Back to VGES
ATX Financial Planning, LLC → VGES
ATX Financial Planning, LLC VGES Position History
VGES
Quarters held
25
Latest value
$2.3M
Q3 2026
Peak value
$8.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $807K |
| Q4 2025 | $2.2M |
| Q4 2025 | $1.4M |
| Q4 2025 | $1.2M |
| Q4 2025 | $2M |
| Q4 2025 | $735K |
| Q4 2025 | $1.7M |
| Q4 2025 | $2.2M |
| Q1 2026 | $1.3M |
| Q1 2026 | $1.4M |
| Q1 2026 | $8.1M |
| Q1 2026 | $333K |
| Q1 2026 | $2.1M |
| Q2 2026 | $1.3M |
| Q2 2026 | $1.7M |
| Q2 2026 | $6.7M |
| Q2 2026 | $327K |
| Q2 2026 | $2.4M |
| Q3 2026 | $1.2M |
| Q3 2026 | $751K |
| Q3 2026 | $1.8M |
| Q3 2026 | $3M |
| Q3 2026 | $3.6M |
| Q3 2026 | $282K |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 6.2K | — | — |
| Q3 2026 | $282K | 993 | — | — |
| Q3 2026 | $3.6M | 16.8K | — | — |
| Q3 2026 | $3M | 53.8K | — | — |
| Q3 2026 | $1.8M | 14.1K | — | — |
| Q3 2026 | $751K | 15.2K | — | — |
| Q3 2026 | $1.2M | 16.5K | — | — |
| Q2 2026 | $2.4M | 6.4K | — | — |
| Q2 2026 | $327K | 1.1K | — | — |
| Q2 2026 | $6.7M | 113.4K | — | — |
| Q2 2026 | $1.7M | 14.4K | — | — |
| Q2 2026 | $1.3M | 18.3K | — | — |
| Q1 2026 | $2.1M | 6.4K | — | — |
| Q1 2026 | $333K | 1.3K | — | — |
| Q1 2026 | $8.1M | 136.1K | — | — |
| Q1 2026 | $1.4M | 2.0K | — | — |
| Q1 2026 | $1.3M | 20.0K | — | — |
| Q4 2025 | $2.2M | 6.6K | — | — |
| Q4 2025 | $1.7M | 6.7K | — | — |
| Q4 2025 | $735K | 8.3K | — | — |
| Q4 2025 | $2M | 33.8K | — | — |
| Q4 2025 | $1.2M | 15.4K | — | — |
| Q4 2025 | $1.4M | 1.9K | — | — |
| Q4 2025 | $2.2M | 34.9K | — | — |
| Q4 2025 | $807K | 10.9K | — | — |