Back to VGES
Avantax Planning Partners, Inc. → VGES
Avantax Planning Partners, Inc. VGES Position History
VGES
Quarters held
123
Latest value
$4M
Q3 2026
Peak value
$44.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $33.8M |
| Q4 2025 | $796K |
| Q4 2025 | $8.3M |
| Q4 2025 | $2.8M |
| Q4 2025 | $2.8M |
| Q4 2025 | $10.1M |
| Q4 2025 | $1.8M |
| Q4 2025 | $17.6M |
| Q4 2025 | $500K |
| Q4 2025 | $11.7M |
| Q4 2025 | $349K |
| Q4 2025 | $584K |
| Q4 2025 | $573K |
| Q4 2025 | $835K |
| Q4 2025 | $606K |
| Q4 2025 | $1.7M |
| Q4 2025 | $211K |
| Q4 2025 | $742K |
| Q4 2025 | $16.1M |
| Q4 2025 | $7.5M |
| Q4 2025 | $2.4M |
| Q4 2025 | $9.5M |
| Q4 2025 | $12.8M |
| Q4 2025 | $241K |
| Q4 2025 | $3.2M |
| Q4 2025 | $700K |
| Q4 2025 | $1.1M |
| Q4 2025 | $7.9M |
| Q4 2025 | $562K |
| Q4 2025 | $3.6M |
| Q1 2026 | $34.6M |
| Q1 2026 | $739K |
| Q1 2026 | $321K |
| Q1 2026 | $8.7M |
| Q1 2026 | $4.4M |
| Q1 2026 | $3M |
| Q1 2026 | $9M |
| Q1 2026 | $1.8M |
| Q1 2026 | $16.9M |
| Q1 2026 | $490K |
| Q1 2026 | $11.2M |
| Q1 2026 | $511K |
| Q1 2026 | $830K |
| Q1 2026 | $954K |
| Q1 2026 | $743K |
| Q1 2026 | $751K |
| Q1 2026 | $4.9M |
| Q1 2026 | $262K |
| Q1 2026 | $602K |
| Q1 2026 | $19M |
| Q1 2026 | $4.7M |
| Q1 2026 | $38.8M |
| Q1 2026 | $9.7M |
| Q1 2026 | $11.8M |
| Q1 2026 | $289K |
| Q1 2026 | $3.3M |
| Q1 2026 | $773K |
| Q1 2026 | $877K |
| Q1 2026 | $8.1M |
| Q1 2026 | $1.1M |
| Q1 2026 | $3.3M |
| Q2 2026 | $38.1M |
| Q2 2026 | $1.1M |
| Q2 2026 | $396K |
| Q2 2026 | $8.5M |
| Q2 2026 | $4.3M |
| Q2 2026 | $3.2M |
| Q2 2026 | $9.2M |
| Q2 2026 | $1.9M |
| Q2 2026 | $18.1M |
| Q2 2026 | $557K |
| Q2 2026 | $11.5M |
| Q2 2026 | $503K |
| Q2 2026 | $771K |
| Q2 2026 | $694K |
| Q2 2026 | $767K |
| Q2 2026 | $752K |
| Q2 2026 | $6.6M |
| Q2 2026 | $266K |
| Q2 2026 | $561K |
| Q2 2026 | $18.9M |
| Q2 2026 | $4.9M |
| Q2 2026 | $44.1M |
| Q2 2026 | $9.9M |
| Q2 2026 | $13.6M |
| Q2 2026 | $303K |
| Q2 2026 | $3.6M |
| Q2 2026 | $753K |
| Q2 2026 | $1M |
| Q2 2026 | $9M |
| Q2 2026 | $1.2M |
| Q2 2026 | $3.9M |
| Q3 2026 | $30.5M |
| Q3 2026 | $1.2M |
| Q3 2026 | $319K |
| Q3 2026 | $10.2M |
| Q3 2026 | $9.9M |
| Q3 2026 | $2.9M |
| Q3 2026 | $4.7M |
| Q3 2026 | $1.9M |
| Q3 2026 | $18.7M |
| Q3 2026 | $417K |
| Q3 2026 | $10.7M |
| Q3 2026 | $497K |
| Q3 2026 | $731K |
| Q3 2026 | $811K |
| Q3 2026 | $814K |
| Q3 2026 | $706K |
| Q3 2026 | $7.1M |
| Q3 2026 | $253K |
| Q3 2026 | $726K |
| Q3 2026 | $41.7M |
| Q3 2026 | $10.8M |
| Q3 2026 | $42.8M |
| Q3 2026 | $9.2M |
| Q3 2026 | $12.2M |
| Q3 2026 | $295K |
| Q3 2026 | $3.1M |
| Q3 2026 | $764K |
| Q3 2026 | $911K |
| Q3 2026 | $8.9M |
| Q3 2026 | $1.1M |
| Q3 2026 | $4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4M | 10.6K | — | — |
| Q3 2026 | $1.1M | 3.9K | — | — |
| Q3 2026 | $8.9M | 41.4K | — | — |
| Q3 2026 | $911K | 10.1K | — | — |
| Q3 2026 | $764K | 9.7K | — | — |
| Q3 2026 | $3.1M | 13.5K | — | — |
| Q3 2026 | $295K | 3.3K | — | — |
| Q3 2026 | $12.2M | 41.6K | — | — |
| Q3 2026 | $9.2M | 47.2K | — | — |
| Q3 2026 | $42.8M | 61.0K | — | — |
| Q3 2026 | $10.8M | 228.1K | — | — |
| Q3 2026 | $41.7M | 437.2K | — | — |
| Q3 2026 | $726K | 3.8K | — | — |
| Q3 2026 | $253K | 1.2K | — | — |
| Q3 2026 | $7.1M | 56.7K | — | — |
| Q3 2026 | $706K | 2.2K | — | — |
| Q3 2026 | $814K | 6.3K | — | — |
| Q3 2026 | $811K | 4.7K | — | — |
| Q3 2026 | $731K | 3.3K | — | — |
| Q3 2026 | $497K | 1.4K | — | — |
| Q3 2026 | $10.7M | 180.7K | — | — |
| Q3 2026 | $417K | 2.6K | — | — |
| Q3 2026 | $18.7M | 198.1K | — | — |
| Q3 2026 | $1.9M | 19.0K | — | — |
| Q3 2026 | $4.7M | 30.2K | — | — |
| Q3 2026 | $2.9M | 40.7K | — | — |
| Q3 2026 | $9.9M | 141.7K | — | — |
| Q3 2026 | $10.2M | 139.5K | — | — |
| Q3 2026 | $319K | 3.7K | — | — |
| Q3 2026 | $1.2M | 8.5K | — | — |
| Q3 2026 | $30.5M | 358.4K | — | — |
| Q2 2026 | $3.9M | 10.7K | — | — |
| Q2 2026 | $1.2M | 3.9K | — | — |
| Q2 2026 | $9M | 41.3K | — | — |
| Q2 2026 | $1M | 12.0K | — | — |
| Q2 2026 | $753K | 9.4K | — | — |
| Q2 2026 | $3.6M | 14.7K | — | — |
| Q2 2026 | $303K | 3.1K | — | — |
| Q2 2026 | $13.6M | 44.5K | — | — |
| Q2 2026 | $9.9M | 50.0K | — | — |
| Q2 2026 | $44.1M | 64.2K | — | — |
| Q2 2026 | $4.9M | 96.0K | — | — |
| Q2 2026 | $18.9M | 187.3K | — | — |
| Q2 2026 | $561K | 3.0K | — | — |
| Q2 2026 | $266K | 1.2K | — | — |
| Q2 2026 | $6.6M | 55.4K | — | — |
| Q2 2026 | $752K | 2.1K | — | — |
| Q2 2026 | $767K | 5.8K | — | — |
| Q2 2026 | $694K | 4.6K | — | — |
| Q2 2026 | $771K | 3.4K | — | — |
| Q2 2026 | $503K | 1.3K | — | — |
| Q2 2026 | $11.5M | 193.0K | — | — |
| Q2 2026 | $557K | 3.5K | — | — |
| Q2 2026 | $18.1M | 193.6K | — | — |
| Q2 2026 | $1.9M | 19.0K | — | — |
| Q2 2026 | $9.2M | 58.2K | — | — |
| Q2 2026 | $3.2M | 44.8K | — | — |
| Q2 2026 | $4.3M | 58.9K | — | — |
| Q2 2026 | $8.5M | 110.8K | — | — |
| Q2 2026 | $396K | 4.8K | — | — |
| Q2 2026 | $1.1M | 8.6K | — | — |
| Q2 2026 | $38.1M | 445.4K | — | — |
| Q1 2026 | $3.3M | 10.4K | — | — |
| Q1 2026 | $1.1M | 4.1K | — | — |
| Q1 2026 | $8.1M | 41.3K | — | — |
| Q1 2026 | $877K | 2.0K | — | — |
| Q1 2026 | $773K | 2.7K | — | — |
| Q1 2026 | $3.3M | 15.0K | — | — |
| Q1 2026 | $289K | 3.3K | — | — |
| Q1 2026 | $11.8M | 45.7K | — | — |
| Q1 2026 | $9.7M | 52.4K | — | — |
| Q1 2026 | $38.8M | 64.9K | — | — |
| Q1 2026 | $4.7M | 93.6K | — | — |
| Q1 2026 | $19M | 190.3K | — | — |
| Q1 2026 | $602K | 3.3K | — | — |
| Q1 2026 | $262K | 1.2K | — | — |
| Q1 2026 | $4.9M | 7.1K | — | — |
| Q1 2026 | $751K | 2.4K | — | — |
| Q1 2026 | $743K | 6.2K | — | — |
| Q1 2026 | $954K | 5.5K | — | — |
| Q1 2026 | $830K | 3.7K | — | — |
| Q1 2026 | $511K | 1.4K | — | — |
| Q1 2026 | $11.2M | 206.7K | — | — |
| Q1 2026 | $490K | 3.5K | — | — |
| Q1 2026 | $16.9M | 190.9K | — | — |
| Q1 2026 | $1.8M | 19.1K | — | — |
| Q1 2026 | $9M | 61.1K | — | — |
| Q1 2026 | $3M | 46.2K | — | — |
| Q1 2026 | $4.4M | 59.9K | — | — |
| Q1 2026 | $8.7M | 112.9K | — | — |
| Q1 2026 | $321K | 788 | — | — |
| Q1 2026 | $739K | 6.6K | — | — |
| Q1 2026 | $34.6M | 449.3K | — | — |
| Q4 2025 | $3.6M | 10.8K | — | — |
| Q4 2025 | $562K | 2.2K | — | — |
| Q4 2025 | $7.9M | 41.1K | — | — |
| Q4 2025 | $1.1M | 2.4K | — | — |
| Q4 2025 | $700K | 2.4K | — | — |
| Q4 2025 | $3.2M | 15.2K | — | — |
| Q4 2025 | $241K | 2.7K | — | — |
| Q4 2025 | $12.8M | 45.8K | — | — |
| Q4 2025 | $9.5M | 53.3K | — | — |
| Q4 2025 | $2.4M | 3.8K | — | — |
| Q4 2025 | $7.5M | 148.4K | — | — |
| Q4 2025 | $16.1M | 160.0K | — | — |
| Q4 2025 | $742K | 3.8K | — | — |
| Q4 2025 | $211K | 1.0K | — | — |
| Q4 2025 | $1.7M | 2.3K | — | — |
| Q4 2025 | $606K | 2.0K | — | — |
| Q4 2025 | $835K | 6.3K | — | — |
| Q4 2025 | $573K | 4.6K | — | — |
| Q4 2025 | $584K | 2.8K | — | — |
| Q4 2025 | $349K | 887 | — | — |
| Q4 2025 | $11.7M | 217.4K | — | — |
| Q4 2025 | $500K | 3.5K | — | — |
| Q4 2025 | $17.6M | 193.0K | — | — |
| Q4 2025 | $1.8M | 19.6K | — | — |
| Q4 2025 | $10.1M | 70.3K | — | — |
| Q4 2025 | $2.8M | 45.2K | — | — |
| Q4 2025 | $2.8M | 37.9K | — | — |
| Q4 2025 | $8.3M | 107.1K | — | — |
| Q4 2025 | $796K | 6.6K | — | — |
| Q4 2025 | $33.8M | 447.5K | — | — |