Back to VGES
BAKER TILLY WEALTH MANAGEMENT, LLC → VGES
BAKER TILLY WEALTH MANAGEMENT, LLC VGES Position History
VGES
Quarters held
75
Latest value
$959K
Q3 2026
Peak value
$41.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $486K |
| Q3 2025 | $2.2M |
| Q3 2025 | $515K |
| Q3 2025 | $6.9M |
| Q3 2025 | $595K |
| Q3 2025 | $1.1M |
| Q3 2025 | $31.2M |
| Q3 2025 | $632K |
| Q3 2025 | $4M |
| Q3 2025 | $2.7M |
| Q3 2025 | $1.1M |
| Q3 2025 | $1.1M |
| Q3 2025 | $404K |
| Q3 2025 | $717K |
| Q4 2025 | $513K |
| Q4 2025 | $993K |
| Q4 2025 | $247K |
| Q4 2025 | $3.7M |
| Q4 2025 | $578K |
| Q4 2025 | $657K |
| Q4 2025 | $32.6M |
| Q4 2025 | $306K |
| Q4 2025 | $1.9M |
| Q4 2025 | $3.3M |
| Q4 2025 | $1.3M |
| Q4 2025 | $914K |
| Q4 2025 | $461K |
| Q4 2025 | $843K |
| Q1 2026 | $496K |
| Q1 2026 | $315K |
| Q1 2026 | $1.2M |
| Q1 2026 | $240K |
| Q1 2026 | $4.1M |
| Q1 2026 | $569K |
| Q1 2026 | $766K |
| Q1 2026 | $32.9M |
| Q1 2026 | $281K |
| Q1 2026 | $2M |
| Q1 2026 | $3.3M |
| Q1 2026 | $812K |
| Q1 2026 | $477K |
| Q1 2026 | $502K |
| Q1 2026 | $988K |
| Q2 2026 | $542K |
| Q2 2026 | $240K |
| Q2 2026 | $331K |
| Q2 2026 | $1.2M |
| Q2 2026 | $258K |
| Q2 2026 | $4M |
| Q2 2026 | $556K |
| Q2 2026 | $777K |
| Q2 2026 | $39.5M |
| Q2 2026 | $277K |
| Q2 2026 | $2.2M |
| Q2 2026 | $3.9M |
| Q2 2026 | $828K |
| Q2 2026 | $535K |
| Q2 2026 | $460K |
| Q2 2026 | $947K |
| Q3 2026 | $538K |
| Q3 2026 | $228K |
| Q3 2026 | $328K |
| Q3 2026 | $1.3M |
| Q3 2026 | $244K |
| Q3 2026 | $3.8M |
| Q3 2026 | $548K |
| Q3 2026 | $822K |
| Q3 2026 | $41.1M |
| Q3 2026 | $552K |
| Q3 2026 | $2.1M |
| Q3 2026 | $3.6M |
| Q3 2026 | $749K |
| Q3 2026 | $438K |
| Q3 2026 | $457K |
| Q3 2026 | $959K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $959K | 2.6K | — | — |
| Q3 2026 | $457K | 1.6K | — | — |
| Q3 2026 | $438K | 2.0K | — | — |
| Q3 2026 | $749K | 8.3K | — | — |
| Q3 2026 | $3.6M | 46.0K | — | — |
| Q3 2026 | $2.1M | 9.1K | — | — |
| Q3 2026 | $552K | 6.2K | — | — |
| Q3 2026 | $41.1M | 58.6K | — | — |
| Q3 2026 | $822K | 17.4K | — | — |
| Q3 2026 | $548K | 7.0K | — | — |
| Q3 2026 | $3.8M | 67.2K | — | — |
| Q3 2026 | $244K | 5.7K | — | — |
| Q3 2026 | $1.3M | 26.5K | — | — |
| Q3 2026 | $328K | 4.6K | — | — |
| Q3 2026 | $228K | 3.1K | — | — |
| Q3 2026 | $538K | 6.3K | — | — |
| Q2 2026 | $947K | 2.6K | — | — |
| Q2 2026 | $460K | 1.5K | — | — |
| Q2 2026 | $535K | 2.5K | — | — |
| Q2 2026 | $828K | 9.6K | — | — |
| Q2 2026 | $3.9M | 48.9K | — | — |
| Q2 2026 | $2.2M | 9.1K | — | — |
| Q2 2026 | $277K | 2.9K | — | — |
| Q2 2026 | $39.5M | 57.5K | — | — |
| Q2 2026 | $777K | 15.4K | — | — |
| Q2 2026 | $556K | 6.7K | — | — |
| Q2 2026 | $4M | 67.9K | — | — |
| Q2 2026 | $258K | 5.8K | — | — |
| Q2 2026 | $1.2M | 23.1K | — | — |
| Q2 2026 | $331K | 4.6K | — | — |
| Q2 2026 | $240K | 3.1K | — | — |
| Q2 2026 | $542K | 6.3K | — | — |
| Q1 2026 | $988K | 3.1K | — | — |
| Q1 2026 | $502K | 1.9K | — | — |
| Q1 2026 | $477K | 2.4K | — | — |
| Q1 2026 | $812K | 1.9K | — | — |
| Q1 2026 | $3.3M | 11.6K | — | — |
| Q1 2026 | $2M | 9.1K | — | — |
| Q1 2026 | $281K | 3.2K | — | — |
| Q1 2026 | $32.9M | 55.0K | — | — |
| Q1 2026 | $766K | 15.4K | — | — |
| Q1 2026 | $569K | 6.9K | — | — |
| Q1 2026 | $4.1M | 69.2K | — | — |
| Q1 2026 | $240K | 5.4K | — | — |
| Q1 2026 | $1.2M | 23.1K | — | — |
| Q1 2026 | $315K | 4.1K | — | — |
| Q1 2026 | $496K | 6.4K | — | — |
| Q4 2025 | $843K | 2.5K | — | — |
| Q4 2025 | $461K | 1.8K | — | — |
| Q4 2025 | $914K | 4.8K | — | — |
| Q4 2025 | $1.3M | 2.6K | — | — |
| Q4 2025 | $3.3M | 11.5K | — | — |
| Q4 2025 | $1.9M | 9.1K | — | — |
| Q4 2025 | $306K | 3.5K | — | — |
| Q4 2025 | $32.6M | 51.9K | — | — |
| Q4 2025 | $657K | 13.1K | — | — |
| Q4 2025 | $578K | 6.9K | — | — |
| Q4 2025 | $3.7M | 61.6K | — | — |
| Q4 2025 | $247K | 5.4K | — | — |
| Q4 2025 | $993K | 20.1K | — | — |
| Q4 2025 | $513K | 6.8K | — | — |
| Q3 2025 | $717K | 2.2K | — | — |
| Q3 2025 | $404K | 1.6K | — | — |
| Q3 2025 | $1.1M | 5.7K | — | — |
| Q3 2025 | $1.1M | 2.4K | — | — |
| Q3 2025 | $2.7M | 9.1K | — | — |
| Q3 2025 | $4M | 19.0K | — | — |
| Q3 2025 | $632K | 6.9K | — | — |
| Q3 2025 | $31.2M | 51.0K | — | — |
| Q3 2025 | $1.1M | 21.5K | — | — |
| Q3 2025 | $595K | 7.1K | — | — |
| Q3 2025 | $6.9M | 114.6K | — | — |
| Q3 2025 | $515K | 10.8K | — | — |
| Q3 2025 | $2.2M | 42.6K | — | — |
| Q3 2025 | $486K | 6.6K | — | — |