Back to VGES
Balance Wealth Partners LLC → VGES
Balance Wealth Partners LLC VGES Position History
VGES
Quarters held
78
Latest value
$163K
Q3 2026
Peak value
$38.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.8M |
| Q4 2025 | $435K |
| Q4 2025 | $283K |
| Q4 2025 | $14.8M |
| Q4 2025 | $262K |
| Q4 2025 | $707K |
| Q4 2025 | $6.5M |
| Q4 2025 | $4.2M |
| Q4 2025 | $1.2M |
| Q4 2025 | $583K |
| Q4 2025 | $16.5M |
| Q4 2025 | $10.1M |
| Q1 2026 | $3.7M |
| Q1 2026 | $1M |
| Q1 2026 | $292K |
| Q1 2026 | $14.7M |
| Q1 2026 | $357K |
| Q1 2026 | $693K |
| Q1 2026 | $7.2M |
| Q1 2026 | $4.2M |
| Q1 2026 | $1.4M |
| Q1 2026 | $808K |
| Q1 2026 | $24.1M |
| Q1 2026 | $10.7M |
| Q1 2026 | $222K |
| Q2 2026 | $3.5M |
| Q2 2026 | $986K |
| Q2 2026 | $303K |
| Q2 2026 | $16M |
| Q2 2026 | $388K |
| Q2 2026 | $950K |
| Q2 2026 | $7.8M |
| Q2 2026 | $4.2M |
| Q2 2026 | $572K |
| Q2 2026 | $33.8M |
| Q2 2026 | $12.3M |
| Q2 2026 | $268K |
| Q3 2026 | $13K |
| Q3 2026 | $69K |
| Q3 2026 | $98K |
| Q3 2026 | $36K |
| Q3 2026 | $3.2M |
| Q3 2026 | $917 |
| Q3 2026 | $76K |
| Q3 2026 | $1.1M |
| Q3 2026 | $265K |
| Q3 2026 | $15.8M |
| Q3 2026 | $133K |
| Q3 2026 | $122K |
| Q3 2026 | $947 |
| Q3 2026 | $361K |
| Q3 2026 | $80K |
| Q3 2026 | $14K |
| Q3 2026 | $22K |
| Q3 2026 | $1K |
| Q3 2026 | $64K |
| Q3 2026 | $24K |
| Q3 2026 | $949K |
| Q3 2026 | $218 |
| Q3 2026 | $185K |
| Q3 2026 | $866K |
| Q3 2026 | $8M |
| Q3 2026 | $38K |
| Q3 2026 | $4.5M |
| Q3 2026 | $1K |
| Q3 2026 | $617 |
| Q3 2026 | $127K |
| Q3 2026 | $1.6M |
| Q3 2026 | $38.3M |
| Q3 2026 | $23K |
| Q3 2026 | $17K |
| Q3 2026 | $14.5M |
| Q3 2026 | $22K |
| Q3 2026 | $4K |
| Q3 2026 | $307K |
| Q3 2026 | $152K |
| Q3 2026 | $28K |
| Q3 2026 | $163K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $163K | 435 | — | — |
| Q3 2026 | $28K | 99 | — | — |
| Q3 2026 | $152K | 705 | — | — |
| Q3 2026 | $307K | 3.4K | — | — |
| Q3 2026 | $4K | 19 | — | — |
| Q3 2026 | $22K | 284 | — | — |
| Q3 2026 | $14.5M | 62.8K | — | — |
| Q3 2026 | $17K | 190 | — | — |
| Q3 2026 | $23K | 78 | — | — |
| Q3 2026 | $38.3M | 54.6K | — | — |
| Q3 2026 | $1.6M | 34.1K | — | — |
| Q3 2026 | $127K | 1.6K | — | — |
| Q3 2026 | $617 | 12 | — | — |
| Q3 2026 | $1K | 3 | — | — |
| Q3 2026 | $4.5M | 79.0K | — | — |
| Q3 2026 | $38K | 340 | — | — |
| Q3 2026 | $8M | 104.0K | — | — |
| Q3 2026 | $866K | 15.1K | — | — |
| Q3 2026 | $185K | 971 | — | — |
| Q3 2026 | $218 | 1 | — | — |
| Q3 2026 | $949K | 7.5K | — | — |
| Q3 2026 | $24K | 76 | — | — |
| Q3 2026 | $64K | 490 | — | — |
| Q3 2026 | $1K | 6 | — | — |
| Q3 2026 | $22K | 60 | — | — |
| Q3 2026 | $14K | 158 | — | — |
| Q3 2026 | $80K | 1.4K | — | — |
| Q3 2026 | $361K | 4.4K | — | — |
| Q3 2026 | $947 | 6 | — | — |
| Q3 2026 | $122K | 783 | — | — |
| Q3 2026 | $133K | 2.8K | — | — |
| Q3 2026 | $15.8M | 212.9K | — | — |
| Q3 2026 | $265K | 1.7K | — | — |
| Q3 2026 | $1.1M | 16.2K | — | — |
| Q3 2026 | $76K | 1.1K | — | — |
| Q3 2026 | $917 | 12 | — | — |
| Q3 2026 | $3.2M | 43.3K | — | — |
| Q3 2026 | $36K | 221 | — | — |
| Q3 2026 | $98K | 722 | — | — |
| Q3 2026 | $69K | 1.2K | — | — |
| Q3 2026 | $13K | 148 | — | — |
| Q2 2026 | $268K | 3.1K | — | — |
| Q2 2026 | $12.3M | 50.7K | — | — |
| Q2 2026 | $33.8M | 49.2K | — | — |
| Q2 2026 | $572K | 11.3K | — | — |
| Q2 2026 | $4.2M | 71.3K | — | — |
| Q2 2026 | $7.8M | 98.7K | — | — |
| Q2 2026 | $950K | 7.9K | — | — |
| Q2 2026 | $388K | 4.6K | — | — |
| Q2 2026 | $16M | 206.7K | — | — |
| Q2 2026 | $303K | 1.9K | — | — |
| Q2 2026 | $986K | 13.8K | — | — |
| Q2 2026 | $3.5M | 45.6K | — | — |
| Q1 2026 | $222K | 508 | — | — |
| Q1 2026 | $10.7M | 49.1K | — | — |
| Q1 2026 | $24.1M | 40.4K | — | — |
| Q1 2026 | $808K | 16.2K | — | — |
| Q1 2026 | $1.4M | 17.2K | — | — |
| Q1 2026 | $4.2M | 70.8K | — | — |
| Q1 2026 | $7.2M | 91.2K | — | — |
| Q1 2026 | $693K | 993 | — | — |
| Q1 2026 | $357K | 4.8K | — | — |
| Q1 2026 | $14.7M | 189.6K | — | — |
| Q1 2026 | $292K | 2.0K | — | — |
| Q1 2026 | $1M | 16.1K | — | — |
| Q1 2026 | $3.7M | 48.2K | — | — |
| Q4 2025 | $10.1M | 47.7K | — | — |
| Q4 2025 | $16.5M | 26.3K | — | — |
| Q4 2025 | $583K | 11.6K | — | — |
| Q4 2025 | $1.2M | 14.5K | — | — |
| Q4 2025 | $4.2M | 69.4K | — | — |
| Q4 2025 | $6.5M | 81.5K | — | — |
| Q4 2025 | $707K | 938 | — | — |
| Q4 2025 | $262K | 3.6K | — | — |
| Q4 2025 | $14.8M | 189.0K | — | — |
| Q4 2025 | $283K | 2.0K | — | — |
| Q4 2025 | $435K | 7.0K | — | — |
| Q4 2025 | $3.8M | 48.3K | — | — |