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Bucket List Wealth Management, LLC → VGES

Bucket List Wealth Management, LLC VGES Position History

VGES

Quarters held
31
Latest value
$29M
Q3 2026
Peak value
$29M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3M
Q4 2025$3.5M
Q4 2025$2.5M
Q4 2025$834K
Q4 2025$274K
Q4 2025$518K
Q4 2025$22.9M
Q1 2026$2.5M
Q1 2026$1.8M
Q1 2026$216K
Q1 2026$2.4M
Q1 2026$840K
Q1 2026$242K
Q1 2026$237K
Q1 2026$22.4M
Q2 2026$2.3M
Q2 2026$1.4M
Q2 2026$240K
Q2 2026$2.7M
Q2 2026$914K
Q2 2026$291K
Q2 2026$284K
Q2 2026$27.7M
Q3 2026$2.4M
Q3 2026$1.4M
Q3 2026$238K
Q3 2026$2.8M
Q3 2026$832K
Q3 2026$274K
Q3 2026$297K
Q3 2026$29M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$29M77.4K——
Q3 2026$297K3.3K——
Q3 2026$274K1.2K——
Q3 2026$832K9.3K——
Q3 2026$2.8M4.0K——
Q3 2026$238K3.4K——
Q3 2026$1.4M19.6K——
Q3 2026$2.4M25.8K——
Q2 2026$27.7M75.0K——
Q2 2026$284K3.3K——
Q2 2026$291K1.2K——
Q2 2026$914K9.5K——
Q2 2026$2.7M4.0K——
Q2 2026$240K3.4K——
Q2 2026$1.4M19.2K——
Q2 2026$2.3M25.9K——
Q1 2026$22.4M69.8K——
Q1 2026$237K542——
Q1 2026$242K1.2K——
Q1 2026$840K9.5K——
Q1 2026$2.4M4.0K——
Q1 2026$216K3.4K——
Q1 2026$1.8M24.1K——
Q1 2026$2.5M6.9K——
Q4 2025$22.9M68.3K——
Q4 2025$518K1.1K——
Q4 2025$274K1.3K——
Q4 2025$834K9.4K——
Q4 2025$2.5M4.0K——
Q4 2025$3.5M47.3K——
Q4 2025$3M7.2K——

Other funds holding VGES

Other Bucket List Wealth Management, LLC positions

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STT-PG

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ETHA

INVESCO EXCH TRADED FD TR II

$17.8M
ETHA

INVESCO EXCH TRADED FD TR II

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STT-PG

SPDR SERIES TRUST

$16.4M
ETHA

INVESCO EXCH TRADED FD TR II

$16.2M
ETHA

ISHARES TR

$16.1M