Back to VGES
Center for Financial Planning, Inc. → VGES
Center for Financial Planning, Inc. VGES Position History
VGES
Quarters held
185
Latest value
$3.1M
Q3 2026
Peak value
$386.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.9M |
| Q3 2025 | $48K |
| Q3 2025 | $88K |
| Q3 2025 | $84K |
| Q3 2025 | $47K |
| Q3 2025 | $901K |
| Q3 2025 | $276K |
| Q3 2025 | $19K |
| Q3 2025 | $30K |
| Q3 2025 | $2.8M |
| Q3 2025 | $107K |
| Q3 2025 | $136K |
| Q3 2025 | $30.7M |
| Q3 2025 | $54K |
| Q3 2025 | $691K |
| Q3 2025 | $18K |
| Q3 2025 | $2.9M |
| Q3 2025 | $148K |
| Q3 2025 | $20K |
| Q3 2025 | $2K |
| Q3 2025 | $11K |
| Q3 2025 | $1.2M |
| Q3 2025 | $329.4M |
| Q3 2025 | $613 |
| Q3 2025 | $128K |
| Q3 2025 | $26K |
| Q3 2025 | $227K |
| Q3 2025 | $12.1M |
| Q3 2025 | $43.7M |
| Q3 2025 | $1.8M |
| Q3 2025 | $88K |
| Q3 2025 | $4.3M |
| Q3 2025 | $2.1M |
| Q3 2025 | $64.5M |
| Q3 2025 | $4K |
| Q3 2025 | $2.5M |
| Q4 2025 | $10.1M |
| Q4 2025 | $49K |
| Q4 2025 | $84K |
| Q4 2025 | $47K |
| Q4 2025 | $1M |
| Q4 2025 | $290K |
| Q4 2025 | $14K |
| Q4 2025 | $30K |
| Q4 2025 | $4.1M |
| Q4 2025 | $109K |
| Q4 2025 | $140K |
| Q4 2025 | $30.9M |
| Q4 2025 | $1K |
| Q4 2025 | $54K |
| Q4 2025 | $692K |
| Q4 2025 | $18K |
| Q4 2025 | $3.1M |
| Q4 2025 | $145K |
| Q4 2025 | $20K |
| Q4 2025 | $12K |
| Q4 2025 | $1.2M |
| Q4 2025 | $339.5M |
| Q4 2025 | $36K |
| Q4 2025 | $131K |
| Q4 2025 | $25K |
| Q4 2025 | $220K |
| Q4 2025 | $12.1M |
| Q4 2025 | $3K |
| Q4 2025 | $47.9M |
| Q4 2025 | $7K |
| Q4 2025 | $1.8M |
| Q4 2025 | $26K |
| Q4 2025 | $4.3M |
| Q4 2025 | $2.2M |
| Q4 2025 | $65.8M |
| Q4 2025 | $2K |
| Q4 2025 | $2.7M |
| Q1 2026 | $10.1M |
| Q1 2026 | $46K |
| Q1 2026 | $35K |
| Q1 2026 | $46K |
| Q1 2026 | $971K |
| Q1 2026 | $292K |
| Q1 2026 | $14K |
| Q1 2026 | $29K |
| Q1 2026 | $4.2M |
| Q1 2026 | $3K |
| Q1 2026 | $123K |
| Q1 2026 | $143K |
| Q1 2026 | $31.2M |
| Q1 2026 | $49K |
| Q1 2026 | $951K |
| Q1 2026 | $16K |
| Q1 2026 | $2.8M |
| Q1 2026 | $155K |
| Q1 2026 | $20K |
| Q1 2026 | $10K |
| Q1 2026 | $11K |
| Q1 2026 | $1.2M |
| Q1 2026 | $325.2M |
| Q1 2026 | $49K |
| Q1 2026 | $136K |
| Q1 2026 | $23K |
| Q1 2026 | $178K |
| Q1 2026 | $12.1M |
| Q1 2026 | $48.2M |
| Q1 2026 | $4K |
| Q1 2026 | $1.7M |
| Q1 2026 | $25K |
| Q1 2026 | $3.9M |
| Q1 2026 | $2.2M |
| Q1 2026 | $66.9M |
| Q1 2026 | $10K |
| Q1 2026 | $2.5M |
| Q2 2026 | $11.2M |
| Q2 2026 | $53K |
| Q2 2026 | $3K |
| Q2 2026 | $35K |
| Q2 2026 | $46K |
| Q2 2026 | $1.1M |
| Q2 2026 | $312K |
| Q2 2026 | $14K |
| Q2 2026 | $30K |
| Q2 2026 | $4.4M |
| Q2 2026 | $140K |
| Q2 2026 | $160K |
| Q2 2026 | $35.3M |
| Q2 2026 | $54K |
| Q2 2026 | $825K |
| Q2 2026 | $18K |
| Q2 2026 | $3.9M |
| Q2 2026 | $153K |
| Q2 2026 | $20K |
| Q2 2026 | $12K |
| Q2 2026 | $8K |
| Q2 2026 | $11K |
| Q2 2026 | $1.3M |
| Q2 2026 | $376.9M |
| Q2 2026 | $260K |
| Q2 2026 | $145K |
| Q2 2026 | $27K |
| Q2 2026 | $180K |
| Q2 2026 | $13.6M |
| Q2 2026 | $48K |
| Q2 2026 | $54.6M |
| Q2 2026 | $35K |
| Q2 2026 | $2M |
| Q2 2026 | $30K |
| Q2 2026 | $4.6M |
| Q2 2026 | $2.5M |
| Q2 2026 | $77.9M |
| Q2 2026 | $2.9M |
| Q3 2026 | $11.1M |
| Q3 2026 | $127K |
| Q3 2026 | $266K |
| Q3 2026 | $55K |
| Q3 2026 | $2K |
| Q3 2026 | $34K |
| Q3 2026 | $913K |
| Q3 2026 | $999K |
| Q3 2026 | $352K |
| Q3 2026 | $29K |
| Q3 2026 | $4.6M |
| Q3 2026 | $144K |
| Q3 2026 | $158K |
| Q3 2026 | $35.8M |
| Q3 2026 | $50K |
| Q3 2026 | $950K |
| Q3 2026 | $18K |
| Q3 2026 | $4.1M |
| Q3 2026 | $134K |
| Q3 2026 | $19K |
| Q3 2026 | $2K |
| Q3 2026 | $52K |
| Q3 2026 | $18K |
| Q3 2026 | $9K |
| Q3 2026 | $1M |
| Q3 2026 | $386.2M |
| Q3 2026 | $140K |
| Q3 2026 | $26K |
| Q3 2026 | $168K |
| Q3 2026 | $12.8M |
| Q3 2026 | $54.4M |
| Q3 2026 | $2M |
| Q3 2026 | $37K |
| Q3 2026 | $5M |
| Q3 2026 | $2.7M |
| Q3 2026 | $72.9M |
| Q3 2026 | $3.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.1M | 8.2K | — | — |
| Q3 2026 | $72.9M | 256.4K | — | — |
| Q3 2026 | $2.7M | 12.4K | — | — |
| Q3 2026 | $5M | 55.3K | — | — |
| Q3 2026 | $37K | 159 | — | — |
| Q3 2026 | $2M | 5.8K | — | — |
| Q3 2026 | $54.4M | 693.2K | — | — |
| Q3 2026 | $12.8M | 55.5K | — | — |
| Q3 2026 | $168K | 1.9K | — | — |
| Q3 2026 | $26K | 88 | — | — |
| Q3 2026 | $140K | 714 | — | — |
| Q3 2026 | $386.2M | 551.0K | — | — |
| Q3 2026 | $1M | 21.3K | — | — |
| Q3 2026 | $9K | 25 | — | — |
| Q3 2026 | $18K | 166 | — | — |
| Q3 2026 | $52K | 406 | — | — |
| Q3 2026 | $2K | 21 | — | — |
| Q3 2026 | $19K | 250 | — | — |
| Q3 2026 | $134K | 783 | — | — |
| Q3 2026 | $4.1M | 32.8K | — | — |
| Q3 2026 | $18K | 136 | — | — |
| Q3 2026 | $950K | 5.5K | — | — |
| Q3 2026 | $50K | 136 | — | — |
| Q3 2026 | $35.8M | 604.4K | — | — |
| Q3 2026 | $158K | 1.9K | — | — |
| Q3 2026 | $144K | 911 | — | — |
| Q3 2026 | $4.6M | 29.9K | — | — |
| Q3 2026 | $29K | 610 | — | — |
| Q3 2026 | $352K | 2.3K | — | — |
| Q3 2026 | $999K | 14.1K | — | — |
| Q3 2026 | $913K | 13.0K | — | — |
| Q3 2026 | $34K | 450 | — | — |
| Q3 2026 | $2K | 18 | — | — |
| Q3 2026 | $55K | 195 | — | — |
| Q3 2026 | $266K | 2.0K | — | — |
| Q3 2026 | $127K | 1.6K | — | — |
| Q3 2026 | $11.1M | 131.2K | — | — |
| Q2 2026 | $2.9M | 7.9K | — | — |
| Q2 2026 | $77.9M | 257.1K | — | — |
| Q2 2026 | $2.5M | 11.4K | — | — |
| Q2 2026 | $4.6M | 53.0K | — | — |
| Q2 2026 | $30K | 122 | — | — |
| Q2 2026 | $2M | 5.8K | — | — |
| Q2 2026 | $35K | 440 | — | — |
| Q2 2026 | $54.6M | 677.8K | — | — |
| Q2 2026 | $48K | 197 | — | — |
| Q2 2026 | $13.6M | 55.8K | — | — |
| Q2 2026 | $180K | 1.9K | — | — |
| Q2 2026 | $27K | 88 | — | — |
| Q2 2026 | $145K | 736 | — | — |
| Q2 2026 | $260K | 379 | — | — |
| Q2 2026 | $376.9M | 548.8K | — | — |
| Q2 2026 | $1.3M | 24.8K | — | — |
| Q2 2026 | $11K | 132 | — | — |
| Q2 2026 | $8K | 25 | — | — |
| Q2 2026 | $12K | 91 | — | — |
| Q2 2026 | $20K | 250 | — | — |
| Q2 2026 | $153K | 783 | — | — |
| Q2 2026 | $3.9M | 32.8K | — | — |
| Q2 2026 | $18K | 136 | — | — |
| Q2 2026 | $825K | 5.5K | — | — |
| Q2 2026 | $54K | 136 | — | — |
| Q2 2026 | $35.3M | 592.2K | — | — |
| Q2 2026 | $160K | 1.9K | — | — |
| Q2 2026 | $140K | 891 | — | — |
| Q2 2026 | $4.4M | 28.2K | — | — |
| Q2 2026 | $30K | 610 | — | — |
| Q2 2026 | $14K | 207 | — | — |
| Q2 2026 | $312K | 2.0K | — | — |
| Q2 2026 | $1.1M | 14.9K | — | — |
| Q2 2026 | $46K | 631 | — | — |
| Q2 2026 | $35K | 450 | — | — |
| Q2 2026 | $3K | 36 | — | — |
| Q2 2026 | $53K | 195 | — | — |
| Q2 2026 | $11.2M | 131.2K | — | — |
| Q1 2026 | $2.5M | 7.9K | — | — |
| Q1 2026 | $10K | 37 | — | — |
| Q1 2026 | $66.9M | 255.4K | — | — |
| Q1 2026 | $2.2M | 11.3K | — | — |
| Q1 2026 | $3.9M | 8.9K | — | — |
| Q1 2026 | $25K | 122 | — | — |
| Q1 2026 | $1.7M | 5.8K | — | — |
| Q1 2026 | $4K | 15 | — | — |
| Q1 2026 | $48.2M | 167.8K | — | — |
| Q1 2026 | $12.1M | 55.8K | — | — |
| Q1 2026 | $178K | 2.0K | — | — |
| Q1 2026 | $23K | 88 | — | — |
| Q1 2026 | $136K | 736 | — | — |
| Q1 2026 | $49K | 82 | — | — |
| Q1 2026 | $325.2M | 544.1K | — | — |
| Q1 2026 | $1.2M | 24.8K | — | — |
| Q1 2026 | $11K | 132 | — | — |
| Q1 2026 | $10K | 91 | — | — |
| Q1 2026 | $20K | 250 | — | — |
| Q1 2026 | $155K | 783 | — | — |
| Q1 2026 | $2.8M | 4.1K | — | — |
| Q1 2026 | $16K | 136 | — | — |
| Q1 2026 | $951K | 5.5K | — | — |
| Q1 2026 | $49K | 136 | — | — |
| Q1 2026 | $31.2M | 578.0K | — | — |
| Q1 2026 | $143K | 1.9K | — | — |
| Q1 2026 | $123K | 891 | — | — |
| Q1 2026 | $3K | 21 | — | — |
| Q1 2026 | $4.2M | 28.5K | — | — |
| Q1 2026 | $29K | 610 | — | — |
| Q1 2026 | $14K | 207 | — | — |
| Q1 2026 | $292K | 2.0K | — | — |
| Q1 2026 | $971K | 15.2K | — | — |
| Q1 2026 | $46K | 631 | — | — |
| Q1 2026 | $35K | 450 | — | — |
| Q1 2026 | $46K | 195 | — | — |
| Q1 2026 | $10.1M | 131.3K | — | — |
| Q4 2025 | $2.7M | 8.0K | — | — |
| Q4 2025 | $2K | 9 | — | — |
| Q4 2025 | $65.8M | 255.2K | — | — |
| Q4 2025 | $2.2M | 11.5K | — | — |
| Q4 2025 | $4.3M | 8.9K | — | — |
| Q4 2025 | $26K | 122 | — | — |
| Q4 2025 | $1.8M | 5.8K | — | — |
| Q4 2025 | $7K | 23 | — | — |
| Q4 2025 | $47.9M | 165.0K | — | — |
| Q4 2025 | $3K | 14 | — | — |
| Q4 2025 | $12.1M | 57.3K | — | — |
| Q4 2025 | $220K | 2.5K | — | — |
| Q4 2025 | $25K | 88 | — | — |
| Q4 2025 | $131K | 736 | — | — |
| Q4 2025 | $36K | 57 | — | — |
| Q4 2025 | $339.5M | 541.3K | — | — |
| Q4 2025 | $1.2M | 24.3K | — | — |
| Q4 2025 | $12K | 138 | — | — |
| Q4 2025 | $20K | 250 | — | — |
| Q4 2025 | $145K | 783 | — | — |
| Q4 2025 | $3.1M | 4.1K | — | — |
| Q4 2025 | $18K | 136 | — | — |
| Q4 2025 | $692K | 5.5K | — | — |
| Q4 2025 | $54K | 136 | — | — |
| Q4 2025 | $1K | 25 | — | — |
| Q4 2025 | $30.9M | 574.3K | — | — |
| Q4 2025 | $140K | 1.9K | — | — |
| Q4 2025 | $109K | 773 | — | — |
| Q4 2025 | $4.1M | 28.4K | — | — |
| Q4 2025 | $30K | 617 | — | — |
| Q4 2025 | $14K | 207 | — | — |
| Q4 2025 | $290K | 2.0K | — | — |
| Q4 2025 | $1M | 16.3K | — | — |
| Q4 2025 | $47K | 631 | — | — |
| Q4 2025 | $84K | 1.1K | — | — |
| Q4 2025 | $49K | 195 | — | — |
| Q4 2025 | $10.1M | 133.4K | — | — |
| Q3 2025 | $2.5M | 7.7K | — | — |
| Q3 2025 | $4K | 17 | — | — |
| Q3 2025 | $64.5M | 253.7K | — | — |
| Q3 2025 | $2.1M | 11.5K | — | — |
| Q3 2025 | $4.3M | 8.9K | — | — |
| Q3 2025 | $88K | 418 | — | — |
| Q3 2025 | $1.8M | 5.8K | — | — |
| Q3 2025 | $43.7M | 148.7K | — | — |
| Q3 2025 | $12.1M | 58.0K | — | — |
| Q3 2025 | $227K | 2.5K | — | — |
| Q3 2025 | $26K | 88 | — | — |
| Q3 2025 | $128K | 736 | — | — |
| Q3 2025 | $613 | 1 | — | — |
| Q3 2025 | $329.4M | 537.9K | — | — |
| Q3 2025 | $1.2M | 24.3K | — | — |
| Q3 2025 | $11K | 132 | — | — |
| Q3 2025 | $2K | 25 | — | — |
| Q3 2025 | $20K | 250 | — | — |
| Q3 2025 | $148K | 783 | — | — |
| Q3 2025 | $2.9M | 3.9K | — | — |
| Q3 2025 | $18K | 136 | — | — |
| Q3 2025 | $691K | 5.5K | — | — |
| Q3 2025 | $54K | 136 | — | — |
| Q3 2025 | $30.7M | 566.2K | — | — |
| Q3 2025 | $136K | 1.9K | — | — |
| Q3 2025 | $107K | 773 | — | — |
| Q3 2025 | $2.8M | 19.4K | — | — |
| Q3 2025 | $30K | 610 | — | — |
| Q3 2025 | $19K | 278 | — | — |
| Q3 2025 | $276K | 2.0K | — | — |
| Q3 2025 | $901K | 15.0K | — | — |
| Q3 2025 | $47K | 631 | — | — |
| Q3 2025 | $84K | 1.1K | — | — |
| Q3 2025 | $88K | 202 | — | — |
| Q3 2025 | $48K | 195 | — | — |
| Q3 2025 | $9.9M | 134.8K | — | — |