Back to VGES
Comprehensive Financial Planning, Inc./PA → VGES
Comprehensive Financial Planning, Inc./PA VGES Position History
VGES
Quarters held
145
Latest value
$598K
Q3 2026
Peak value
$6.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $28K |
| Q3 2025 | $423K |
| Q3 2025 | $616K |
| Q3 2025 | $52K |
| Q3 2025 | $81K |
| Q3 2025 | $3K |
| Q3 2025 | $46K |
| Q3 2025 | $8K |
| Q3 2025 | $20K |
| Q3 2025 | $443K |
| Q3 2025 | $13K |
| Q3 2025 | $5K |
| Q3 2025 | $111K |
| Q3 2025 | $7K |
| Q3 2025 | $1.1M |
| Q3 2025 | $1K |
| Q3 2025 | $12K |
| Q3 2025 | $67K |
| Q3 2025 | $13K |
| Q3 2025 | $15K |
| Q3 2025 | $5.3M |
| Q3 2025 | $283K |
| Q3 2025 | $59K |
| Q3 2025 | $899K |
| Q3 2025 | $66K |
| Q3 2025 | $150K |
| Q3 2025 | $48K |
| Q3 2025 | $63K |
| Q3 2025 | $392K |
| Q4 2025 | $60K |
| Q4 2025 | $434K |
| Q4 2025 | $639K |
| Q4 2025 | $54K |
| Q4 2025 | $84K |
| Q4 2025 | $3K |
| Q4 2025 | $47K |
| Q4 2025 | $8K |
| Q4 2025 | $21K |
| Q4 2025 | $488K |
| Q4 2025 | $14K |
| Q4 2025 | $24K |
| Q4 2025 | $110K |
| Q4 2025 | $7K |
| Q4 2025 | $1.1M |
| Q4 2025 | $1K |
| Q4 2025 | $13K |
| Q4 2025 | $68K |
| Q4 2025 | $14K |
| Q4 2025 | $16K |
| Q4 2025 | $5.5M |
| Q4 2025 | $290K |
| Q4 2025 | $56K |
| Q4 2025 | $895K |
| Q4 2025 | $68K |
| Q4 2025 | $153K |
| Q4 2025 | $35K |
| Q4 2025 | $64K |
| Q4 2025 | $483K |
| Q1 2026 | $61K |
| Q1 2026 | $387K |
| Q1 2026 | $659K |
| Q1 2026 | $51K |
| Q1 2026 | $84K |
| Q1 2026 | $3K |
| Q1 2026 | $47K |
| Q1 2026 | $8K |
| Q1 2026 | $22K |
| Q1 2026 | $505K |
| Q1 2026 | $14K |
| Q1 2026 | $5K |
| Q1 2026 | $82K |
| Q1 2026 | $6K |
| Q1 2026 | $7K |
| Q1 2026 | $988K |
| Q1 2026 | $1K |
| Q1 2026 | $13K |
| Q1 2026 | $13K |
| Q1 2026 | $69K |
| Q1 2026 | $12K |
| Q1 2026 | $15K |
| Q1 2026 | $5.3M |
| Q1 2026 | $303K |
| Q1 2026 | $51K |
| Q1 2026 | $918K |
| Q1 2026 | $64K |
| Q1 2026 | $137K |
| Q1 2026 | $36K |
| Q1 2026 | $59K |
| Q1 2026 | $463K |
| Q2 2026 | $240K |
| Q2 2026 | $463K |
| Q2 2026 | $767K |
| Q2 2026 | $59K |
| Q2 2026 | $90K |
| Q2 2026 | $3K |
| Q2 2026 | $47K |
| Q2 2026 | $8K |
| Q2 2026 | $24K |
| Q2 2026 | $547K |
| Q2 2026 | $15K |
| Q2 2026 | $6K |
| Q2 2026 | $90K |
| Q2 2026 | $1.3M |
| Q2 2026 | $13K |
| Q2 2026 | $16K |
| Q2 2026 | $84K |
| Q2 2026 | $14K |
| Q2 2026 | $17K |
| Q2 2026 | $6.2M |
| Q2 2026 | $326K |
| Q2 2026 | $61K |
| Q2 2026 | $1.1M |
| Q2 2026 | $62K |
| Q2 2026 | $162K |
| Q2 2026 | $41K |
| Q2 2026 | $59K |
| Q2 2026 | $571K |
| Q3 2026 | $276K |
| Q3 2026 | $488K |
| Q3 2026 | $814K |
| Q3 2026 | $61K |
| Q3 2026 | $91K |
| Q3 2026 | $3K |
| Q3 2026 | $43K |
| Q3 2026 | $8K |
| Q3 2026 | $24K |
| Q3 2026 | $540K |
| Q3 2026 | $15K |
| Q3 2026 | $6K |
| Q3 2026 | $83K |
| Q3 2026 | $1.4M |
| Q3 2026 | $12K |
| Q3 2026 | $15K |
| Q3 2026 | $78K |
| Q3 2026 | $14K |
| Q3 2026 | $18K |
| Q3 2026 | $6.3M |
| Q3 2026 | $324K |
| Q3 2026 | $58K |
| Q3 2026 | $1.1M |
| Q3 2026 | $64K |
| Q3 2026 | $170K |
| Q3 2026 | $41K |
| Q3 2026 | $55K |
| Q3 2026 | $598K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $598K | 1.6K | — | — |
| Q3 2026 | $55K | 194 | — | — |
| Q3 2026 | $41K | 187 | — | — |
| Q3 2026 | $170K | 1.9K | — | — |
| Q3 2026 | $64K | 181 | — | — |
| Q3 2026 | $1.1M | 14.1K | — | — |
| Q3 2026 | $58K | 200 | — | — |
| Q3 2026 | $324K | 1.7K | — | — |
| Q3 2026 | $6.3M | 9.1K | — | — |
| Q3 2026 | $18K | 51 | — | — |
| Q3 2026 | $14K | 112 | — | — |
| Q3 2026 | $78K | 691 | — | — |
| Q3 2026 | $15K | 80 | — | — |
| Q3 2026 | $12K | 159 | — | — |
| Q3 2026 | $1.4M | 11.1K | — | — |
| Q3 2026 | $83K | 227 | — | — |
| Q3 2026 | $6K | 99 | — | — |
| Q3 2026 | $15K | 151 | — | — |
| Q3 2026 | $540K | 3.5K | — | — |
| Q3 2026 | $24K | 342 | — | — |
| Q3 2026 | $8K | 113 | — | — |
| Q3 2026 | $43K | 564 | — | — |
| Q3 2026 | $3K | 37 | — | — |
| Q3 2026 | $91K | 413 | — | — |
| Q3 2026 | $61K | 215 | — | — |
| Q3 2026 | $814K | 5.1K | — | — |
| Q3 2026 | $488K | 5.3K | — | — |
| Q3 2026 | $276K | 3.2K | — | — |
| Q2 2026 | $571K | 1.5K | — | — |
| Q2 2026 | $59K | 194 | — | — |
| Q2 2026 | $41K | 187 | — | — |
| Q2 2026 | $162K | 1.9K | — | — |
| Q2 2026 | $62K | 181 | — | — |
| Q2 2026 | $1.1M | 13.9K | — | — |
| Q2 2026 | $61K | 200 | — | — |
| Q2 2026 | $326K | 1.7K | — | — |
| Q2 2026 | $6.2M | 9.0K | — | — |
| Q2 2026 | $17K | 51 | — | — |
| Q2 2026 | $14K | 112 | — | — |
| Q2 2026 | $84K | 689 | — | — |
| Q2 2026 | $16K | 80 | — | — |
| Q2 2026 | $13K | 159 | — | — |
| Q2 2026 | $1.3M | 11.1K | — | — |
| Q2 2026 | $90K | 227 | — | — |
| Q2 2026 | $6K | 99 | — | — |
| Q2 2026 | $15K | 151 | — | — |
| Q2 2026 | $547K | 3.5K | — | — |
| Q2 2026 | $24K | 342 | — | — |
| Q2 2026 | $8K | 113 | — | — |
| Q2 2026 | $47K | 602 | — | — |
| Q2 2026 | $3K | 37 | — | — |
| Q2 2026 | $90K | 412 | — | — |
| Q2 2026 | $59K | 215 | — | — |
| Q2 2026 | $767K | 4.7K | — | — |
| Q2 2026 | $463K | 5.3K | — | — |
| Q2 2026 | $240K | 2.8K | — | — |
| Q1 2026 | $463K | 1.4K | — | — |
| Q1 2026 | $59K | 225 | — | — |
| Q1 2026 | $36K | 185 | — | — |
| Q1 2026 | $137K | 313 | — | — |
| Q1 2026 | $64K | 215 | — | — |
| Q1 2026 | $918K | 3.2K | — | — |
| Q1 2026 | $51K | 200 | — | — |
| Q1 2026 | $303K | 1.6K | — | — |
| Q1 2026 | $5.3M | 8.9K | — | — |
| Q1 2026 | $15K | 51 | — | — |
| Q1 2026 | $12K | 112 | — | — |
| Q1 2026 | $69K | 687 | — | — |
| Q1 2026 | $13K | 80 | — | — |
| Q1 2026 | $13K | 159 | — | — |
| Q1 2026 | $1K | 5 | — | — |
| Q1 2026 | $988K | 1.4K | — | — |
| Q1 2026 | $7K | 24 | — | — |
| Q1 2026 | $6K | 32 | — | — |
| Q1 2026 | $82K | 227 | — | — |
| Q1 2026 | $5K | 99 | — | — |
| Q1 2026 | $14K | 151 | — | — |
| Q1 2026 | $505K | 3.4K | — | — |
| Q1 2026 | $22K | 342 | — | — |
| Q1 2026 | $8K | 113 | — | — |
| Q1 2026 | $47K | 596 | — | — |
| Q1 2026 | $3K | 37 | — | — |
| Q1 2026 | $84K | 411 | — | — |
| Q1 2026 | $51K | 214 | — | — |
| Q1 2026 | $659K | 4.5K | — | — |
| Q1 2026 | $387K | 1.1K | — | — |
| Q1 2026 | $61K | 793 | — | — |
| Q4 2025 | $483K | 1.4K | — | — |
| Q4 2025 | $64K | 248 | — | — |
| Q4 2025 | $35K | 184 | — | — |
| Q4 2025 | $153K | 313 | — | — |
| Q4 2025 | $68K | 214 | — | — |
| Q4 2025 | $895K | 3.1K | — | — |
| Q4 2025 | $56K | 200 | — | — |
| Q4 2025 | $290K | 1.6K | — | — |
| Q4 2025 | $5.5M | 8.8K | — | — |
| Q4 2025 | $16K | 51 | — | — |
| Q4 2025 | $14K | 112 | — | — |
| Q4 2025 | $68K | 685 | — | — |
| Q4 2025 | $13K | 80 | — | — |
| Q4 2025 | $1K | 5 | — | — |
| Q4 2025 | $1.1M | 1.4K | — | — |
| Q4 2025 | $7K | 24 | — | — |
| Q4 2025 | $110K | 279 | — | — |
| Q4 2025 | $24K | 451 | — | — |
| Q4 2025 | $14K | 151 | — | — |
| Q4 2025 | $488K | 3.4K | — | — |
| Q4 2025 | $21K | 342 | — | — |
| Q4 2025 | $8K | 113 | — | — |
| Q4 2025 | $47K | 594 | — | — |
| Q4 2025 | $3K | 37 | — | — |
| Q4 2025 | $84K | 409 | — | — |
| Q4 2025 | $54K | 213 | — | — |
| Q4 2025 | $639K | 4.5K | — | — |
| Q4 2025 | $434K | 1.1K | — | — |
| Q4 2025 | $60K | 793 | — | — |
| Q3 2025 | $392K | 1.2K | — | — |
| Q3 2025 | $63K | 248 | — | — |
| Q3 2025 | $48K | 260 | — | — |
| Q3 2025 | $150K | 312 | — | — |
| Q3 2025 | $66K | 214 | — | — |
| Q3 2025 | $899K | 3.1K | — | — |
| Q3 2025 | $59K | 200 | — | — |
| Q3 2025 | $283K | 1.6K | — | — |
| Q3 2025 | $5.3M | 8.7K | — | — |
| Q3 2025 | $15K | 51 | — | — |
| Q3 2025 | $13K | 112 | — | — |
| Q3 2025 | $67K | 683 | — | — |
| Q3 2025 | $12K | 80 | — | — |
| Q3 2025 | $1K | 5 | — | — |
| Q3 2025 | $1.1M | 1.4K | — | — |
| Q3 2025 | $7K | 24 | — | — |
| Q3 2025 | $111K | 279 | — | — |
| Q3 2025 | $5K | 99 | — | — |
| Q3 2025 | $13K | 151 | — | — |
| Q3 2025 | $443K | 3.1K | — | — |
| Q3 2025 | $20K | 342 | — | — |
| Q3 2025 | $8K | 113 | — | — |
| Q3 2025 | $46K | 587 | — | — |
| Q3 2025 | $3K | 37 | — | — |
| Q3 2025 | $81K | 408 | — | — |
| Q3 2025 | $52K | 213 | — | — |
| Q3 2025 | $616K | 4.5K | — | — |
| Q3 2025 | $423K | 1.1K | — | — |
| Q3 2025 | $28K | 383 | — | — |