Back to VGES
Discipline Wealth Solutions, LLC → VGES
Discipline Wealth Solutions, LLC VGES Position History
VGES
Quarters held
118
Latest value
$32.1M
Q3 2026
Peak value
$64.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $329K |
| Q3 2025 | $43.7M |
| Q3 2025 | $3M |
| Q3 2025 | $921K |
| Q3 2025 | $18.8M |
| Q3 2025 | $273K |
| Q3 2025 | $1M |
| Q3 2025 | $22.9M |
| Q3 2025 | $339K |
| Q3 2025 | $416K |
| Q3 2025 | $209K |
| Q3 2025 | $311K |
| Q3 2025 | $618K |
| Q3 2025 | $1.7M |
| Q3 2025 | $210K |
| Q3 2025 | $12.3M |
| Q3 2025 | $466K |
| Q3 2025 | $4.5M |
| Q3 2025 | $744K |
| Q3 2025 | $2.1M |
| Q3 2025 | $2.5M |
| Q3 2025 | $1.8M |
| Q4 2025 | $1.1M |
| Q4 2025 | $49.1M |
| Q4 2025 | $9.8M |
| Q4 2025 | $1.9M |
| Q4 2025 | $23.2M |
| Q4 2025 | $352K |
| Q4 2025 | $1.3M |
| Q4 2025 | $25.8M |
| Q4 2025 | $944K |
| Q4 2025 | $1.2M |
| Q4 2025 | $599K |
| Q4 2025 | $904K |
| Q4 2025 | $277K |
| Q4 2025 | $6.1M |
| Q4 2025 | $954K |
| Q4 2025 | $1.6M |
| Q4 2025 | $15.9M |
| Q4 2025 | $1M |
| Q4 2025 | $18.5M |
| Q4 2025 | $774K |
| Q4 2025 | $3.5M |
| Q4 2025 | $10.8M |
| Q4 2025 | $3.5M |
| Q1 2026 | $8.9M |
| Q1 2026 | $56.3M |
| Q1 2026 | $23.2M |
| Q1 2026 | $6.8M |
| Q1 2026 | $33.9M |
| Q1 2026 | $224K |
| Q1 2026 | $2.8M |
| Q1 2026 | $28.8M |
| Q1 2026 | $8.3M |
| Q1 2026 | $967K |
| Q1 2026 | $10.5M |
| Q1 2026 | $5.6M |
| Q1 2026 | $7.8M |
| Q1 2026 | $475K |
| Q1 2026 | $16.5M |
| Q1 2026 | $2.3M |
| Q1 2026 | $1.6M |
| Q1 2026 | $32.9M |
| Q1 2026 | $8.8M |
| Q1 2026 | $51.6M |
| Q1 2026 | $723K |
| Q1 2026 | $19.9M |
| Q1 2026 | $34.9M |
| Q1 2026 | $21.6M |
| Q2 2026 | $11.8M |
| Q2 2026 | $62.8M |
| Q2 2026 | $24.1M |
| Q2 2026 | $10.1M |
| Q2 2026 | $46.2M |
| Q2 2026 | $202K |
| Q2 2026 | $283K |
| Q2 2026 | $3.9M |
| Q2 2026 | $31.9M |
| Q2 2026 | $11.4M |
| Q2 2026 | $1.4M |
| Q2 2026 | $15M |
| Q2 2026 | $8.3M |
| Q2 2026 | $10.8M |
| Q2 2026 | $2.4M |
| Q2 2026 | $16.3M |
| Q2 2026 | $3.4M |
| Q2 2026 | $1.5M |
| Q2 2026 | $47.8M |
| Q2 2026 | $12.5M |
| Q2 2026 | $60.3M |
| Q2 2026 | $850K |
| Q2 2026 | $28M |
| Q2 2026 | $44.3M |
| Q2 2026 | $31.6M |
| Q3 2026 | $11.8M |
| Q3 2026 | $64.5M |
| Q3 2026 | $23.9M |
| Q3 2026 | $10.1M |
| Q3 2026 | $49.4M |
| Q3 2026 | $314K |
| Q3 2026 | $3.9M |
| Q3 2026 | $33M |
| Q3 2026 | $11.7M |
| Q3 2026 | $1.6M |
| Q3 2026 | $14.9M |
| Q3 2026 | $8.6M |
| Q3 2026 | $10.6M |
| Q3 2026 | $2.9M |
| Q3 2026 | $16.2M |
| Q3 2026 | $3.5M |
| Q3 2026 | $1.5M |
| Q3 2026 | $51M |
| Q3 2026 | $11.8M |
| Q3 2026 | $55.8M |
| Q3 2026 | $882K |
| Q3 2026 | $27.4M |
| Q3 2026 | $40.9M |
| Q3 2026 | $32.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $32.1M | 85.7K | — | — |
| Q3 2026 | $40.9M | 143.8K | — | — |
| Q3 2026 | $27.4M | 126.6K | — | — |
| Q3 2026 | $882K | 9.8K | — | — |
| Q3 2026 | $55.8M | 241.3K | — | — |
| Q3 2026 | $11.8M | 131.4K | — | — |
| Q3 2026 | $51M | 72.7K | — | — |
| Q3 2026 | $1.5M | 25.9K | — | — |
| Q3 2026 | $3.5M | 45.0K | — | — |
| Q3 2026 | $16.2M | 281.1K | — | — |
| Q3 2026 | $2.9M | 23.3K | — | — |
| Q3 2026 | $10.6M | 121.9K | — | — |
| Q3 2026 | $8.6M | 144.8K | — | — |
| Q3 2026 | $14.9M | 179.3K | — | — |
| Q3 2026 | $1.6M | 10.0K | — | — |
| Q3 2026 | $11.7M | 75.1K | — | — |
| Q3 2026 | $33M | 704.8K | — | — |
| Q3 2026 | $3.9M | 79.7K | — | — |
| Q3 2026 | $314K | 3.1K | — | — |
| Q3 2026 | $49.4M | 699.7K | — | — |
| Q3 2026 | $10.1M | 143.7K | — | — |
| Q3 2026 | $23.9M | 312.8K | — | — |
| Q3 2026 | $64.5M | 884.7K | — | — |
| Q3 2026 | $11.8M | 139.4K | — | — |
| Q2 2026 | $31.6M | 85.5K | — | — |
| Q2 2026 | $44.3M | 146.1K | — | — |
| Q2 2026 | $28M | 128.6K | — | — |
| Q2 2026 | $850K | 9.9K | — | — |
| Q2 2026 | $60.3M | 248.0K | — | — |
| Q2 2026 | $12.5M | 130.0K | — | — |
| Q2 2026 | $47.8M | 69.5K | — | — |
| Q2 2026 | $1.5M | 26.1K | — | — |
| Q2 2026 | $3.4M | 43.1K | — | — |
| Q2 2026 | $16.3M | 280.0K | — | — |
| Q2 2026 | $2.4M | 20.0K | — | — |
| Q2 2026 | $10.8M | 121.5K | — | — |
| Q2 2026 | $8.3M | 138.4K | — | — |
| Q2 2026 | $15M | 179.7K | — | — |
| Q2 2026 | $1.4M | 8.8K | — | — |
| Q2 2026 | $11.4M | 73.8K | — | — |
| Q2 2026 | $31.9M | 658.1K | — | — |
| Q2 2026 | $3.9M | 76.9K | — | — |
| Q2 2026 | $283K | 2.9K | — | — |
| Q2 2026 | $202K | 1.3K | — | — |
| Q2 2026 | $46.2M | 647.8K | — | — |
| Q2 2026 | $10.1M | 137.2K | — | — |
| Q2 2026 | $24.1M | 309.5K | — | — |
| Q2 2026 | $62.8M | 818.4K | — | — |
| Q2 2026 | $11.8M | 137.9K | — | — |
| Q1 2026 | $21.6M | 67.3K | — | — |
| Q1 2026 | $34.9M | 133.2K | — | — |
| Q1 2026 | $19.9M | 101.4K | — | — |
| Q1 2026 | $723K | 1.7K | — | — |
| Q1 2026 | $51.6M | 237.7K | — | — |
| Q1 2026 | $8.8M | 99.4K | — | — |
| Q1 2026 | $32.9M | 55.0K | — | — |
| Q1 2026 | $1.6M | 26.3K | — | — |
| Q1 2026 | $2.3M | 29.5K | — | — |
| Q1 2026 | $16.5M | 281.1K | — | — |
| Q1 2026 | $475K | 681 | — | — |
| Q1 2026 | $7.8M | 94.3K | — | — |
| Q1 2026 | $5.6M | 103.9K | — | — |
| Q1 2026 | $10.5M | 139.4K | — | — |
| Q1 2026 | $967K | 7.0K | — | — |
| Q1 2026 | $8.3M | 56.6K | — | — |
| Q1 2026 | $28.8M | 599.8K | — | — |
| Q1 2026 | $2.8M | 55.8K | — | — |
| Q1 2026 | $224K | 2.4K | — | — |
| Q1 2026 | $33.9M | 528.7K | — | — |
| Q1 2026 | $6.8M | 91.9K | — | — |
| Q1 2026 | $23.2M | 295.4K | — | — |
| Q1 2026 | $56.3M | 728.9K | — | — |
| Q1 2026 | $8.9M | 114.9K | — | — |
| Q4 2025 | $3.5M | 10.3K | — | — |
| Q4 2025 | $10.8M | 41.7K | — | — |
| Q4 2025 | $3.5M | 18.4K | — | — |
| Q4 2025 | $774K | 1.6K | — | — |
| Q4 2025 | $18.5M | 87.4K | — | — |
| Q4 2025 | $1M | 11.7K | — | — |
| Q4 2025 | $15.9M | 25.3K | — | — |
| Q4 2025 | $1.6M | 27.0K | — | — |
| Q4 2025 | $954K | 12.0K | — | — |
| Q4 2025 | $6.1M | 103.2K | — | — |
| Q4 2025 | $277K | 368 | — | — |
| Q4 2025 | $904K | 10.8K | — | — |
| Q4 2025 | $599K | 11.1K | — | — |
| Q4 2025 | $1.2M | 16.0K | — | — |
| Q4 2025 | $944K | 6.6K | — | — |
| Q4 2025 | $25.8M | 534.8K | — | — |
| Q4 2025 | $1.3M | 26.6K | — | — |
| Q4 2025 | $352K | 3.9K | — | — |
| Q4 2025 | $23.2M | 371.4K | — | — |
| Q4 2025 | $1.9M | 26.3K | — | — |
| Q4 2025 | $9.8M | 123.9K | — | — |
| Q4 2025 | $49.1M | 630.3K | — | — |
| Q4 2025 | $1.1M | 14.1K | — | — |
| Q3 2025 | $1.8M | 5.6K | — | — |
| Q3 2025 | $2.5M | 9.9K | — | — |
| Q3 2025 | $2.1M | 11.3K | — | — |
| Q3 2025 | $744K | 1.6K | — | — |
| Q3 2025 | $4.5M | 21.7K | — | — |
| Q3 2025 | $466K | 5.1K | — | — |
| Q3 2025 | $12.3M | 20.0K | — | — |
| Q3 2025 | $210K | 2.5K | — | — |
| Q3 2025 | $1.7M | 28.2K | — | — |
| Q3 2025 | $618K | 7.7K | — | — |
| Q3 2025 | $311K | 3.9K | — | — |
| Q3 2025 | $209K | 3.8K | — | — |
| Q3 2025 | $416K | 5.8K | — | — |
| Q3 2025 | $339K | 2.4K | — | — |
| Q3 2025 | $22.9M | 462.5K | — | — |
| Q3 2025 | $1M | 20.4K | — | — |
| Q3 2025 | $273K | 3.2K | — | — |
| Q3 2025 | $18.8M | 314.2K | — | — |
| Q3 2025 | $921K | 12.4K | — | — |
| Q3 2025 | $3M | 37.8K | — | — |
| Q3 2025 | $43.7M | 559.9K | — | — |
| Q3 2025 | $329K | 4.5K | — | — |