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DWM Financial Group, Inc. → VGES

DWM Financial Group, Inc. VGES Position History

VGES

Quarters held
10
Latest value
$1M
Q3 2026
Peak value
$7.2M
First seen
Q2 2026

Dollar value over time

Show data table
PeriodPosition value
Q2 2026$424K
Q2 2026$7.2M
Q2 2026$210K
Q2 2026$747K
Q2 2026$944K
Q3 2026$567K
Q3 2026$7.2M
Q3 2026$296K
Q3 2026$845K
Q3 2026$1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1M2.8K——
Q3 2026$845K3.9K——
Q3 2026$296K422——
Q3 2026$7.2M126.6K——
Q3 2026$567K4.5K——
Q2 2026$944K2.8K——
Q2 2026$747K3.9K——
Q2 2026$210K336——
Q2 2026$7.2M120.2K——
Q2 2026$424K563——

Other funds holding VGES

Other DWM Financial Group, Inc. positions

IAU

ISHARES GOLD TR

$14.6M
HTD

JOHN HANCOCK EXCHANGE TRADED

$13.4M
HTD

JOHN HANCOCK EXCHANGE TRADED

$12.8M
IAU

ISHARES GOLD TR

$8.3M
INVH

INVESCO EXCH TRD SLF IDX FD

$6.6M
INVH

INVESCO EXCH TRD SLF IDX FD

$6.6M
FBP

FIRST BANCORP N C

$3.8M
QQQ

INVESCO QQQ TR

$3.6M