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DWR WEALTH MANAGEMENT, LLC → VGES

DWR WEALTH MANAGEMENT, LLC VGES Position History

VGES

Quarters held
20
Latest value
$3.9M
Q3 2026
Peak value
$9.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$9M
Q4 2025$4.1M
Q4 2025$1.1M
Q4 2025$837K
Q4 2025$4.5M
Q1 2026$8.7M
Q1 2026$3.9M
Q1 2026$974K
Q1 2026$812K
Q1 2026$4.2M
Q2 2026$9.4M
Q2 2026$4.1M
Q2 2026$1.1M
Q2 2026$991K
Q2 2026$4.2M
Q3 2026$9.4M
Q3 2026$4M
Q3 2026$1M
Q3 2026$931K
Q3 2026$3.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.9M42.7K——
Q3 2026$931K8.3K——
Q3 2026$1M11.7K——
Q3 2026$4M67.2K——
Q3 2026$9.4M132.5K——
Q2 2026$4.2M43.1K——
Q2 2026$991K8.2K——
Q2 2026$1.1M11.9K——
Q2 2026$4.1M68.5K——
Q2 2026$9.4M133.1K——
Q1 2026$4.2M48.4K——
Q1 2026$812K8.4K——
Q1 2026$974K12.2K——
Q1 2026$3.9M74.7K——
Q1 2026$8.7M141.0K——
Q4 2025$4.5M50.9K——
Q4 2025$837K8.3K——
Q4 2025$1.1M12.7K——
Q4 2025$4.1M77.0K——
Q4 2025$9M143.5K——

Other funds holding VGES

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