Back to VGES
Dynamic Wealth Strategies, LLC → VGES
Dynamic Wealth Strategies, LLC VGES Position History
VGES
Quarters held
101
Latest value
$12.5M
Q3 2026
Peak value
$16.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $49K |
| Q3 2025 | $32K |
| Q3 2025 | $11.9M |
| Q3 2025 | $4.5M |
| Q3 2025 | $1K |
| Q3 2025 | $299K |
| Q3 2025 | $1.1M |
| Q3 2025 | $79K |
| Q3 2025 | $162K |
| Q3 2025 | $3K |
| Q3 2025 | $8.3M |
| Q3 2025 | $8.2M |
| Q3 2025 | $383K |
| Q3 2025 | $11K |
| Q3 2025 | $11K |
| Q3 2025 | $204K |
| Q3 2025 | $13K |
| Q3 2025 | $1.4M |
| Q3 2025 | $394K |
| Q3 2025 | $10.3M |
| Q4 2025 | $50K |
| Q4 2025 | $32K |
| Q4 2025 | $15.5M |
| Q4 2025 | $5.6M |
| Q4 2025 | $11K |
| Q4 2025 | $520K |
| Q4 2025 | $326K |
| Q4 2025 | $1K |
| Q4 2025 | $1.3M |
| Q4 2025 | $80K |
| Q4 2025 | $183K |
| Q4 2025 | $8.8M |
| Q4 2025 | $9.1M |
| Q4 2025 | $378K |
| Q4 2025 | $11K |
| Q4 2025 | $10K |
| Q4 2025 | $202K |
| Q4 2025 | $13K |
| Q4 2025 | $2.1M |
| Q4 2025 | $394K |
| Q4 2025 | $11.1M |
| Q1 2026 | $44K |
| Q1 2026 | $33K |
| Q1 2026 | $16.6M |
| Q1 2026 | $6.1M |
| Q1 2026 | $553K |
| Q1 2026 | $349K |
| Q1 2026 | $1K |
| Q1 2026 | $1.3M |
| Q1 2026 | $81K |
| Q1 2026 | $656K |
| Q1 2026 | $9M |
| Q1 2026 | $9.8M |
| Q1 2026 | $374K |
| Q1 2026 | $12K |
| Q1 2026 | $10K |
| Q1 2026 | $196K |
| Q1 2026 | $14K |
| Q1 2026 | $2.2M |
| Q1 2026 | $353K |
| Q1 2026 | $11.5M |
| Q2 2026 | $53K |
| Q2 2026 | $37K |
| Q2 2026 | $16.6M |
| Q2 2026 | $6.7M |
| Q2 2026 | $546K |
| Q2 2026 | $361K |
| Q2 2026 | $1K |
| Q2 2026 | $1.6M |
| Q2 2026 | $82K |
| Q2 2026 | $9M |
| Q2 2026 | $9M |
| Q2 2026 | $10.8M |
| Q2 2026 | $374K |
| Q2 2026 | $13K |
| Q2 2026 | $11K |
| Q2 2026 | $207K |
| Q2 2026 | $15K |
| Q2 2026 | $2.5M |
| Q2 2026 | $418K |
| Q2 2026 | $12.7M |
| Q3 2026 | $56K |
| Q3 2026 | $37K |
| Q3 2026 | $16.2M |
| Q3 2026 | $5.7M |
| Q3 2026 | $258K |
| Q3 2026 | $445K |
| Q3 2026 | $1K |
| Q3 2026 | $2.5M |
| Q3 2026 | $79K |
| Q3 2026 | $15M |
| Q3 2026 | $5.9M |
| Q3 2026 | $10.7M |
| Q3 2026 | $356K |
| Q3 2026 | $13K |
| Q3 2026 | $11K |
| Q3 2026 | $188K |
| Q3 2026 | $15K |
| Q3 2026 | $1.9M |
| Q3 2026 | $437K |
| Q3 2026 | $12.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.5M | 58.1K | — | — |
| Q3 2026 | $437K | 4.8K | — | — |
| Q3 2026 | $1.9M | 24.6K | — | — |
| Q3 2026 | $15K | 63 | — | — |
| Q3 2026 | $188K | 2.1K | — | — |
| Q3 2026 | $11K | 37 | — | — |
| Q3 2026 | $13K | 64 | — | — |
| Q3 2026 | $356K | 4.6K | — | — |
| Q3 2026 | $10.7M | 242.0K | — | — |
| Q3 2026 | $5.9M | 103.5K | — | — |
| Q3 2026 | $15M | 261.4K | — | — |
| Q3 2026 | $79K | 360 | — | — |
| Q3 2026 | $2.5M | 42.6K | — | — |
| Q3 2026 | $1K | 8 | — | — |
| Q3 2026 | $445K | 9.5K | — | — |
| Q3 2026 | $258K | 4.1K | — | — |
| Q3 2026 | $5.7M | 81.2K | — | — |
| Q3 2026 | $16.2M | 231.4K | — | — |
| Q3 2026 | $37K | 229 | — | — |
| Q3 2026 | $56K | 605 | — | — |
| Q2 2026 | $12.7M | 58.3K | — | — |
| Q2 2026 | $418K | 4.8K | — | — |
| Q2 2026 | $2.5M | 31.4K | — | — |
| Q2 2026 | $15K | 63 | — | — |
| Q2 2026 | $207K | 2.1K | — | — |
| Q2 2026 | $11K | 37 | — | — |
| Q2 2026 | $13K | 64 | — | — |
| Q2 2026 | $374K | 4.5K | — | — |
| Q2 2026 | $10.8M | 230.1K | — | — |
| Q2 2026 | $9M | 153.4K | — | — |
| Q2 2026 | $9M | 154.1K | — | — |
| Q2 2026 | $82K | 360 | — | — |
| Q2 2026 | $1.6M | 27.5K | — | — |
| Q2 2026 | $1K | 8 | — | — |
| Q2 2026 | $361K | 7.5K | — | — |
| Q2 2026 | $546K | 8.1K | — | — |
| Q2 2026 | $6.7M | 93.6K | — | — |
| Q2 2026 | $16.6M | 226.5K | — | — |
| Q2 2026 | $37K | 229 | — | — |
| Q2 2026 | $53K | 605 | — | — |
| Q1 2026 | $11.5M | 58.7K | — | — |
| Q1 2026 | $353K | 808 | — | — |
| Q1 2026 | $2.2M | 7.7K | — | — |
| Q1 2026 | $14K | 63 | — | — |
| Q1 2026 | $196K | 2.2K | — | — |
| Q1 2026 | $10K | 37 | — | — |
| Q1 2026 | $12K | 64 | — | — |
| Q1 2026 | $374K | 4.5K | — | — |
| Q1 2026 | $9.8M | 209.4K | — | — |
| Q1 2026 | $9M | 150.4K | — | — |
| Q1 2026 | $656K | 11.2K | — | — |
| Q1 2026 | $81K | 360 | — | — |
| Q1 2026 | $1.3M | 24.5K | — | — |
| Q1 2026 | $1K | 8 | — | — |
| Q1 2026 | $349K | 7.3K | — | — |
| Q1 2026 | $553K | 8.4K | — | — |
| Q1 2026 | $6.1M | 95.2K | — | — |
| Q1 2026 | $16.6M | 225.6K | — | — |
| Q1 2026 | $33K | 229 | — | — |
| Q1 2026 | $44K | 121 | — | — |
| Q4 2025 | $11.1M | 58.2K | — | — |
| Q4 2025 | $394K | 808 | — | — |
| Q4 2025 | $2.1M | 7.3K | — | — |
| Q4 2025 | $13K | 63 | — | — |
| Q4 2025 | $202K | 2.3K | — | — |
| Q4 2025 | $10K | 37 | — | — |
| Q4 2025 | $11K | 64 | — | — |
| Q4 2025 | $378K | 4.5K | — | — |
| Q4 2025 | $9.1M | 192.6K | — | — |
| Q4 2025 | $8.8M | 146.4K | — | — |
| Q4 2025 | $183K | 3.1K | — | — |
| Q4 2025 | $80K | 386 | — | — |
| Q4 2025 | $1.3M | 23.6K | — | — |
| Q4 2025 | $1K | 8 | — | — |
| Q4 2025 | $326K | 6.7K | — | — |
| Q4 2025 | $520K | 7.7K | — | — |
| Q4 2025 | $11K | 124 | — | — |
| Q4 2025 | $5.6M | 89.2K | — | — |
| Q4 2025 | $15.5M | 209.3K | — | — |
| Q4 2025 | $32K | 229 | — | — |
| Q4 2025 | $50K | 121 | — | — |
| Q3 2025 | $10.3M | 55.1K | — | — |
| Q3 2025 | $394K | 821 | — | — |
| Q3 2025 | $1.4M | 4.6K | — | — |
| Q3 2025 | $13K | 63 | — | — |
| Q3 2025 | $204K | 2.2K | — | — |
| Q3 2025 | $11K | 37 | — | — |
| Q3 2025 | $11K | 64 | — | — |
| Q3 2025 | $383K | 4.5K | — | — |
| Q3 2025 | $8.2M | 175.5K | — | — |
| Q3 2025 | $8.3M | 138.4K | — | — |
| Q3 2025 | $3K | 32 | — | — |
| Q3 2025 | $162K | 2.8K | — | — |
| Q3 2025 | $79K | 384 | — | — |
| Q3 2025 | $1.1M | 20.7K | — | — |
| Q3 2025 | $299K | 6.0K | — | — |
| Q3 2025 | $1K | 22 | — | — |
| Q3 2025 | $4.5M | 75.8K | — | — |
| Q3 2025 | $11.9M | 159.7K | — | — |
| Q3 2025 | $32K | 229 | — | — |
| Q3 2025 | $49K | 121 | — | — |
Other funds holding VGES
Other Dynamic Wealth Strategies, LLC positions
ETHA
$12.2MISHARES 0-3 MONTH TREASURY BOND ETF
ETHA
$12.1MISHARES 0-3 MONTH TREASURY BOND ETF
ETHA
$9.9MISHARES TR
ETHA
$8.5MINVESCO S&P 500 QUALITY ETF
ETHA
$7.8MINVESCO S&P 500 QUALITY ETF
STT-PG
$7.7MSTATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
ETHA
$7.1MINVESCO S&P 500 QUALITY ETF
ETHA
$7MINVESCO EXCHANGE TRADED FD T