Back to VGES
ENCOMPASS WEALTH ADVISORS, LLC → VGES
ENCOMPASS WEALTH ADVISORS, LLC VGES Position History
VGES
Quarters held
104
Latest value
$918K
Q3 2026
Peak value
$8.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.2M |
| Q3 2025 | $4M |
| Q3 2025 | $4.7M |
| Q3 2025 | $2.8M |
| Q3 2025 | $7M |
| Q3 2025 | $988K |
| Q3 2025 | $1.5M |
| Q3 2025 | $482K |
| Q3 2025 | $1.1M |
| Q3 2025 | $289K |
| Q3 2025 | $3.3M |
| Q3 2025 | $212K |
| Q3 2025 | $3.2M |
| Q3 2025 | $1.4M |
| Q3 2025 | $518K |
| Q3 2025 | $2.7M |
| Q3 2025 | $585K |
| Q4 2025 | $4.4M |
| Q4 2025 | $4.1M |
| Q4 2025 | $5.1M |
| Q4 2025 | $3.2M |
| Q4 2025 | $7.3M |
| Q4 2025 | $998K |
| Q4 2025 | $1.5M |
| Q4 2025 | $439K |
| Q4 2025 | $1.2M |
| Q4 2025 | $298K |
| Q4 2025 | $3.2M |
| Q4 2025 | $233K |
| Q4 2025 | $3.2M |
| Q4 2025 | $1.4M |
| Q4 2025 | $569K |
| Q4 2025 | $2.8M |
| Q4 2025 | $584K |
| Q1 2026 | $3.9M |
| Q1 2026 | $4.1M |
| Q1 2026 | $5.1M |
| Q1 2026 | $3.2M |
| Q1 2026 | $7.5M |
| Q1 2026 | $1M |
| Q1 2026 | $1.5M |
| Q1 2026 | $247K |
| Q1 2026 | $1.2M |
| Q1 2026 | $3.2M |
| Q1 2026 | $3.1M |
| Q1 2026 | $1.2M |
| Q1 2026 | $585K |
| Q1 2026 | $2.8M |
| Q1 2026 | $403K |
| Q2 2026 | $4.6M |
| Q2 2026 | $4.6M |
| Q2 2026 | $6.3M |
| Q2 2026 | $3.4M |
| Q2 2026 | $8.3M |
| Q2 2026 | $1.1M |
| Q2 2026 | $1.6M |
| Q2 2026 | $403K |
| Q2 2026 | $1.3M |
| Q2 2026 | $301K |
| Q2 2026 | $3.4M |
| Q2 2026 | $233K |
| Q2 2026 | $3.5M |
| Q2 2026 | $1.4M |
| Q2 2026 | $623K |
| Q2 2026 | $3.3M |
| Q2 2026 | $527K |
| Q3 2026 | $4.9M |
| Q3 2026 | $4.9M |
| Q3 2026 | $4.5M |
| Q3 2026 | $4.5M |
| Q3 2026 | $6.8M |
| Q3 2026 | $6.8M |
| Q3 2026 | $3.9M |
| Q3 2026 | $3.9M |
| Q3 2026 | $8.3M |
| Q3 2026 | $8.3M |
| Q3 2026 | $289K |
| Q3 2026 | $289K |
| Q3 2026 | $1.1M |
| Q3 2026 | $1.1M |
| Q3 2026 | $1.6M |
| Q3 2026 | $1.6M |
| Q3 2026 | $430K |
| Q3 2026 | $430K |
| Q3 2026 | $208K |
| Q3 2026 | $208K |
| Q3 2026 | $1.9M |
| Q3 2026 | $1.9M |
| Q3 2026 | $311K |
| Q3 2026 | $311K |
| Q3 2026 | $3.3M |
| Q3 2026 | $3.3M |
| Q3 2026 | $226K |
| Q3 2026 | $226K |
| Q3 2026 | $3.4M |
| Q3 2026 | $3.4M |
| Q3 2026 | $1.5M |
| Q3 2026 | $1.5M |
| Q3 2026 | $618K |
| Q3 2026 | $618K |
| Q3 2026 | $3.1M |
| Q3 2026 | $3.1M |
| Q3 2026 | $918K |
| Q3 2026 | $918K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $918K | 2.5K | — | — |
| Q3 2026 | $918K | 2.5K | — | — |
| Q3 2026 | $3.1M | 10.7K | — | — |
| Q3 2026 | $3.1M | 10.7K | — | — |
| Q3 2026 | $618K | 2.9K | — | — |
| Q3 2026 | $618K | 2.9K | — | — |
| Q3 2026 | $1.5M | 16.8K | — | — |
| Q3 2026 | $1.5M | 16.8K | — | — |
| Q3 2026 | $3.4M | 43.8K | — | — |
| Q3 2026 | $3.4M | 43.8K | — | — |
| Q3 2026 | $226K | 978 | — | — |
| Q3 2026 | $226K | 978 | — | — |
| Q3 2026 | $3.3M | 36.3K | — | — |
| Q3 2026 | $3.3M | 36.3K | — | — |
| Q3 2026 | $311K | 444 | — | — |
| Q3 2026 | $311K | 444 | — | — |
| Q3 2026 | $1.9M | 40.2K | — | — |
| Q3 2026 | $1.9M | 40.2K | — | — |
| Q3 2026 | $208K | 2.8K | — | — |
| Q3 2026 | $208K | 2.8K | — | — |
| Q3 2026 | $430K | 3.4K | — | — |
| Q3 2026 | $430K | 3.4K | — | — |
| Q3 2026 | $1.6M | 27.5K | — | — |
| Q3 2026 | $1.6M | 27.5K | — | — |
| Q3 2026 | $1.1M | 7.0K | — | — |
| Q3 2026 | $1.1M | 7.0K | — | — |
| Q3 2026 | $289K | 1.9K | — | — |
| Q3 2026 | $289K | 1.9K | — | — |
| Q3 2026 | $8.3M | 117.3K | — | — |
| Q3 2026 | $8.3M | 117.3K | — | — |
| Q3 2026 | $3.9M | 17.6K | — | — |
| Q3 2026 | $3.9M | 17.6K | — | — |
| Q3 2026 | $6.8M | 80.0K | — | — |
| Q3 2026 | $6.8M | 80.0K | — | — |
| Q3 2026 | $4.5M | 28.2K | — | — |
| Q3 2026 | $4.5M | 28.2K | — | — |
| Q3 2026 | $4.9M | 52.9K | — | — |
| Q3 2026 | $4.9M | 52.9K | — | — |
| Q2 2026 | $527K | 1.4K | — | — |
| Q2 2026 | $3.3M | 10.8K | — | — |
| Q2 2026 | $623K | 2.9K | — | — |
| Q2 2026 | $1.4M | 16.8K | — | — |
| Q2 2026 | $3.5M | 43.8K | — | — |
| Q2 2026 | $233K | 960 | — | — |
| Q2 2026 | $3.4M | 35.6K | — | — |
| Q2 2026 | $301K | 439 | — | — |
| Q2 2026 | $1.3M | 24.8K | — | — |
| Q2 2026 | $403K | 3.4K | — | — |
| Q2 2026 | $1.6M | 27.4K | — | — |
| Q2 2026 | $1.1M | 7.1K | — | — |
| Q2 2026 | $8.3M | 116.4K | — | — |
| Q2 2026 | $3.4M | 15.6K | — | — |
| Q2 2026 | $6.3M | 75.7K | — | — |
| Q2 2026 | $4.6M | 28.2K | — | — |
| Q2 2026 | $4.6M | 52.8K | — | — |
| Q1 2026 | $403K | 1.3K | — | — |
| Q1 2026 | $2.8M | 10.8K | — | — |
| Q1 2026 | $585K | 3.0K | — | — |
| Q1 2026 | $1.2M | 2.8K | — | — |
| Q1 2026 | $3.1M | 11.0K | — | — |
| Q1 2026 | $3.2M | 36.0K | — | — |
| Q1 2026 | $1.2M | 24.8K | — | — |
| Q1 2026 | $247K | 354 | — | — |
| Q1 2026 | $1.5M | 27.6K | — | — |
| Q1 2026 | $1M | 7.1K | — | — |
| Q1 2026 | $7.5M | 116.9K | — | — |
| Q1 2026 | $3.2M | 15.7K | — | — |
| Q1 2026 | $5.1M | 12.4K | — | — |
| Q1 2026 | $4.1M | 28.0K | — | — |
| Q1 2026 | $3.9M | 10.6K | — | — |
| Q4 2025 | $584K | 1.7K | — | — |
| Q4 2025 | $2.8M | 10.7K | — | — |
| Q4 2025 | $569K | 3.0K | — | — |
| Q4 2025 | $1.4M | 2.8K | — | — |
| Q4 2025 | $3.2M | 11.1K | — | — |
| Q4 2025 | $233K | 1.1K | — | — |
| Q4 2025 | $3.2M | 36.1K | — | — |
| Q4 2025 | $298K | 475 | — | — |
| Q4 2025 | $1.2M | 23.8K | — | — |
| Q4 2025 | $439K | 582 | — | — |
| Q4 2025 | $1.5M | 27.2K | — | — |
| Q4 2025 | $998K | 7.0K | — | — |
| Q4 2025 | $7.3M | 117.5K | — | — |
| Q4 2025 | $3.2M | 15.6K | — | — |
| Q4 2025 | $5.1M | 11.5K | — | — |
| Q4 2025 | $4.1M | 29.0K | — | — |
| Q4 2025 | $4.4M | 10.6K | — | — |
| Q3 2025 | $585K | 1.8K | — | — |
| Q3 2025 | $2.7M | 10.7K | — | — |
| Q3 2025 | $518K | 2.8K | — | — |
| Q3 2025 | $1.4M | 2.8K | — | — |
| Q3 2025 | $3.2M | 11.0K | — | — |
| Q3 2025 | $212K | 1.0K | — | — |
| Q3 2025 | $3.3M | 36.3K | — | — |
| Q3 2025 | $289K | 472 | — | — |
| Q3 2025 | $1.1M | 22.0K | — | — |
| Q3 2025 | $482K | 646 | — | — |
| Q3 2025 | $1.5M | 26.9K | — | — |
| Q3 2025 | $988K | 6.9K | — | — |
| Q3 2025 | $7M | 117.2K | — | — |
| Q3 2025 | $2.8M | 14.2K | — | — |
| Q3 2025 | $4.7M | 10.8K | — | — |
| Q3 2025 | $4M | 28.9K | — | — |
| Q3 2025 | $4.2M | 10.5K | — | — |