Back to VGES
Essential Planning, LLC. → VGES
Essential Planning, LLC. VGES Position History
VGES
Quarters held
96
Latest value
$27.7M
Q3 2026
Peak value
$56.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $857K |
| Q3 2025 | $406K |
| Q3 2025 | $429K |
| Q3 2025 | $7.2M |
| Q3 2025 | $56.8M |
| Q3 2025 | $2.6M |
| Q3 2025 | $6.1M |
| Q3 2025 | $1.2M |
| Q3 2025 | $298K |
| Q3 2025 | $259K |
| Q3 2025 | $443K |
| Q3 2025 | $552K |
| Q3 2025 | $1.1M |
| Q3 2025 | $644K |
| Q3 2025 | $209K |
| Q3 2025 | $268K |
| Q3 2025 | $383K |
| Q3 2025 | $19M |
| Q4 2025 | $846K |
| Q4 2025 | $403K |
| Q4 2025 | $425K |
| Q4 2025 | $7.6M |
| Q4 2025 | $54.5M |
| Q4 2025 | $3.8M |
| Q4 2025 | $5.7M |
| Q4 2025 | $365K |
| Q4 2025 | $644K |
| Q4 2025 | $526K |
| Q4 2025 | $248K |
| Q4 2025 | $442K |
| Q4 2025 | $404K |
| Q4 2025 | $1.1M |
| Q4 2025 | $606K |
| Q4 2025 | $687K |
| Q4 2025 | $273K |
| Q4 2025 | $369K |
| Q4 2025 | $350K |
| Q4 2025 | $21.1M |
| Q1 2026 | $783K |
| Q1 2026 | $398K |
| Q1 2026 | $386K |
| Q1 2026 | $8.2M |
| Q1 2026 | $52.7M |
| Q1 2026 | $4.6M |
| Q1 2026 | $5.8M |
| Q1 2026 | $634K |
| Q1 2026 | $639K |
| Q1 2026 | $514K |
| Q1 2026 | $264K |
| Q1 2026 | $441K |
| Q1 2026 | $384K |
| Q1 2026 | $1.1M |
| Q1 2026 | $551K |
| Q1 2026 | $705K |
| Q1 2026 | $379K |
| Q1 2026 | $353K |
| Q1 2026 | $21.3M |
| Q2 2026 | $801K |
| Q2 2026 | $404K |
| Q2 2026 | $459K |
| Q2 2026 | $8.5M |
| Q2 2026 | $49.7M |
| Q2 2026 | $6.3M |
| Q2 2026 | $5.9M |
| Q2 2026 | $897K |
| Q2 2026 | $640K |
| Q2 2026 | $271K |
| Q2 2026 | $265K |
| Q2 2026 | $438K |
| Q2 2026 | $371K |
| Q2 2026 | $1M |
| Q2 2026 | $617K |
| Q2 2026 | $681K |
| Q2 2026 | $421K |
| Q2 2026 | $409K |
| Q2 2026 | $26.1M |
| Q3 2026 | $757K |
| Q3 2026 | $379K |
| Q3 2026 | $525K |
| Q3 2026 | $8.4M |
| Q3 2026 | $45.5M |
| Q3 2026 | $7.3M |
| Q3 2026 | $5.6M |
| Q3 2026 | $888K |
| Q3 2026 | $619K |
| Q3 2026 | $521K |
| Q3 2026 | $248K |
| Q3 2026 | $256K |
| Q3 2026 | $383K |
| Q3 2026 | $364K |
| Q3 2026 | $895K |
| Q3 2026 | $622K |
| Q3 2026 | $647K |
| Q3 2026 | $417K |
| Q3 2026 | $384K |
| Q3 2026 | $27.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $27.7M | 74.1K | — | — |
| Q3 2026 | $384K | 1.3K | — | — |
| Q3 2026 | $417K | 1.9K | — | — |
| Q3 2026 | $647K | 2.8K | — | — |
| Q3 2026 | $622K | 888 | — | — |
| Q3 2026 | $895K | 20.2K | — | — |
| Q3 2026 | $364K | 4.7K | — | — |
| Q3 2026 | $383K | 6.7K | — | — |
| Q3 2026 | $256K | 1.2K | — | — |
| Q3 2026 | $248K | 4.2K | — | — |
| Q3 2026 | $521K | 3.4K | — | — |
| Q3 2026 | $619K | 13.2K | — | — |
| Q3 2026 | $888K | 17.9K | — | — |
| Q3 2026 | $5.6M | 113.4K | — | — |
| Q3 2026 | $7.3M | 103.5K | — | — |
| Q3 2026 | $45.5M | 648.2K | — | — |
| Q3 2026 | $8.4M | 109.6K | — | — |
| Q3 2026 | $525K | 3.9K | — | — |
| Q3 2026 | $379K | 6.4K | — | — |
| Q3 2026 | $757K | 8.9K | — | — |
| Q2 2026 | $26.1M | 70.6K | — | — |
| Q2 2026 | $409K | 1.3K | — | — |
| Q2 2026 | $421K | 1.9K | — | — |
| Q2 2026 | $681K | 2.8K | — | — |
| Q2 2026 | $617K | 898 | — | — |
| Q2 2026 | $1M | 21.8K | — | — |
| Q2 2026 | $371K | 4.7K | — | — |
| Q2 2026 | $438K | 7.5K | — | — |
| Q2 2026 | $265K | 1.2K | — | — |
| Q2 2026 | $271K | 4.5K | — | — |
| Q2 2026 | $640K | 13.2K | — | — |
| Q2 2026 | $897K | 18.0K | — | — |
| Q2 2026 | $5.9M | 116.6K | — | — |
| Q2 2026 | $6.3M | 88.4K | — | — |
| Q2 2026 | $49.7M | 677.0K | — | — |
| Q2 2026 | $8.5M | 109.2K | — | — |
| Q2 2026 | $459K | 3.5K | — | — |
| Q2 2026 | $404K | 6.4K | — | — |
| Q2 2026 | $801K | 9.4K | — | — |
| Q1 2026 | $21.3M | 66.3K | — | — |
| Q1 2026 | $353K | 1.3K | — | — |
| Q1 2026 | $379K | 1.9K | — | — |
| Q1 2026 | $705K | 3.2K | — | — |
| Q1 2026 | $551K | 923 | — | — |
| Q1 2026 | $1.1M | 22.8K | — | — |
| Q1 2026 | $384K | 4.8K | — | — |
| Q1 2026 | $441K | 7.5K | — | — |
| Q1 2026 | $264K | 1.2K | — | — |
| Q1 2026 | $514K | 9.5K | — | — |
| Q1 2026 | $639K | 13.3K | — | — |
| Q1 2026 | $634K | 12.7K | — | — |
| Q1 2026 | $5.8M | 117.1K | — | — |
| Q1 2026 | $4.6M | 72.2K | — | — |
| Q1 2026 | $52.7M | 716.2K | — | — |
| Q1 2026 | $8.2M | 103.9K | — | — |
| Q1 2026 | $386K | 3.4K | — | — |
| Q1 2026 | $398K | 6.3K | — | — |
| Q1 2026 | $783K | 10.1K | — | — |
| Q4 2025 | $21.1M | 63.0K | — | — |
| Q4 2025 | $350K | 1.4K | — | — |
| Q4 2025 | $369K | 1.9K | — | — |
| Q4 2025 | $273K | 559 | — | — |
| Q4 2025 | $687K | 3.2K | — | — |
| Q4 2025 | $606K | 967 | — | — |
| Q4 2025 | $1.1M | 22.9K | — | — |
| Q4 2025 | $404K | 5.1K | — | — |
| Q4 2025 | $442K | 7.5K | — | — |
| Q4 2025 | $248K | 1.2K | — | — |
| Q4 2025 | $526K | 9.8K | — | — |
| Q4 2025 | $644K | 13.3K | — | — |
| Q4 2025 | $365K | 7.3K | — | — |
| Q4 2025 | $5.7M | 115.4K | — | — |
| Q4 2025 | $3.8M | 60.3K | — | — |
| Q4 2025 | $54.5M | 736.3K | — | — |
| Q4 2025 | $7.6M | 95.9K | — | — |
| Q4 2025 | $425K | 3.5K | — | — |
| Q4 2025 | $403K | 6.3K | — | — |
| Q4 2025 | $846K | 11.2K | — | — |
| Q3 2025 | $19M | 57.8K | — | — |
| Q3 2025 | $383K | 1.5K | — | — |
| Q3 2025 | $268K | 559 | — | — |
| Q3 2025 | $209K | 1.0K | — | — |
| Q3 2025 | $644K | 1.1K | — | — |
| Q3 2025 | $1.1M | 23.5K | — | — |
| Q3 2025 | $552K | 6.9K | — | — |
| Q3 2025 | $443K | 7.5K | — | — |
| Q3 2025 | $259K | 1.2K | — | — |
| Q3 2025 | $298K | 5.5K | — | — |
| Q3 2025 | $1.2M | 24.1K | — | — |
| Q3 2025 | $6.1M | 119.5K | — | — |
| Q3 2025 | $2.6M | 43.9K | — | — |
| Q3 2025 | $56.8M | 763.2K | — | — |
| Q3 2025 | $7.2M | 91.1K | — | — |
| Q3 2025 | $429K | 3.6K | — | — |
| Q3 2025 | $406K | 6.3K | — | — |
| Q3 2025 | $857K | 11.7K | — | — |