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FULCRUM WEALTH ADVISORS, LLC → VGES
FULCRUM WEALTH ADVISORS, LLC VGES Position History
VGES
Quarters held
19
Latest value
$741K
Q3 2026
Peak value
$11M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.2M |
| Q4 2025 | $6.1M |
| Q4 2025 | $630K |
| Q4 2025 | $549K |
| Q1 2026 | $324K |
| Q1 2026 | $6.9M |
| Q1 2026 | $4.8M |
| Q1 2026 | $449K |
| Q1 2026 | $691K |
| Q2 2026 | $767K |
| Q2 2026 | $5.8M |
| Q2 2026 | $5.4M |
| Q2 2026 | $497K |
| Q2 2026 | $777K |
| Q3 2026 | $918K |
| Q3 2026 | $11M |
| Q3 2026 | $5.3M |
| Q3 2026 | $477K |
| Q3 2026 | $741K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $741K | 2.6K | — | — |
| Q3 2026 | $477K | 6.1K | — | — |
| Q3 2026 | $5.3M | 7.6K | — | — |
| Q3 2026 | $11M | 126.4K | — | — |
| Q3 2026 | $918K | 10.8K | — | — |
| Q2 2026 | $777K | 2.6K | — | — |
| Q2 2026 | $497K | 6.2K | — | — |
| Q2 2026 | $5.4M | 7.9K | — | — |
| Q2 2026 | $5.8M | 65.6K | — | — |
| Q2 2026 | $767K | 9.0K | — | — |
| Q1 2026 | $691K | 2.6K | — | — |
| Q1 2026 | $449K | 1.6K | — | — |
| Q1 2026 | $4.8M | 8.0K | — | — |
| Q1 2026 | $6.9M | 84.1K | — | — |
| Q1 2026 | $324K | 4.2K | — | — |
| Q4 2025 | $549K | 2.1K | — | — |
| Q4 2025 | $630K | 2.2K | — | — |
| Q4 2025 | $6.1M | 9.7K | — | — |
| Q4 2025 | $3.2M | 38.2K | — | — |