Back to VGES
Green Ridge Wealth Planning LLC → VGES
Green Ridge Wealth Planning LLC VGES Position History
VGES
Quarters held
31
Latest value
$511K
Q3 2026
Peak value
$20.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $15M |
| Q4 2025 | $651K |
| Q4 2025 | $2.4M |
| Q4 2025 | $746K |
| Q4 2025 | $2.1M |
| Q4 2025 | $302K |
| Q4 2025 | $487K |
| Q1 2026 | $15.9M |
| Q1 2026 | $672K |
| Q1 2026 | $2.5M |
| Q1 2026 | $602K |
| Q1 2026 | $2M |
| Q1 2026 | $287K |
| Q1 2026 | $413K |
| Q2 2026 | $19.4M |
| Q2 2026 | $717K |
| Q2 2026 | $216K |
| Q2 2026 | $4M |
| Q2 2026 | $695K |
| Q2 2026 | $2.3M |
| Q2 2026 | $330K |
| Q2 2026 | $295K |
| Q2 2026 | $476K |
| Q3 2026 | $20.2M |
| Q3 2026 | $704K |
| Q3 2026 | $214K |
| Q3 2026 | $757K |
| Q3 2026 | $2.4M |
| Q3 2026 | $338K |
| Q3 2026 | $266K |
| Q3 2026 | $511K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $511K | 1.4K | — | — |
| Q3 2026 | $266K | 3.0K | — | — |
| Q3 2026 | $338K | 960 | — | — |
| Q3 2026 | $2.4M | 3.4K | — | — |
| Q3 2026 | $757K | 5.9K | — | — |
| Q3 2026 | $214K | 2.6K | — | — |
| Q3 2026 | $704K | 4.5K | — | — |
| Q3 2026 | $20.2M | 285.6K | — | — |
| Q2 2026 | $476K | 1.3K | — | — |
| Q2 2026 | $295K | 3.4K | — | — |
| Q2 2026 | $330K | 960 | — | — |
| Q2 2026 | $2.3M | 3.4K | — | — |
| Q2 2026 | $695K | 5.4K | — | — |
| Q2 2026 | $4M | 67.5K | — | — |
| Q2 2026 | $216K | 2.6K | — | — |
| Q2 2026 | $717K | 4.5K | — | — |
| Q2 2026 | $19.4M | 271.9K | — | — |
| Q1 2026 | $413K | 1.3K | — | — |
| Q1 2026 | $287K | 960 | — | — |
| Q1 2026 | $2M | 3.4K | — | — |
| Q1 2026 | $602K | 5.5K | — | — |
| Q1 2026 | $2.5M | 46.2K | — | — |
| Q1 2026 | $672K | 4.5K | — | — |
| Q1 2026 | $15.9M | 247.5K | — | — |
| Q4 2025 | $487K | 1.5K | — | — |
| Q4 2025 | $302K | 960 | — | — |
| Q4 2025 | $2.1M | 3.4K | — | — |
| Q4 2025 | $746K | 6.1K | — | — |
| Q4 2025 | $2.4M | 43.9K | — | — |
| Q4 2025 | $651K | 4.5K | — | — |
| Q4 2025 | $15M | 240.6K | — | — |