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Heirloom Wealth Management → VGES
Heirloom Wealth Management VGES Position History
VGES
Quarters held
26
Latest value
$16.9M
Q3 2026
Peak value
$16.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $485K |
| Q4 2025 | $490K |
| Q4 2025 | $230K |
| Q1 2026 | $2.1M |
| Q1 2026 | $2M |
| Q1 2026 | $974K |
| Q1 2026 | $631K |
| Q1 2026 | $1.3M |
| Q1 2026 | $2.5M |
| Q1 2026 | $1.3M |
| Q1 2026 | $2.1M |
| Q1 2026 | $213K |
| Q1 2026 | $15.7M |
| Q2 2026 | $2M |
| Q2 2026 | $1.1M |
| Q2 2026 | $427K |
| Q2 2026 | $2.5M |
| Q2 2026 | $564K |
| Q2 2026 | $16.1M |
| Q3 2026 | $276K |
| Q3 2026 | $2M |
| Q3 2026 | $1.1M |
| Q3 2026 | $454K |
| Q3 2026 | $2.6M |
| Q3 2026 | $602K |
| Q3 2026 | $16.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.9M | 45.1K | — | — |
| Q3 2026 | $602K | 7.7K | — | — |
| Q3 2026 | $2.6M | 3.8K | — | — |
| Q3 2026 | $454K | 7.7K | — | — |
| Q3 2026 | $1.1M | 12.9K | — | — |
| Q3 2026 | $2M | 27.7K | — | — |
| Q3 2026 | $276K | 3.9K | — | — |
| Q2 2026 | $16.1M | 43.6K | — | — |
| Q2 2026 | $564K | 7.0K | — | — |
| Q2 2026 | $2.5M | 3.6K | — | — |
| Q2 2026 | $427K | 7.2K | — | — |
| Q2 2026 | $1.1M | 12.9K | — | — |
| Q2 2026 | $2M | 27.6K | — | — |
| Q1 2026 | $15.7M | 48.9K | — | — |
| Q1 2026 | $213K | 812 | — | — |
| Q1 2026 | $2.1M | 7.4K | — | — |
| Q1 2026 | $1.3M | 5.1K | — | — |
| Q1 2026 | $2.5M | 4.2K | — | — |
| Q1 2026 | $1.3M | 15.2K | — | — |
| Q1 2026 | $631K | 11.7K | — | — |
| Q1 2026 | $974K | 13.0K | — | — |
| Q1 2026 | $2M | 41.2K | — | — |
| Q1 2026 | $2.1M | 32.2K | — | — |
| Q4 2025 | $230K | 686 | — | — |
| Q4 2025 | $490K | 1.7K | — | — |
| Q3 2025 | $485K | 1.7K | — | — |