Back to VGES
Heritage Wealth Management, Inc. /CA/ → VGES
Heritage Wealth Management, Inc. /CA/ VGES Position History
VGES
Quarters held
36
Latest value
$1.1M
Q3 2026
Peak value
$14.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.3M |
| Q3 2025 | $426K |
| Q3 2025 | $237K |
| Q3 2025 | $7M |
| Q3 2025 | $1.4M |
| Q3 2025 | $286K |
| Q3 2025 | $1.7M |
| Q4 2025 | $4.6M |
| Q4 2025 | $444K |
| Q4 2025 | $233K |
| Q4 2025 | $7.4M |
| Q4 2025 | $1.4M |
| Q4 2025 | $960K |
| Q1 2026 | $6M |
| Q1 2026 | $455K |
| Q1 2026 | $211K |
| Q1 2026 | $13.6M |
| Q1 2026 | $1.4M |
| Q1 2026 | $1.4M |
| Q1 2026 | $980K |
| Q2 2026 | $6.3M |
| Q2 2026 | $423K |
| Q2 2026 | $292K |
| Q2 2026 | $13.6M |
| Q2 2026 | $3.1M |
| Q2 2026 | $1.6M |
| Q2 2026 | $222K |
| Q2 2026 | $1.1M |
| Q3 2026 | $7.4M |
| Q3 2026 | $372K |
| Q3 2026 | $705K |
| Q3 2026 | $292K |
| Q3 2026 | $14.4M |
| Q3 2026 | $249K |
| Q3 2026 | $1.7M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 5.0K | — | — |
| Q3 2026 | $1.7M | 2.4K | — | — |
| Q3 2026 | $249K | 5.3K | — | — |
| Q3 2026 | $14.4M | 250.4K | — | — |
| Q3 2026 | $292K | 2.3K | — | — |
| Q3 2026 | $705K | 14.2K | — | — |
| Q3 2026 | $372K | 5.3K | — | — |
| Q3 2026 | $7.4M | 105.6K | — | — |
| Q2 2026 | $1.1M | 5.0K | — | — |
| Q2 2026 | $222K | 915 | — | — |
| Q2 2026 | $1.6M | 2.3K | — | — |
| Q2 2026 | $3.1M | 61.3K | — | — |
| Q2 2026 | $13.6M | 234.4K | — | — |
| Q2 2026 | $292K | 2.4K | — | — |
| Q2 2026 | $423K | 5.9K | — | — |
| Q2 2026 | $6.3M | 85.8K | — | — |
| Q1 2026 | $980K | 5.0K | — | — |
| Q1 2026 | $1.4M | 2.3K | — | — |
| Q1 2026 | $1.4M | 28.7K | — | — |
| Q1 2026 | $13.6M | 232.8K | — | — |
| Q1 2026 | $211K | 303 | — | — |
| Q1 2026 | $455K | 7.1K | — | — |
| Q1 2026 | $6M | 81.1K | — | — |
| Q4 2025 | $960K | 5.0K | — | — |
| Q4 2025 | $1.4M | 2.3K | — | — |
| Q4 2025 | $7.4M | 125.7K | — | — |
| Q4 2025 | $233K | 309 | — | — |
| Q4 2025 | $444K | 7.1K | — | — |
| Q4 2025 | $4.6M | 62.2K | — | — |
| Q3 2025 | $1.7M | 9.3K | — | — |
| Q3 2025 | $286K | 972 | — | — |
| Q3 2025 | $1.4M | 2.3K | — | — |
| Q3 2025 | $7M | 119.2K | — | — |
| Q3 2025 | $237K | 317 | — | — |
| Q3 2025 | $426K | 7.1K | — | — |
| Q3 2025 | $3.3M | 44.9K | — | — |