Back to VGES
Holos Integrated Wealth LLC → VGES
Holos Integrated Wealth LLC VGES Position History
VGES
Quarters held
89
Latest value
$1.7M
Q3 2026
Peak value
$8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4K |
| Q3 2025 | $2.7M |
| Q3 2025 | $433K |
| Q3 2025 | $7K |
| Q3 2025 | $525K |
| Q3 2025 | $29K |
| Q3 2025 | $11K |
| Q3 2025 | $542K |
| Q3 2025 | $850K |
| Q3 2025 | $118K |
| Q3 2025 | $172K |
| Q3 2025 | $227K |
| Q3 2025 | $8M |
| Q3 2025 | $774K |
| Q3 2025 | $1.5M |
| Q3 2025 | $732K |
| Q3 2025 | $2.3M |
| Q4 2025 | $4K |
| Q4 2025 | $2.7M |
| Q4 2025 | $264K |
| Q4 2025 | $8K |
| Q4 2025 | $527K |
| Q4 2025 | $29K |
| Q4 2025 | $11K |
| Q4 2025 | $544K |
| Q4 2025 | $890K |
| Q4 2025 | $124K |
| Q4 2025 | $168K |
| Q4 2025 | $241K |
| Q4 2025 | $6.5M |
| Q4 2025 | $778K |
| Q4 2025 | $1.5M |
| Q4 2025 | $772K |
| Q4 2025 | $2.4M |
| Q4 2025 | $673 |
| Q1 2026 | $4K |
| Q1 2026 | $2.8M |
| Q1 2026 | $10K |
| Q1 2026 | $190K |
| Q1 2026 | $8K |
| Q1 2026 | $510K |
| Q1 2026 | $11K |
| Q1 2026 | $540K |
| Q1 2026 | $1.2M |
| Q1 2026 | $195K |
| Q1 2026 | $140K |
| Q1 2026 | $231K |
| Q1 2026 | $6.1M |
| Q1 2026 | $770K |
| Q1 2026 | $1.2M |
| Q1 2026 | $759K |
| Q1 2026 | $2.4M |
| Q1 2026 | $1.8M |
| Q2 2026 | $4K |
| Q2 2026 | $2.9M |
| Q2 2026 | $10K |
| Q2 2026 | $168K |
| Q2 2026 | $8K |
| Q2 2026 | $546K |
| Q2 2026 | $11K |
| Q2 2026 | $545K |
| Q2 2026 | $1.4M |
| Q2 2026 | $210K |
| Q2 2026 | $160K |
| Q2 2026 | $245K |
| Q2 2026 | $6.7M |
| Q2 2026 | $888K |
| Q2 2026 | $1.4M |
| Q2 2026 | $844K |
| Q2 2026 | $2.6M |
| Q2 2026 | $2M |
| Q3 2026 | $60K |
| Q3 2026 | $3M |
| Q3 2026 | $10K |
| Q3 2026 | $135K |
| Q3 2026 | $14K |
| Q3 2026 | $531K |
| Q3 2026 | $11K |
| Q3 2026 | $519K |
| Q3 2026 | $1.4M |
| Q3 2026 | $214K |
| Q3 2026 | $154K |
| Q3 2026 | $238K |
| Q3 2026 | $6.9M |
| Q3 2026 | $836K |
| Q3 2026 | $1.4M |
| Q3 2026 | $854K |
| Q3 2026 | $2.4M |
| Q3 2026 | $1.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.7M | 4.4K | — | — |
| Q3 2026 | $2.4M | 8.5K | — | — |
| Q3 2026 | $854K | 3.8K | — | — |
| Q3 2026 | $1.4M | 15.7K | — | — |
| Q3 2026 | $836K | 3.7K | — | — |
| Q3 2026 | $6.9M | 86.2K | — | — |
| Q3 2026 | $238K | 1.0K | — | — |
| Q3 2026 | $154K | 532 | — | — |
| Q3 2026 | $214K | 1.0K | — | — |
| Q3 2026 | $1.4M | 2.0K | — | — |
| Q3 2026 | $519K | 10.8K | — | — |
| Q3 2026 | $11K | 137 | — | — |
| Q3 2026 | $531K | 9.1K | — | — |
| Q3 2026 | $14K | 169 | — | — |
| Q3 2026 | $135K | 2.9K | — | — |
| Q3 2026 | $10K | 200 | — | — |
| Q3 2026 | $3M | 43.8K | — | — |
| Q3 2026 | $60K | 854 | — | — |
| Q2 2026 | $2M | 5.3K | — | — |
| Q2 2026 | $2.6M | 8.7K | — | — |
| Q2 2026 | $844K | 3.8K | — | — |
| Q2 2026 | $1.4M | 16.5K | — | — |
| Q2 2026 | $888K | 3.7K | — | — |
| Q2 2026 | $6.7M | 83.4K | — | — |
| Q2 2026 | $245K | 1.0K | — | — |
| Q2 2026 | $160K | 532 | — | — |
| Q2 2026 | $210K | 1.0K | — | — |
| Q2 2026 | $1.4M | 2.0K | — | — |
| Q2 2026 | $545K | 10.8K | — | — |
| Q2 2026 | $11K | 137 | — | — |
| Q2 2026 | $546K | 9.3K | — | — |
| Q2 2026 | $8K | 101 | — | — |
| Q2 2026 | $168K | 3.5K | — | — |
| Q2 2026 | $10K | 200 | — | — |
| Q2 2026 | $2.9M | 41.6K | — | — |
| Q2 2026 | $4K | 56 | — | — |
| Q1 2026 | $1.8M | 5.7K | — | — |
| Q1 2026 | $2.4M | 8.9K | — | — |
| Q1 2026 | $759K | 3.8K | — | — |
| Q1 2026 | $1.2M | 2.8K | — | — |
| Q1 2026 | $770K | 3.7K | — | — |
| Q1 2026 | $6.1M | 20.9K | — | — |
| Q1 2026 | $231K | 1.1K | — | — |
| Q1 2026 | $140K | 532 | — | — |
| Q1 2026 | $195K | 1.0K | — | — |
| Q1 2026 | $1.2M | 2.0K | — | — |
| Q1 2026 | $540K | 10.8K | — | — |
| Q1 2026 | $11K | 137 | — | — |
| Q1 2026 | $510K | 9.4K | — | — |
| Q1 2026 | $8K | 102 | — | — |
| Q1 2026 | $190K | 4.0K | — | — |
| Q1 2026 | $10K | 200 | — | — |
| Q1 2026 | $2.8M | 42.8K | — | — |
| Q1 2026 | $4K | 56 | — | — |
| Q4 2025 | $673 | 2 | — | — |
| Q4 2025 | $2.4M | 9.0K | — | — |
| Q4 2025 | $772K | 4.0K | — | — |
| Q4 2025 | $1.5M | 3.2K | — | — |
| Q4 2025 | $778K | 3.7K | — | — |
| Q4 2025 | $6.5M | 22.3K | — | — |
| Q4 2025 | $241K | 1.1K | — | — |
| Q4 2025 | $168K | 597 | — | — |
| Q4 2025 | $124K | 695 | — | — |
| Q4 2025 | $890K | 1.4K | — | — |
| Q4 2025 | $544K | 10.8K | — | — |
| Q4 2025 | $11K | 137 | — | — |
| Q4 2025 | $29K | 492 | — | — |
| Q4 2025 | $527K | 9.6K | — | — |
| Q4 2025 | $8K | 101 | — | — |
| Q4 2025 | $264K | 5.5K | — | — |
| Q4 2025 | $2.7M | 43.2K | — | — |
| Q4 2025 | $4K | 56 | — | — |
| Q3 2025 | $2.3M | 9.4K | — | — |
| Q3 2025 | $732K | 4.0K | — | — |
| Q3 2025 | $1.5M | 3.3K | — | — |
| Q3 2025 | $774K | 3.8K | — | — |
| Q3 2025 | $8M | 27.9K | — | — |
| Q3 2025 | $227K | 1.1K | — | — |
| Q3 2025 | $172K | 597 | — | — |
| Q3 2025 | $118K | 695 | — | — |
| Q3 2025 | $850K | 1.4K | — | — |
| Q3 2025 | $542K | 10.8K | — | — |
| Q3 2025 | $11K | 137 | — | — |
| Q3 2025 | $29K | 492 | — | — |
| Q3 2025 | $525K | 10.0K | — | — |
| Q3 2025 | $7K | 101 | — | — |
| Q3 2025 | $433K | 8.7K | — | — |
| Q3 2025 | $2.7M | 44.9K | — | — |
| Q3 2025 | $4K | 56 | — | — |
Other funds holding VGES
Other Holos Integrated Wealth LLC positions
FPF
$24.2MFirst Trust Laddered Buffer ETF
FPF
$22.3MFirst Trust Laddered Buffer ETF
FPF
$20.2MFirst Trust Laddered Buffer ETF
FPF
$19.9MFirst Trust Laddered Buffer ETF
FPF
$19.5MFirst Trust Laddered Buffer ETF
FPF
$14MFirst Trust TCW Unconstrained PLUS Bond
FIS
$12.2MFidelity Total Bond
FIS
$11.5MFidelity Total Bond