Back to VGES
Investment Planning Advisors, Inc. → VGES
Investment Planning Advisors, Inc. VGES Position History
VGES
Quarters held
55
Latest value
$973K
Q3 2026
Peak value
$35.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.5M |
| Q3 2025 | $33.4M |
| Q3 2025 | $8M |
| Q3 2025 | $2.2M |
| Q3 2025 | $683K |
| Q3 2025 | $502K |
| Q3 2025 | $34.3M |
| Q3 2025 | $361K |
| Q3 2025 | $871K |
| Q4 2025 | $1.6M |
| Q4 2025 | $34.2M |
| Q4 2025 | $8.5M |
| Q4 2025 | $271K |
| Q4 2025 | $2.4M |
| Q4 2025 | $670K |
| Q4 2025 | $538K |
| Q4 2025 | $22.4M |
| Q4 2025 | $410K |
| Q4 2025 | $892K |
| Q1 2026 | $1.4M |
| Q1 2026 | $35.9M |
| Q1 2026 | $9.6M |
| Q1 2026 | $282K |
| Q1 2026 | $2.4M |
| Q1 2026 | $235K |
| Q1 2026 | $720K |
| Q1 2026 | $5.3M |
| Q1 2026 | $550K |
| Q1 2026 | $24.6M |
| Q1 2026 | $430K |
| Q1 2026 | $840K |
| Q2 2026 | $1.7M |
| Q2 2026 | $1.5M |
| Q2 2026 | $16.3M |
| Q2 2026 | $2.9M |
| Q2 2026 | $379K |
| Q2 2026 | $699K |
| Q2 2026 | $6.3M |
| Q2 2026 | $595K |
| Q2 2026 | $31M |
| Q2 2026 | $479K |
| Q2 2026 | $965K |
| Q3 2026 | $1.7M |
| Q3 2026 | $1.5M |
| Q3 2026 | $16.9M |
| Q3 2026 | $2.9M |
| Q3 2026 | $634K |
| Q3 2026 | $649K |
| Q3 2026 | $411K |
| Q3 2026 | $6.3M |
| Q3 2026 | $580K |
| Q3 2026 | $30.4M |
| Q3 2026 | $208K |
| Q3 2026 | $480K |
| Q3 2026 | $973K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $973K | 2.6K | — | — |
| Q3 2026 | $480K | 1.7K | — | — |
| Q3 2026 | $208K | 963 | — | — |
| Q3 2026 | $30.4M | 131.4K | — | — |
| Q3 2026 | $580K | 7.4K | — | — |
| Q3 2026 | $6.3M | 70.4K | — | — |
| Q3 2026 | $411K | 586 | — | — |
| Q3 2026 | $649K | 3.8K | — | — |
| Q3 2026 | $634K | 2.0K | — | — |
| Q3 2026 | $2.9M | 18.4K | — | — |
| Q3 2026 | $16.9M | 220.9K | — | — |
| Q3 2026 | $1.5M | 5.5K | — | — |
| Q3 2026 | $1.7M | 18.9K | — | — |
| Q2 2026 | $965K | 2.6K | — | — |
| Q2 2026 | $479K | 1.6K | — | — |
| Q2 2026 | $31M | 125.8K | — | — |
| Q2 2026 | $595K | 7.4K | — | — |
| Q2 2026 | $6.3M | 65.1K | — | — |
| Q2 2026 | $699K | 3.6K | — | — |
| Q2 2026 | $379K | 1.1K | — | — |
| Q2 2026 | $2.9M | 18.2K | — | — |
| Q2 2026 | $16.3M | 208.7K | — | — |
| Q2 2026 | $1.5M | 5.6K | — | — |
| Q2 2026 | $1.7M | 18.9K | — | — |
| Q1 2026 | $840K | 2.6K | — | — |
| Q1 2026 | $430K | 1.6K | — | — |
| Q1 2026 | $24.6M | 119.5K | — | — |
| Q1 2026 | $550K | 1.9K | — | — |
| Q1 2026 | $5.3M | 59.7K | — | — |
| Q1 2026 | $720K | 3.6K | — | — |
| Q1 2026 | $235K | 752 | — | — |
| Q1 2026 | $2.4M | 17.5K | — | — |
| Q1 2026 | $282K | 1.9K | — | — |
| Q1 2026 | $9.6M | 123.0K | — | — |
| Q1 2026 | $35.9M | 152.0K | — | — |
| Q1 2026 | $1.4M | 3.8K | — | — |
| Q4 2025 | $892K | 2.7K | — | — |
| Q4 2025 | $410K | 1.6K | — | — |
| Q4 2025 | $22.4M | 106.9K | — | — |
| Q4 2025 | $538K | 1.9K | — | — |
| Q4 2025 | $670K | 3.6K | — | — |
| Q4 2025 | $2.4M | 17.2K | — | — |
| Q4 2025 | $271K | 1.9K | — | — |
| Q4 2025 | $8.5M | 107.9K | — | — |
| Q4 2025 | $34.2M | 136.3K | — | — |
| Q4 2025 | $1.6M | 3.8K | — | — |
| Q3 2025 | $871K | 2.7K | — | — |
| Q3 2025 | $361K | 1.4K | — | — |
| Q3 2025 | $34.3M | 163.7K | — | — |
| Q3 2025 | $502K | 1.7K | — | — |
| Q3 2025 | $683K | 3.6K | — | — |
| Q3 2025 | $2.2M | 16.3K | — | — |
| Q3 2025 | $8M | 101.1K | — | — |
| Q3 2025 | $33.4M | 136.9K | — | — |
| Q3 2025 | $1.5M | 3.8K | — | — |