Back to VGES
IVC Wealth Advisors LLC → VGES
IVC Wealth Advisors LLC VGES Position History
VGES
Quarters held
87
Latest value
$530K
Q3 2026
Peak value
$24.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $699K |
| Q4 2025 | $293K |
| Q4 2025 | $345K |
| Q4 2025 | $309K |
| Q4 2025 | $534K |
| Q4 2025 | $234K |
| Q4 2025 | $245K |
| Q4 2025 | $712K |
| Q4 2025 | $329K |
| Q4 2025 | $327K |
| Q4 2025 | $330K |
| Q4 2025 | $703K |
| Q4 2025 | $514K |
| Q4 2025 | $804K |
| Q4 2025 | $750K |
| Q4 2025 | $898K |
| Q4 2025 | $5.4M |
| Q4 2025 | $5.9M |
| Q4 2025 | $450K |
| Q4 2025 | $2.6M |
| Q4 2025 | $22.7M |
| Q1 2026 | $641K |
| Q1 2026 | $341K |
| Q1 2026 | $314K |
| Q1 2026 | $329K |
| Q1 2026 | $734K |
| Q1 2026 | $211K |
| Q1 2026 | $255K |
| Q1 2026 | $657K |
| Q1 2026 | $306K |
| Q1 2026 | $330K |
| Q1 2026 | $330K |
| Q1 2026 | $724K |
| Q1 2026 | $515K |
| Q1 2026 | $633K |
| Q1 2026 | $733K |
| Q1 2026 | $856K |
| Q1 2026 | $6.3M |
| Q1 2026 | $6.3M |
| Q1 2026 | $437K |
| Q1 2026 | $2.9M |
| Q1 2026 | $20.3M |
| Q2 2026 | $583K |
| Q2 2026 | $363K |
| Q2 2026 | $333K |
| Q2 2026 | $330K |
| Q2 2026 | $592K |
| Q2 2026 | $283K |
| Q2 2026 | $270K |
| Q2 2026 | $887K |
| Q2 2026 | $350K |
| Q2 2026 | $345K |
| Q2 2026 | $339K |
| Q2 2026 | $820K |
| Q2 2026 | $538K |
| Q2 2026 | $615K |
| Q2 2026 | $764K |
| Q2 2026 | $206K |
| Q2 2026 | $982K |
| Q2 2026 | $6.8M |
| Q2 2026 | $6.9M |
| Q2 2026 | $417K |
| Q2 2026 | $3.3M |
| Q2 2026 | $23.6M |
| Q2 2026 | $518K |
| Q3 2026 | $664K |
| Q3 2026 | $363K |
| Q3 2026 | $306K |
| Q3 2026 | $320K |
| Q3 2026 | $678K |
| Q3 2026 | $280K |
| Q3 2026 | $240K |
| Q3 2026 | $899K |
| Q3 2026 | $363K |
| Q3 2026 | $421K |
| Q3 2026 | $381K |
| Q3 2026 | $678K |
| Q3 2026 | $511K |
| Q3 2026 | $596K |
| Q3 2026 | $700K |
| Q3 2026 | $990K |
| Q3 2026 | $6.7M |
| Q3 2026 | $6.7M |
| Q3 2026 | $387K |
| Q3 2026 | $3.2M |
| Q3 2026 | $24.7M |
| Q3 2026 | $530K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $530K | 2.5K | — | — |
| Q3 2026 | $24.7M | 274.4K | — | — |
| Q3 2026 | $3.2M | 13.7K | — | — |
| Q3 2026 | $387K | 4.3K | — | — |
| Q3 2026 | $6.7M | 23.0K | — | — |
| Q3 2026 | $6.7M | 34.4K | — | — |
| Q3 2026 | $990K | 1.4K | — | — |
| Q3 2026 | $700K | 8.9K | — | — |
| Q3 2026 | $596K | 13.4K | — | — |
| Q3 2026 | $511K | 9.0K | — | — |
| Q3 2026 | $678K | 3.7K | — | — |
| Q3 2026 | $381K | 4.9K | — | — |
| Q3 2026 | $421K | 7.3K | — | — |
| Q3 2026 | $363K | 1.9K | — | — |
| Q3 2026 | $899K | 7.2K | — | — |
| Q3 2026 | $240K | 750 | — | — |
| Q3 2026 | $280K | 2.1K | — | — |
| Q3 2026 | $678K | 3.9K | — | — |
| Q3 2026 | $320K | 1.5K | — | — |
| Q3 2026 | $306K | 840 | — | — |
| Q3 2026 | $363K | 6.1K | — | — |
| Q3 2026 | $664K | 14.2K | — | — |
| Q2 2026 | $518K | 2.4K | — | — |
| Q2 2026 | $23.6M | 274.5K | — | — |
| Q2 2026 | $3.3M | 13.4K | — | — |
| Q2 2026 | $417K | 4.3K | — | — |
| Q2 2026 | $6.9M | 22.7K | — | — |
| Q2 2026 | $6.8M | 34.3K | — | — |
| Q2 2026 | $982K | 1.4K | — | — |
| Q2 2026 | $206K | 4.1K | — | — |
| Q2 2026 | $764K | 9.2K | — | — |
| Q2 2026 | $615K | 13.1K | — | — |
| Q2 2026 | $538K | 9.1K | — | — |
| Q2 2026 | $820K | 4.2K | — | — |
| Q2 2026 | $339K | 4.3K | — | — |
| Q2 2026 | $345K | 5.9K | — | — |
| Q2 2026 | $350K | 1.9K | — | — |
| Q2 2026 | $887K | 7.4K | — | — |
| Q2 2026 | $270K | 750 | — | — |
| Q2 2026 | $283K | 2.1K | — | — |
| Q2 2026 | $592K | 3.9K | — | — |
| Q2 2026 | $330K | 1.5K | — | — |
| Q2 2026 | $333K | 840 | — | — |
| Q2 2026 | $363K | 6.1K | — | — |
| Q2 2026 | $583K | 12.0K | — | — |
| Q1 2026 | $20.3M | 46.5K | — | — |
| Q1 2026 | $2.9M | 13.5K | — | — |
| Q1 2026 | $437K | 4.9K | — | — |
| Q1 2026 | $6.3M | 24.4K | — | — |
| Q1 2026 | $6.3M | 34.1K | — | — |
| Q1 2026 | $856K | 1.4K | — | — |
| Q1 2026 | $733K | 8.9K | — | — |
| Q1 2026 | $633K | 13.5K | — | — |
| Q1 2026 | $515K | 8.6K | — | — |
| Q1 2026 | $724K | 4.3K | — | — |
| Q1 2026 | $330K | 4.2K | — | — |
| Q1 2026 | $330K | 5.6K | — | — |
| Q1 2026 | $306K | 1.7K | — | — |
| Q1 2026 | $657K | 941 | — | — |
| Q1 2026 | $255K | 818 | — | — |
| Q1 2026 | $211K | 1.8K | — | — |
| Q1 2026 | $734K | 4.2K | — | — |
| Q1 2026 | $329K | 1.5K | — | — |
| Q1 2026 | $314K | 875 | — | — |
| Q1 2026 | $341K | 6.3K | — | — |
| Q1 2026 | $641K | 13.3K | — | — |
| Q4 2025 | $22.7M | 46.4K | — | — |
| Q4 2025 | $2.6M | 12.2K | — | — |
| Q4 2025 | $450K | 5.1K | — | — |
| Q4 2025 | $5.9M | 21.0K | — | — |
| Q4 2025 | $5.4M | 30.3K | — | — |
| Q4 2025 | $898K | 1.4K | — | — |
| Q4 2025 | $750K | 8.9K | — | — |
| Q4 2025 | $804K | 17.1K | — | — |
| Q4 2025 | $514K | 8.6K | — | — |
| Q4 2025 | $703K | 4.4K | — | — |
| Q4 2025 | $330K | 4.1K | — | — |
| Q4 2025 | $327K | 5.6K | — | — |
| Q4 2025 | $329K | 1.7K | — | — |
| Q4 2025 | $712K | 945 | — | — |
| Q4 2025 | $245K | 822 | — | — |
| Q4 2025 | $234K | 1.8K | — | — |
| Q4 2025 | $534K | 4.2K | — | — |
| Q4 2025 | $309K | 1.5K | — | — |
| Q4 2025 | $345K | 875 | — | — |
| Q4 2025 | $293K | 5.5K | — | — |
| Q4 2025 | $699K | 14.5K | — | — |