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JP Wealth Management, Inc. → VGES
JP Wealth Management, Inc. VGES Position History
VGES
Quarters held
10
Latest value
$843K
Q3 2026
Peak value
$850K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $307K |
| Q3 2025 | $727K |
| Q4 2025 | $315K |
| Q4 2025 | $745K |
| Q1 2026 | $308K |
| Q1 2026 | $765K |
| Q2 2026 | $350K |
| Q2 2026 | $850K |
| Q3 2026 | $352K |
| Q3 2026 | $843K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $843K | 3.9K | — | — |
| Q3 2026 | $352K | 2.2K | — | — |
| Q2 2026 | $850K | 3.9K | — | — |
| Q2 2026 | $350K | 2.2K | — | — |
| Q1 2026 | $765K | 3.9K | — | — |
| Q1 2026 | $308K | 2.2K | — | — |
| Q4 2025 | $745K | 3.9K | — | — |
| Q4 2025 | $315K | 2.2K | — | — |
| Q3 2025 | $727K | 3.9K | — | — |
| Q3 2025 | $307K | 2.2K | — | — |