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Keudell/Morrison Wealth Management → VGES
Keudell/Morrison Wealth Management VGES Position History
VGES
Quarters held
59
Latest value
$265K
Q3 2026
Peak value
$25.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $206K |
| Q4 2025 | $243K |
| Q4 2025 | $554K |
| Q4 2025 | $739K |
| Q4 2025 | $632K |
| Q4 2025 | $10.7M |
| Q4 2025 | $739K |
| Q4 2025 | $985K |
| Q4 2025 | $19.8M |
| Q4 2025 | $498K |
| Q4 2025 | $1.1M |
| Q4 2025 | $4.5M |
| Q4 2025 | $584K |
| Q4 2025 | $243K |
| Q4 2025 | $8.9M |
| Q4 2025 | $806K |
| Q1 2026 | $544K |
| Q1 2026 | $619K |
| Q1 2026 | $759K |
| Q1 2026 | $10.8M |
| Q1 2026 | $776K |
| Q1 2026 | $889K |
| Q1 2026 | $23.8M |
| Q1 2026 | $747K |
| Q1 2026 | $1.1M |
| Q1 2026 | $4.5M |
| Q1 2026 | $562K |
| Q1 2026 | $267K |
| Q1 2026 | $9M |
| Q1 2026 | $667K |
| Q2 2026 | $554K |
| Q2 2026 | $659K |
| Q2 2026 | $704K |
| Q2 2026 | $11.6M |
| Q2 2026 | $801K |
| Q2 2026 | $792K |
| Q2 2026 | $25.2M |
| Q2 2026 | $747K |
| Q2 2026 | $1.3M |
| Q2 2026 | $3.8M |
| Q2 2026 | $770K |
| Q2 2026 | $316K |
| Q2 2026 | $9.8M |
| Q2 2026 | $790K |
| Q3 2026 | $11.6M |
| Q3 2026 | $583K |
| Q3 2026 | $11.3M |
| Q3 2026 | $827K |
| Q3 2026 | $827K |
| Q3 2026 | $24.4M |
| Q3 2026 | $743K |
| Q3 2026 | $1.3M |
| Q3 2026 | $4.4M |
| Q3 2026 | $878K |
| Q3 2026 | $287K |
| Q3 2026 | $246K |
| Q3 2026 | $9.1M |
| Q3 2026 | $826K |
| Q3 2026 | $265K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $265K | 930 | — | — |
| Q3 2026 | $826K | 9.2K | — | — |
| Q3 2026 | $9.1M | 101.1K | — | — |
| Q3 2026 | $246K | 351 | — | — |
| Q3 2026 | $287K | 2.6K | — | — |
| Q3 2026 | $878K | 7.0K | — | — |
| Q3 2026 | $4.4M | 25.8K | — | — |
| Q3 2026 | $1.3M | 22.5K | — | — |
| Q3 2026 | $743K | 15.0K | — | — |
| Q3 2026 | $24.4M | 385.9K | — | — |
| Q3 2026 | $827K | 8.8K | — | — |
| Q3 2026 | $827K | 8.2K | — | — |
| Q3 2026 | $11.3M | 72.7K | — | — |
| Q3 2026 | $583K | 7.6K | — | — |
| Q3 2026 | $11.6M | 159.4K | — | — |
| Q2 2026 | $790K | 9.2K | — | — |
| Q2 2026 | $9.8M | 101.6K | — | — |
| Q2 2026 | $316K | 2.6K | — | — |
| Q2 2026 | $770K | 6.4K | — | — |
| Q2 2026 | $3.8M | 25.4K | — | — |
| Q2 2026 | $1.3M | 21.4K | — | — |
| Q2 2026 | $747K | 15.0K | — | — |
| Q2 2026 | $25.2M | 375.2K | — | — |
| Q2 2026 | $792K | 8.5K | — | — |
| Q2 2026 | $801K | 8.2K | — | — |
| Q2 2026 | $11.6M | 73.5K | — | — |
| Q2 2026 | $704K | 9.0K | — | — |
| Q2 2026 | $659K | 8.6K | — | — |
| Q2 2026 | $554K | 8.0K | — | — |
| Q1 2026 | $667K | 1.5K | — | — |
| Q1 2026 | $9M | 101.5K | — | — |
| Q1 2026 | $267K | 2.7K | — | — |
| Q1 2026 | $562K | 805 | — | — |
| Q1 2026 | $4.5M | 25.8K | — | — |
| Q1 2026 | $1.1M | 21.2K | — | — |
| Q1 2026 | $747K | 15.0K | — | — |
| Q1 2026 | $23.8M | 362.9K | — | — |
| Q1 2026 | $889K | 10.0K | — | — |
| Q1 2026 | $776K | 8.2K | — | — |
| Q1 2026 | $10.8M | 73.1K | — | — |
| Q1 2026 | $759K | 9.7K | — | — |
| Q1 2026 | $619K | 8.0K | — | — |
| Q1 2026 | $544K | 7.9K | — | — |
| Q4 2025 | $806K | 1.7K | — | — |
| Q4 2025 | $8.9M | 100.1K | — | — |
| Q4 2025 | $243K | 2.4K | — | — |
| Q4 2025 | $584K | 775 | — | — |
| Q4 2025 | $4.5M | 35.6K | — | — |
| Q4 2025 | $1.1M | 20.6K | — | — |
| Q4 2025 | $498K | 10.0K | — | — |
| Q4 2025 | $19.8M | 293.5K | — | — |
| Q4 2025 | $985K | 10.8K | — | — |
| Q4 2025 | $739K | 8.2K | — | — |
| Q4 2025 | $10.7M | 74.5K | — | — |
| Q4 2025 | $632K | 8.0K | — | — |
| Q4 2025 | $739K | 9.5K | — | — |
| Q4 2025 | $554K | 8.0K | — | — |
| Q4 2025 | $243K | 2.0K | — | — |
| Q4 2025 | $206K | 2.9K | — | — |