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KW WEALTH MANAGEMENT LLC → VGES

KW WEALTH MANAGEMENT LLC VGES Position History

VGES

Quarters held
22
Latest value
$1.3M
Q3 2026
Peak value
$2.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$291K
Q4 2025$2.1M
Q4 2025$235K
Q4 2025$262K
Q4 2025$341K
Q4 2025$270K
Q4 2025$213K
Q4 2025$1M
Q4 2025$1.1M
Q4 2025$274K
Q4 2025$200K
Q4 2025$1.1M
Q3 2026$329K
Q3 2026$864K
Q3 2026$237K
Q3 2026$455K
Q3 2026$242K
Q3 2026$1.2M
Q3 2026$1.1M
Q3 2026$767K
Q3 2026$221K
Q3 2026$1.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.3M3.4K——
Q3 2026$221K777——
Q3 2026$767K3.5K——
Q3 2026$1.1M12.0K——
Q3 2026$1.2M3.4K——
Q3 2026$242K344——
Q3 2026$455K3.6K——
Q3 2026$237K1.5K——
Q3 2026$864K12.3K——
Q3 2026$329K2.4K——
Q4 2025$1.1M3.3K——
Q4 2025$200K777——
Q4 2025$274K1.4K——
Q4 2025$1.1M2.2K——
Q4 2025$1M3.3K——
Q4 2025$213K339——
Q4 2025$270K4.6K——
Q4 2025$341K453——
Q4 2025$262K5.3K——
Q4 2025$235K1.6K——
Q4 2025$2.1M28.6K——
Q4 2025$291K2.4K——

Other funds holding VGES

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