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Lakeshore Financial Planning, Inc. → VGES
Lakeshore Financial Planning, Inc. VGES Position History
VGES
Quarters held
20
Latest value
$394K
Q3 2026
Peak value
$23.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $602K |
| Q3 2025 | $243K |
| Q3 2025 | $21.8M |
| Q4 2025 | $633K |
| Q4 2025 | $233K |
| Q4 2025 | $23.2M |
| Q1 2026 | $609K |
| Q1 2026 | $239K |
| Q1 2026 | $235K |
| Q1 2026 | $18.4M |
| Q2 2026 | $737K |
| Q2 2026 | $255K |
| Q2 2026 | $237K |
| Q2 2026 | $23.7M |
| Q3 2026 | $777K |
| Q3 2026 | $251K |
| Q3 2026 | $234K |
| Q3 2026 | $23.8M |
| Q3 2026 | $643K |
| Q3 2026 | $394K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $394K | 1.1K | — | — |
| Q3 2026 | $643K | 3.0K | — | — |
| Q3 2026 | $23.8M | 34.0K | — | — |
| Q3 2026 | $234K | 4.8K | — | — |
| Q3 2026 | $251K | 1.6K | — | — |
| Q3 2026 | $777K | 8.4K | — | — |
| Q2 2026 | $23.7M | 34.6K | — | — |
| Q2 2026 | $237K | 4.7K | — | — |
| Q2 2026 | $255K | 1.6K | — | — |
| Q2 2026 | $737K | 8.4K | — | — |
| Q1 2026 | $18.4M | 30.8K | — | — |
| Q1 2026 | $235K | 4.7K | — | — |
| Q1 2026 | $239K | 1.6K | — | — |
| Q1 2026 | $609K | 1.7K | — | — |
| Q4 2025 | $23.2M | 36.9K | — | — |
| Q4 2025 | $233K | 4.7K | — | — |
| Q4 2025 | $633K | 1.5K | — | — |
| Q3 2025 | $21.8M | 35.7K | — | — |
| Q3 2025 | $243K | 4.8K | — | — |
| Q3 2025 | $602K | 1.5K | — | — |