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Laurel Wealth Planning LLC → VGES
Laurel Wealth Planning LLC VGES Position History
VGES
Quarters held
40
Latest value
$299K
Q3 2026
Peak value
$16.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $712K |
| Q4 2025 | $268K |
| Q4 2025 | $2.3M |
| Q4 2025 | $883K |
| Q4 2025 | $5.2M |
| Q4 2025 | $15.5M |
| Q4 2025 | $483K |
| Q4 2025 | $231K |
| Q4 2025 | $1.1M |
| Q4 2025 | $267K |
| Q1 2026 | $716K |
| Q1 2026 | $269K |
| Q1 2026 | $2.2M |
| Q1 2026 | $809K |
| Q1 2026 | $5.3M |
| Q1 2026 | $14.7M |
| Q1 2026 | $354K |
| Q1 2026 | $237K |
| Q1 2026 | $1.1M |
| Q1 2026 | $256K |
| Q2 2026 | $761K |
| Q2 2026 | $308K |
| Q2 2026 | $2.4M |
| Q2 2026 | $971K |
| Q2 2026 | $6M |
| Q2 2026 | $16.9M |
| Q2 2026 | $419K |
| Q2 2026 | $264K |
| Q2 2026 | $1.2M |
| Q2 2026 | $296K |
| Q3 2026 | $756K |
| Q3 2026 | $304K |
| Q3 2026 | $2.2M |
| Q3 2026 | $1M |
| Q3 2026 | $5.8M |
| Q3 2026 | $16.6M |
| Q3 2026 | $438K |
| Q3 2026 | $261K |
| Q3 2026 | $1.2M |
| Q3 2026 | $299K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $299K | 800 | — | — |
| Q3 2026 | $1.2M | 4.1K | — | — |
| Q3 2026 | $261K | 1.2K | — | — |
| Q3 2026 | $438K | 4.9K | — | — |
| Q3 2026 | $16.6M | 23.7K | — | — |
| Q3 2026 | $5.8M | 81.8K | — | — |
| Q3 2026 | $1M | 11.8K | — | — |
| Q3 2026 | $2.2M | 16.4K | — | — |
| Q3 2026 | $304K | 3.7K | — | — |
| Q3 2026 | $756K | 8.9K | — | — |
| Q2 2026 | $296K | 800 | — | — |
| Q2 2026 | $1.2M | 4.1K | — | — |
| Q2 2026 | $264K | 1.2K | — | — |
| Q2 2026 | $419K | 4.9K | — | — |
| Q2 2026 | $16.9M | 24.6K | — | — |
| Q2 2026 | $6M | 83.7K | — | — |
| Q2 2026 | $971K | 11.8K | — | — |
| Q2 2026 | $2.4M | 18.2K | — | — |
| Q2 2026 | $308K | 3.7K | — | — |
| Q2 2026 | $761K | 8.9K | — | — |
| Q1 2026 | $256K | 797 | — | — |
| Q1 2026 | $1.1M | 4.1K | — | — |
| Q1 2026 | $237K | 1.2K | — | — |
| Q1 2026 | $354K | 811 | — | — |
| Q1 2026 | $14.7M | 24.6K | — | — |
| Q1 2026 | $5.3M | 83.3K | — | — |
| Q1 2026 | $809K | 2.0K | — | — |
| Q1 2026 | $2.2M | 19.4K | — | — |
| Q1 2026 | $269K | 3.7K | — | — |
| Q1 2026 | $716K | 9.3K | — | — |
| Q4 2025 | $267K | 797 | — | — |
| Q4 2025 | $1.1M | 4.1K | — | — |
| Q4 2025 | $231K | 1.2K | — | — |
| Q4 2025 | $483K | 990 | — | — |
| Q4 2025 | $15.5M | 24.7K | — | — |
| Q4 2025 | $5.2M | 83.5K | — | — |
| Q4 2025 | $883K | 2.0K | — | — |
| Q4 2025 | $2.3M | 19.4K | — | — |
| Q4 2025 | $268K | 3.7K | — | — |
| Q4 2025 | $712K | 9.4K | — | — |