Back to VGES
Lee, Kelleher & Klein Wealth Management → VGES
Lee, Kelleher & Klein Wealth Management VGES Position History
VGES
Quarters held
47
Latest value
$2.3M
Q3 2026
Peak value
$3.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $219K |
| Q3 2025 | $344K |
| Q3 2025 | $1.1M |
| Q3 2025 | $2.1M |
| Q3 2025 | $3.4M |
| Q3 2025 | $234K |
| Q3 2025 | $1.1M |
| Q3 2025 | $224K |
| Q3 2025 | $3.1M |
| Q4 2025 | $220K |
| Q4 2025 | $359K |
| Q4 2025 | $953K |
| Q4 2025 | $2.2M |
| Q4 2025 | $3.4M |
| Q4 2025 | $222K |
| Q4 2025 | $1.1M |
| Q4 2025 | $213K |
| Q4 2025 | $2.6M |
| Q1 2026 | $228K |
| Q1 2026 | $374K |
| Q1 2026 | $843K |
| Q1 2026 | $2.2M |
| Q1 2026 | $3.2M |
| Q1 2026 | $205K |
| Q1 2026 | $1.1M |
| Q1 2026 | $283K |
| Q1 2026 | $2.1M |
| Q2 2026 | $273K |
| Q2 2026 | $416K |
| Q2 2026 | $241K |
| Q2 2026 | $982K |
| Q2 2026 | $2.4M |
| Q2 2026 | $3.6M |
| Q2 2026 | $244K |
| Q2 2026 | $1.2M |
| Q2 2026 | $347K |
| Q2 2026 | $2.4M |
| Q3 2026 | $251K |
| Q3 2026 | $415K |
| Q3 2026 | $209K |
| Q3 2026 | $991K |
| Q3 2026 | $2.4M |
| Q3 2026 | $3.7M |
| Q3 2026 | $208K |
| Q3 2026 | $1.2M |
| Q3 2026 | $363K |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 6.0K | — | — |
| Q3 2026 | $363K | 4.0K | — | — |
| Q3 2026 | $1.2M | 15.2K | — | — |
| Q3 2026 | $208K | 711 | — | — |
| Q3 2026 | $3.7M | 5.2K | — | — |
| Q3 2026 | $2.4M | 21.7K | — | — |
| Q3 2026 | $991K | 7.7K | — | — |
| Q3 2026 | $209K | 1.7K | — | — |
| Q3 2026 | $415K | 5.9K | — | — |
| Q3 2026 | $251K | 2.0K | — | — |
| Q2 2026 | $2.4M | 6.6K | — | — |
| Q2 2026 | $347K | 4.0K | — | — |
| Q2 2026 | $1.2M | 15.3K | — | — |
| Q2 2026 | $244K | 795 | — | — |
| Q2 2026 | $3.6M | 5.3K | — | — |
| Q2 2026 | $2.4M | 22.6K | — | — |
| Q2 2026 | $982K | 7.7K | — | — |
| Q2 2026 | $241K | 2.0K | — | — |
| Q2 2026 | $416K | 5.8K | — | — |
| Q2 2026 | $273K | 2.0K | — | — |
| Q1 2026 | $2.1M | 6.6K | — | — |
| Q1 2026 | $283K | 648 | — | — |
| Q1 2026 | $1.1M | 3.9K | — | — |
| Q1 2026 | $205K | 795 | — | — |
| Q1 2026 | $3.2M | 5.4K | — | — |
| Q1 2026 | $2.2M | 23.8K | — | — |
| Q1 2026 | $843K | 7.7K | — | — |
| Q1 2026 | $374K | 5.8K | — | — |
| Q1 2026 | $228K | 2.0K | — | — |
| Q4 2025 | $2.6M | 7.8K | — | — |
| Q4 2025 | $213K | 437 | — | — |
| Q4 2025 | $1.1M | 3.9K | — | — |
| Q4 2025 | $222K | 795 | — | — |
| Q4 2025 | $3.4M | 5.5K | — | — |
| Q4 2025 | $2.2M | 23.8K | — | — |
| Q4 2025 | $953K | 7.8K | — | — |
| Q4 2025 | $359K | 5.7K | — | — |
| Q4 2025 | $220K | 2.0K | — | — |
| Q3 2025 | $3.1M | 9.4K | — | — |
| Q3 2025 | $224K | 468 | — | — |
| Q3 2025 | $1.1M | 3.9K | — | — |
| Q3 2025 | $234K | 795 | — | — |
| Q3 2025 | $3.4M | 5.5K | — | — |
| Q3 2025 | $2.1M | 23.8K | — | — |
| Q3 2025 | $1.1M | 8.7K | — | — |
| Q3 2025 | $344K | 5.7K | — | — |
| Q3 2025 | $219K | 2.0K | — | — |