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LifeSteps Financial, Inc. → VGES
LifeSteps Financial, Inc. VGES Position History
VGES
Quarters held
61
Latest value
$4.9M
Q3 2026
Peak value
$5.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.5M |
| Q4 2025 | $4.2M |
| Q4 2025 | $608K |
| Q4 2025 | $1.9M |
| Q4 2025 | $4.7M |
| Q4 2025 | $325K |
| Q1 2026 | $1.3M |
| Q1 2026 | $211K |
| Q1 2026 | $4.3M |
| Q1 2026 | $579K |
| Q1 2026 | $1.4M |
| Q1 2026 | $4.8M |
| Q1 2026 | $312K |
| Q2 2026 | $435 |
| Q2 2026 | $104K |
| Q2 2026 | $1.5M |
| Q2 2026 | $2K |
| Q2 2026 | $187K |
| Q2 2026 | $247K |
| Q2 2026 | $109K |
| Q2 2026 | $10K |
| Q2 2026 | $39K |
| Q2 2026 | $4.5M |
| Q2 2026 | $6K |
| Q2 2026 | $1K |
| Q2 2026 | $6K |
| Q2 2026 | $2K |
| Q2 2026 | $89K |
| Q2 2026 | $105K |
| Q2 2026 | $16K |
| Q2 2026 | $30K |
| Q2 2026 | $2K |
| Q2 2026 | $4K |
| Q2 2026 | $11K |
| Q2 2026 | $24K |
| Q2 2026 | $102K |
| Q2 2026 | $4K |
| Q2 2026 | $2K |
| Q2 2026 | $21K |
| Q2 2026 | $3K |
| Q2 2026 | $6K |
| Q2 2026 | $6K |
| Q2 2026 | $7K |
| Q2 2026 | $666K |
| Q2 2026 | $22K |
| Q2 2026 | $17K |
| Q2 2026 | $35K |
| Q2 2026 | $35K |
| Q2 2026 | $75K |
| Q2 2026 | $23K |
| Q2 2026 | $191K |
| Q2 2026 | $1.7M |
| Q2 2026 | $5.2M |
| Q2 2026 | $62K |
| Q2 2026 | $137K |
| Q3 2026 | $1.5M |
| Q3 2026 | $276K |
| Q3 2026 | $4.2M |
| Q3 2026 | $648K |
| Q3 2026 | $1.7M |
| Q3 2026 | $4.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.9M | 22.8K | — | — |
| Q3 2026 | $1.7M | 18.9K | — | — |
| Q3 2026 | $648K | 925 | — | — |
| Q3 2026 | $4.2M | 27.3K | — | — |
| Q3 2026 | $276K | 3.8K | — | — |
| Q3 2026 | $1.5M | 16.5K | — | — |
| Q2 2026 | $137K | 371 | — | — |
| Q2 2026 | $62K | 203 | — | — |
| Q2 2026 | $5.2M | 23.9K | — | — |
| Q2 2026 | $1.7M | 19.3K | — | — |
| Q2 2026 | $191K | 775 | — | — |
| Q2 2026 | $23K | 67 | — | — |
| Q2 2026 | $75K | 928 | — | — |
| Q2 2026 | $35K | 142 | — | — |
| Q2 2026 | $35K | 367 | — | — |
| Q2 2026 | $17K | 55 | — | — |
| Q2 2026 | $22K | 109 | — | — |
| Q2 2026 | $666K | 969 | — | — |
| Q2 2026 | $7K | 67 | — | — |
| Q2 2026 | $6K | 45 | — | — |
| Q2 2026 | $6K | 53 | — | — |
| Q2 2026 | $3K | 8 | — | — |
| Q2 2026 | $21K | 263 | — | — |
| Q2 2026 | $2K | 10 | — | — |
| Q2 2026 | $4K | 20 | — | — |
| Q2 2026 | $102K | 445 | — | — |
| Q2 2026 | $24K | 200 | — | — |
| Q2 2026 | $11K | 30 | — | — |
| Q2 2026 | $4K | 30 | — | — |
| Q2 2026 | $2K | 10 | — | — |
| Q2 2026 | $30K | 132 | — | — |
| Q2 2026 | $16K | 180 | — | — |
| Q2 2026 | $105K | 1.8K | — | — |
| Q2 2026 | $89K | 1.1K | — | — |
| Q2 2026 | $2K | 40 | — | — |
| Q2 2026 | $6K | 116 | — | — |
| Q2 2026 | $1K | 15 | — | — |
| Q2 2026 | $6K | 65 | — | — |
| Q2 2026 | $4.5M | 28.6K | — | — |
| Q2 2026 | $39K | 541 | — | — |
| Q2 2026 | $10K | 130 | — | — |
| Q2 2026 | $109K | 1.4K | — | — |
| Q2 2026 | $247K | 3.2K | — | — |
| Q2 2026 | $187K | 1.4K | — | — |
| Q2 2026 | $2K | 14 | — | — |
| Q2 2026 | $1.5M | 16.7K | — | — |
| Q2 2026 | $104K | 1.2K | — | — |
| Q2 2026 | $435 | 17 | — | — |
| Q1 2026 | $312K | 971 | — | — |
| Q1 2026 | $4.8M | 24.4K | — | — |
| Q1 2026 | $1.4M | 3.3K | — | — |
| Q1 2026 | $579K | 969 | — | — |
| Q1 2026 | $4.3M | 28.9K | — | — |
| Q1 2026 | $211K | 2.7K | — | — |
| Q1 2026 | $1.3M | 3.5K | — | — |
| Q4 2025 | $325K | 969 | — | — |
| Q4 2025 | $4.7M | 24.8K | — | — |
| Q4 2025 | $1.9M | 3.9K | — | — |
| Q4 2025 | $608K | 969 | — | — |
| Q4 2025 | $4.2M | 29.1K | — | — |
| Q4 2025 | $1.5M | 3.7K | — | — |