Back to VGES
Lodestone Wealth Management LLC → VGES
Lodestone Wealth Management LLC VGES Position History
VGES
Quarters held
230
Latest value
$4.2M
Q3 2026
Peak value
$4.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $250K |
| Q3 2025 | $3.4M |
| Q3 2025 | $909K |
| Q3 2025 | $3.5M |
| Q3 2025 | $2.6M |
| Q3 2025 | $524K |
| Q3 2025 | $622K |
| Q3 2025 | $382K |
| Q3 2025 | $361K |
| Q3 2025 | $248K |
| Q3 2025 | $649K |
| Q3 2025 | $264K |
| Q3 2025 | $391K |
| Q3 2025 | $209K |
| Q3 2025 | $516K |
| Q3 2025 | $610K |
| Q3 2025 | $1.5M |
| Q3 2025 | $4.5M |
| Q3 2025 | $494K |
| Q3 2025 | $3.5M |
| Q4 2025 | $11K |
| Q4 2025 | $17K |
| Q4 2025 | $43K |
| Q4 2025 | $249K |
| Q4 2025 | $3K |
| Q4 2025 | $3.4M |
| Q4 2025 | $906K |
| Q4 2025 | $3.6M |
| Q4 2025 | $74K |
| Q4 2025 | $5K |
| Q4 2025 | $67 |
| Q4 2025 | $2.5M |
| Q4 2025 | $404K |
| Q4 2025 | $16 |
| Q4 2025 | $625K |
| Q4 2025 | $10K |
| Q4 2025 | $379K |
| Q4 2025 | $22K |
| Q4 2025 | $149K |
| Q4 2025 | $5K |
| Q4 2025 | $24K |
| Q4 2025 | $4K |
| Q4 2025 | $73K |
| Q4 2025 | $16K |
| Q4 2025 | $5K |
| Q4 2025 | $15K |
| Q4 2025 | $17K |
| Q4 2025 | $2K |
| Q4 2025 | $4K |
| Q4 2025 | $11K |
| Q4 2025 | $249K |
| Q4 2025 | $627K |
| Q4 2025 | $280K |
| Q4 2025 | $379K |
| Q4 2025 | $202K |
| Q4 2025 | $524K |
| Q4 2025 | $605K |
| Q4 2025 | $1.5M |
| Q4 2025 | $133K |
| Q4 2025 | $4.2M |
| Q4 2025 | $501K |
| Q4 2025 | $3.6M |
| Q1 2026 | $10K |
| Q1 2026 | $10K |
| Q1 2026 | $18K |
| Q1 2026 | $18K |
| Q1 2026 | $44K |
| Q1 2026 | $44K |
| Q1 2026 | $248K |
| Q1 2026 | $248K |
| Q1 2026 | $3K |
| Q1 2026 | $3K |
| Q1 2026 | $3.5M |
| Q1 2026 | $3.5M |
| Q1 2026 | $883K |
| Q1 2026 | $883K |
| Q1 2026 | $3.8M |
| Q1 2026 | $3.8M |
| Q1 2026 | $76K |
| Q1 2026 | $76K |
| Q1 2026 | $5K |
| Q1 2026 | $5K |
| Q1 2026 | $66 |
| Q1 2026 | $66 |
| Q1 2026 | $2.7M |
| Q1 2026 | $2.7M |
| Q1 2026 | $391K |
| Q1 2026 | $391K |
| Q1 2026 | $15 |
| Q1 2026 | $15 |
| Q1 2026 | $636K |
| Q1 2026 | $636K |
| Q1 2026 | $381K |
| Q1 2026 | $381K |
| Q1 2026 | $20K |
| Q1 2026 | $20K |
| Q1 2026 | $113K |
| Q1 2026 | $113K |
| Q1 2026 | $5K |
| Q1 2026 | $5K |
| Q1 2026 | $22K |
| Q1 2026 | $22K |
| Q1 2026 | $4K |
| Q1 2026 | $4K |
| Q1 2026 | $72K |
| Q1 2026 | $72K |
| Q1 2026 | $12K |
| Q1 2026 | $12K |
| Q1 2026 | $5K |
| Q1 2026 | $5K |
| Q1 2026 | $12K |
| Q1 2026 | $12K |
| Q1 2026 | $17K |
| Q1 2026 | $17K |
| Q1 2026 | $1K |
| Q1 2026 | $1K |
| Q1 2026 | $4K |
| Q1 2026 | $4K |
| Q1 2026 | $11K |
| Q1 2026 | $11K |
| Q1 2026 | $247K |
| Q1 2026 | $247K |
| Q1 2026 | $599K |
| Q1 2026 | $599K |
| Q1 2026 | $291K |
| Q1 2026 | $291K |
| Q1 2026 | $394K |
| Q1 2026 | $394K |
| Q1 2026 | $201K |
| Q1 2026 | $201K |
| Q1 2026 | $512K |
| Q1 2026 | $512K |
| Q1 2026 | $600K |
| Q1 2026 | $600K |
| Q1 2026 | $1.4M |
| Q1 2026 | $1.4M |
| Q1 2026 | $119K |
| Q1 2026 | $119K |
| Q1 2026 | $4.3M |
| Q1 2026 | $4.3M |
| Q1 2026 | $509K |
| Q1 2026 | $509K |
| Q1 2026 | $3.4M |
| Q1 2026 | $3.4M |
| Q2 2026 | $12K |
| Q2 2026 | $17K |
| Q2 2026 | $51K |
| Q2 2026 | $248K |
| Q2 2026 | $3K |
| Q2 2026 | $3.5M |
| Q2 2026 | $822K |
| Q2 2026 | $4.2M |
| Q2 2026 | $81K |
| Q2 2026 | $5K |
| Q2 2026 | $67 |
| Q2 2026 | $2.7M |
| Q2 2026 | $355K |
| Q2 2026 | $16 |
| Q2 2026 | $673K |
| Q2 2026 | $421K |
| Q2 2026 | $18K |
| Q2 2026 | $190K |
| Q2 2026 | $5K |
| Q2 2026 | $12K |
| Q2 2026 | $3K |
| Q2 2026 | $66K |
| Q2 2026 | $14K |
| Q2 2026 | $5K |
| Q2 2026 | $14K |
| Q2 2026 | $17K |
| Q2 2026 | $2K |
| Q2 2026 | $4K |
| Q2 2026 | $11K |
| Q2 2026 | $250K |
| Q2 2026 | $517K |
| Q2 2026 | $311K |
| Q2 2026 | $578K |
| Q2 2026 | $208K |
| Q2 2026 | $572K |
| Q2 2026 | $675K |
| Q2 2026 | $1.7M |
| Q2 2026 | $132K |
| Q2 2026 | $4.7M |
| Q2 2026 | $580K |
| Q2 2026 | $3.9M |
| Q3 2026 | $13K |
| Q3 2026 | $15K |
| Q3 2026 | $47K |
| Q3 2026 | $242K |
| Q3 2026 | $3K |
| Q3 2026 | $3.8M |
| Q3 2026 | $770K |
| Q3 2026 | $4.4M |
| Q3 2026 | $80K |
| Q3 2026 | $13K |
| Q3 2026 | $5K |
| Q3 2026 | $63 |
| Q3 2026 | $2.9M |
| Q3 2026 | $147K |
| Q3 2026 | $333K |
| Q3 2026 | $677K |
| Q3 2026 | $418K |
| Q3 2026 | $5K |
| Q3 2026 | $15K |
| Q3 2026 | $18K |
| Q3 2026 | $176K |
| Q3 2026 | $5K |
| Q3 2026 | $31K |
| Q3 2026 | $13K |
| Q3 2026 | $329K |
| Q3 2026 | $65K |
| Q3 2026 | $14K |
| Q3 2026 | $19K |
| Q3 2026 | $18K |
| Q3 2026 | $16K |
| Q3 2026 | $1K |
| Q3 2026 | $4K |
| Q3 2026 | $10K |
| Q3 2026 | $270K |
| Q3 2026 | $529K |
| Q3 2026 | $308K |
| Q3 2026 | $606K |
| Q3 2026 | $194K |
| Q3 2026 | $544K |
| Q3 2026 | $658K |
| Q3 2026 | $1.7M |
| Q3 2026 | $138K |
| Q3 2026 | $4.3M |
| Q3 2026 | $545K |
| Q3 2026 | $4.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.2M | 11.1K | — | — |
| Q3 2026 | $545K | 1.9K | — | — |
| Q3 2026 | $4.3M | 20.1K | — | — |
| Q3 2026 | $138K | 1.5K | — | — |
| Q3 2026 | $1.7M | 4.9K | — | — |
| Q3 2026 | $658K | 8.4K | — | — |
| Q3 2026 | $544K | 2.4K | — | — |
| Q3 2026 | $194K | 2.2K | — | — |
| Q3 2026 | $606K | 2.1K | — | — |
| Q3 2026 | $308K | 1.6K | — | — |
| Q3 2026 | $529K | 755 | — | — |
| Q3 2026 | $270K | 5.7K | — | — |
| Q3 2026 | $10K | 130 | — | — |
| Q3 2026 | $4K | 74 | — | — |
| Q3 2026 | $1K | 20 | — | — |
| Q3 2026 | $16K | 371 | — | — |
| Q3 2026 | $18K | 164 | — | — |
| Q3 2026 | $19K | 328 | — | — |
| Q3 2026 | $14K | 110 | — | — |
| Q3 2026 | $65K | 842 | — | — |
| Q3 2026 | $329K | 5.7K | — | — |
| Q3 2026 | $13K | 66 | — | — |
| Q3 2026 | $31K | 180 | — | — |
| Q3 2026 | $5K | 23 | — | — |
| Q3 2026 | $176K | 1.4K | — | — |
| Q3 2026 | $18K | 135 | — | — |
| Q3 2026 | $15K | 88 | — | — |
| Q3 2026 | $5K | 15 | — | — |
| Q3 2026 | $418K | 7.1K | — | — |
| Q3 2026 | $677K | 4.4K | — | — |
| Q3 2026 | $333K | 7.1K | — | — |
| Q3 2026 | $147K | 3.0K | — | — |
| Q3 2026 | $2.9M | 58.3K | — | — |
| Q3 2026 | $63 | 1 | — | — |
| Q3 2026 | $5K | 57 | — | — |
| Q3 2026 | $13K | 130 | — | — |
| Q3 2026 | $80K | 514 | — | — |
| Q3 2026 | $4.4M | 62.0K | — | — |
| Q3 2026 | $770K | 11.0K | — | — |
| Q3 2026 | $3.8M | 49.7K | — | — |
| Q3 2026 | $3K | 38 | — | — |
| Q3 2026 | $242K | 2.5K | — | — |
| Q3 2026 | $47K | 389 | — | — |
| Q3 2026 | $15K | 117 | — | — |
| Q3 2026 | $13K | 93 | — | — |
| Q2 2026 | $3.9M | 10.4K | — | — |
| Q2 2026 | $580K | 1.9K | — | — |
| Q2 2026 | $4.7M | 21.5K | — | — |
| Q2 2026 | $132K | 1.5K | — | — |
| Q2 2026 | $1.7M | 4.9K | — | — |
| Q2 2026 | $675K | 8.4K | — | — |
| Q2 2026 | $572K | 2.4K | — | — |
| Q2 2026 | $208K | 2.2K | — | — |
| Q2 2026 | $578K | 1.9K | — | — |
| Q2 2026 | $311K | 1.6K | — | — |
| Q2 2026 | $517K | 753 | — | — |
| Q2 2026 | $250K | 5.0K | — | — |
| Q2 2026 | $11K | 130 | — | — |
| Q2 2026 | $4K | 74 | — | — |
| Q2 2026 | $2K | 20 | — | — |
| Q2 2026 | $17K | 367 | — | — |
| Q2 2026 | $14K | 131 | — | — |
| Q2 2026 | $5K | 77 | — | — |
| Q2 2026 | $14K | 110 | — | — |
| Q2 2026 | $66K | 840 | — | — |
| Q2 2026 | $3K | 60 | — | — |
| Q2 2026 | $12K | 66 | — | — |
| Q2 2026 | $5K | 23 | — | — |
| Q2 2026 | $190K | 1.6K | — | — |
| Q2 2026 | $18K | 140 | — | — |
| Q2 2026 | $421K | 7.1K | — | — |
| Q2 2026 | $673K | 4.4K | — | — |
| Q2 2026 | $16 | 0 | — | — |
| Q2 2026 | $355K | 7.3K | — | — |
| Q2 2026 | $2.7M | 54.5K | — | — |
| Q2 2026 | $67 | 1 | — | — |
| Q2 2026 | $5K | 57 | — | — |
| Q2 2026 | $81K | 514 | — | — |
| Q2 2026 | $4.2M | 59.0K | — | — |
| Q2 2026 | $822K | 11.2K | — | — |
| Q2 2026 | $3.5M | 45.1K | — | — |
| Q2 2026 | $3K | 38 | — | — |
| Q2 2026 | $248K | 2.5K | — | — |
| Q2 2026 | $51K | 389 | — | — |
| Q2 2026 | $17K | 123 | — | — |
| Q2 2026 | $12K | 93 | — | — |
| Q1 2026 | $3.4M | 10.6K | — | — |
| Q1 2026 | $3.4M | 10.6K | — | — |
| Q1 2026 | $509K | 1.9K | — | — |
| Q1 2026 | $509K | 1.9K | — | — |
| Q1 2026 | $4.3M | 22.0K | — | — |
| Q1 2026 | $4.3M | 22.0K | — | — |
| Q1 2026 | $119K | 273 | — | — |
| Q1 2026 | $119K | 273 | — | — |
| Q1 2026 | $1.4M | 4.8K | — | — |
| Q1 2026 | $1.4M | 4.8K | — | — |
| Q1 2026 | $600K | 2.1K | — | — |
| Q1 2026 | $600K | 2.1K | — | — |
| Q1 2026 | $512K | 2.4K | — | — |
| Q1 2026 | $512K | 2.4K | — | — |
| Q1 2026 | $201K | 2.3K | — | — |
| Q1 2026 | $201K | 2.3K | — | — |
| Q1 2026 | $394K | 1.5K | — | — |
| Q1 2026 | $394K | 1.5K | — | — |
| Q1 2026 | $291K | 1.6K | — | — |
| Q1 2026 | $291K | 1.6K | — | — |
| Q1 2026 | $599K | 1.0K | — | — |
| Q1 2026 | $599K | 1.0K | — | — |
| Q1 2026 | $247K | 5.0K | — | — |
| Q1 2026 | $247K | 5.0K | — | — |
| Q1 2026 | $11K | 130 | — | — |
| Q1 2026 | $11K | 130 | — | — |
| Q1 2026 | $4K | 74 | — | — |
| Q1 2026 | $4K | 74 | — | — |
| Q1 2026 | $1K | 20 | — | — |
| Q1 2026 | $1K | 20 | — | — |
| Q1 2026 | $17K | 363 | — | — |
| Q1 2026 | $17K | 363 | — | — |
| Q1 2026 | $12K | 131 | — | — |
| Q1 2026 | $12K | 131 | — | — |
| Q1 2026 | $5K | 77 | — | — |
| Q1 2026 | $5K | 77 | — | — |
| Q1 2026 | $12K | 110 | — | — |
| Q1 2026 | $12K | 110 | — | — |
| Q1 2026 | $72K | 911 | — | — |
| Q1 2026 | $72K | 911 | — | — |
| Q1 2026 | $4K | 60 | — | — |
| Q1 2026 | $4K | 60 | — | — |
| Q1 2026 | $22K | 125 | — | — |
| Q1 2026 | $22K | 125 | — | — |
| Q1 2026 | $5K | 23 | — | — |
| Q1 2026 | $5K | 23 | — | — |
| Q1 2026 | $113K | 163 | — | — |
| Q1 2026 | $113K | 163 | — | — |
| Q1 2026 | $20K | 164 | — | — |
| Q1 2026 | $20K | 164 | — | — |
| Q1 2026 | $381K | 7.1K | — | — |
| Q1 2026 | $381K | 7.1K | — | — |
| Q1 2026 | $636K | 4.4K | — | — |
| Q1 2026 | $636K | 4.4K | — | — |
| Q1 2026 | $15 | 0 | — | — |
| Q1 2026 | $15 | 0 | — | — |
| Q1 2026 | $391K | 8.1K | — | — |
| Q1 2026 | $391K | 8.1K | — | — |
| Q1 2026 | $2.7M | 54.1K | — | — |
| Q1 2026 | $2.7M | 54.1K | — | — |
| Q1 2026 | $66 | 1 | — | — |
| Q1 2026 | $66 | 1 | — | — |
| Q1 2026 | $5K | 57 | — | — |
| Q1 2026 | $5K | 57 | — | — |
| Q1 2026 | $76K | 514 | — | — |
| Q1 2026 | $76K | 514 | — | — |
| Q1 2026 | $3.8M | 59.4K | — | — |
| Q1 2026 | $3.8M | 59.4K | — | — |
| Q1 2026 | $883K | 12.0K | — | — |
| Q1 2026 | $883K | 12.0K | — | — |
| Q1 2026 | $3.5M | 44.9K | — | — |
| Q1 2026 | $3.5M | 44.9K | — | — |
| Q1 2026 | $3K | 38 | — | — |
| Q1 2026 | $3K | 38 | — | — |
| Q1 2026 | $248K | 2.5K | — | — |
| Q1 2026 | $248K | 2.5K | — | — |
| Q1 2026 | $44K | 389 | — | — |
| Q1 2026 | $44K | 389 | — | — |
| Q1 2026 | $18K | 154 | — | — |
| Q1 2026 | $18K | 154 | — | — |
| Q1 2026 | $10K | 92 | — | — |
| Q1 2026 | $10K | 92 | — | — |
| Q4 2025 | $3.6M | 10.6K | — | — |
| Q4 2025 | $501K | 1.9K | — | — |
| Q4 2025 | $4.2M | 22.2K | — | — |
| Q4 2025 | $133K | 273 | — | — |
| Q4 2025 | $1.5M | 4.8K | — | — |
| Q4 2025 | $605K | 2.1K | — | — |
| Q4 2025 | $524K | 2.5K | — | — |
| Q4 2025 | $202K | 2.3K | — | — |
| Q4 2025 | $379K | 1.4K | — | — |
| Q4 2025 | $280K | 1.6K | — | — |
| Q4 2025 | $627K | 999 | — | — |
| Q4 2025 | $249K | 5.0K | — | — |
| Q4 2025 | $11K | 130 | — | — |
| Q4 2025 | $4K | 74 | — | — |
| Q4 2025 | $2K | 21 | — | — |
| Q4 2025 | $17K | 361 | — | — |
| Q4 2025 | $15K | 162 | — | — |
| Q4 2025 | $5K | 77 | — | — |
| Q4 2025 | $16K | 130 | — | — |
| Q4 2025 | $73K | 910 | — | — |
| Q4 2025 | $4K | 60 | — | — |
| Q4 2025 | $24K | 125 | — | — |
| Q4 2025 | $5K | 23 | — | — |
| Q4 2025 | $149K | 198 | — | — |
| Q4 2025 | $22K | 164 | — | — |
| Q4 2025 | $379K | 7.1K | — | — |
| Q4 2025 | $10K | 72 | — | — |
| Q4 2025 | $625K | 4.4K | — | — |
| Q4 2025 | $16 | 0 | — | — |
| Q4 2025 | $404K | 8.4K | — | — |
| Q4 2025 | $2.5M | 51.4K | — | — |
| Q4 2025 | $67 | 1 | — | — |
| Q4 2025 | $5K | 57 | — | — |
| Q4 2025 | $74K | 514 | — | — |
| Q4 2025 | $3.6M | 57.6K | — | — |
| Q4 2025 | $906K | 12.2K | — | — |
| Q4 2025 | $3.4M | 42.8K | — | — |
| Q4 2025 | $3K | 38 | — | — |
| Q4 2025 | $249K | 2.5K | — | — |
| Q4 2025 | $43K | 389 | — | — |
| Q4 2025 | $17K | 154 | — | — |
| Q4 2025 | $11K | 92 | — | — |
| Q3 2025 | $3.5M | 10.6K | — | — |
| Q3 2025 | $494K | 1.9K | — | — |
| Q3 2025 | $4.5M | 24.3K | — | — |
| Q3 2025 | $1.5M | 4.8K | — | — |
| Q3 2025 | $610K | 2.1K | — | — |
| Q3 2025 | $516K | 2.5K | — | — |
| Q3 2025 | $209K | 2.3K | — | — |
| Q3 2025 | $391K | 1.3K | — | — |
| Q3 2025 | $264K | 1.5K | — | — |
| Q3 2025 | $649K | 1.1K | — | — |
| Q3 2025 | $248K | 5.0K | — | — |
| Q3 2025 | $361K | 483 | — | — |
| Q3 2025 | $382K | 7.1K | — | — |
| Q3 2025 | $622K | 4.4K | — | — |
| Q3 2025 | $524K | 10.6K | — | — |
| Q3 2025 | $2.6M | 51.6K | — | — |
| Q3 2025 | $3.5M | 58.6K | — | — |
| Q3 2025 | $909K | 12.2K | — | — |
| Q3 2025 | $3.4M | 42.5K | — | — |
| Q3 2025 | $250K | 2.5K | — | — |