Back to VGES
Lynch Investment Planning, LLC → VGES
Lynch Investment Planning, LLC VGES Position History
VGES
Quarters held
29
Latest value
$314K
Q3 2026
Peak value
$11.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.5M |
| Q4 2025 | $713K |
| Q4 2025 | $1.1M |
| Q4 2025 | $1.4M |
| Q1 2026 | $8.6M |
| Q1 2026 | $212K |
| Q1 2026 | $930K |
| Q1 2026 | $1M |
| Q1 2026 | $2.1M |
| Q2 2026 | $10.3M |
| Q2 2026 | $241K |
| Q2 2026 | $1.3M |
| Q2 2026 | $1.2M |
| Q2 2026 | $3.3M |
| Q3 2026 | $115K |
| Q3 2026 | $11.3M |
| Q3 2026 | $40K |
| Q3 2026 | $3K |
| Q3 2026 | $247K |
| Q3 2026 | $1M |
| Q3 2026 | $974K |
| Q3 2026 | $1K |
| Q3 2026 | $33K |
| Q3 2026 | $53K |
| Q3 2026 | $20K |
| Q3 2026 | $140K |
| Q3 2026 | $5.2M |
| Q3 2026 | $181K |
| Q3 2026 | $314K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $314K | 840 | — | — |
| Q3 2026 | $181K | 638 | — | — |
| Q3 2026 | $5.2M | 24.1K | — | — |
| Q3 2026 | $140K | 1.6K | — | — |
| Q3 2026 | $20K | 87 | — | — |
| Q3 2026 | $53K | 150 | — | — |
| Q3 2026 | $33K | 420 | — | — |
| Q3 2026 | $1K | 13 | — | — |
| Q3 2026 | $974K | 1.4K | — | — |
| Q3 2026 | $1M | 14.1K | — | — |
| Q3 2026 | $247K | 2.3K | — | — |
| Q3 2026 | $3K | 36 | — | — |
| Q3 2026 | $40K | 321 | — | — |
| Q3 2026 | $11.3M | 148.2K | — | — |
| Q3 2026 | $115K | 1.4K | — | — |
| Q2 2026 | $3.3M | 15.2K | — | — |
| Q2 2026 | $1.2M | 1.8K | — | — |
| Q2 2026 | $1.3M | 17.6K | — | — |
| Q2 2026 | $241K | 2.3K | — | — |
| Q2 2026 | $10.3M | 132.8K | — | — |
| Q1 2026 | $2.1M | 10.5K | — | — |
| Q1 2026 | $1M | 1.8K | — | — |
| Q1 2026 | $930K | 12.4K | — | — |
| Q1 2026 | $212K | 2.3K | — | — |
| Q1 2026 | $8.6M | 109.6K | — | — |
| Q4 2025 | $1.4M | 7.4K | — | — |
| Q4 2025 | $1.1M | 1.7K | — | — |
| Q4 2025 | $713K | 9.4K | — | — |
| Q4 2025 | $7.5M | 94.6K | — | — |