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McCarley & Cook Financial Planners → VGES
McCarley & Cook Financial Planners VGES Position History
VGES
Quarters held
85
Latest value
$13K
Q3 2026
Peak value
$21.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $312K |
| Q4 2025 | $983K |
| Q4 2025 | $141 |
| Q4 2025 | $5K |
| Q4 2025 | $16.2M |
| Q4 2025 | $153K |
| Q4 2025 | $4K |
| Q4 2025 | $3K |
| Q4 2025 | $2K |
| Q4 2025 | $90K |
| Q4 2025 | $16K |
| Q4 2025 | $278K |
| Q4 2025 | $7K |
| Q4 2025 | $10K |
| Q4 2025 | $11K |
| Q4 2025 | $112K |
| Q4 2025 | $16K |
| Q4 2025 | $885 |
| Q4 2025 | $15K |
| Q4 2025 | $118K |
| Q4 2025 | $12K |
| Q1 2026 | $349K |
| Q1 2026 | $950K |
| Q1 2026 | $145 |
| Q1 2026 | $109K |
| Q1 2026 | $5K |
| Q1 2026 | $391K |
| Q1 2026 | $19M |
| Q1 2026 | $158K |
| Q1 2026 | $4K |
| Q1 2026 | $3K |
| Q1 2026 | $2K |
| Q1 2026 | $8K |
| Q1 2026 | $16K |
| Q1 2026 | $286K |
| Q1 2026 | $5K |
| Q1 2026 | $10K |
| Q1 2026 | $11K |
| Q1 2026 | $111K |
| Q1 2026 | $15K |
| Q1 2026 | $15K |
| Q1 2026 | $117K |
| Q1 2026 | $11K |
| Q2 2026 | $454K |
| Q2 2026 | $1.1M |
| Q2 2026 | $163 |
| Q2 2026 | $108K |
| Q2 2026 | $2K |
| Q2 2026 | $390K |
| Q2 2026 | $21.6M |
| Q2 2026 | $168K |
| Q2 2026 | $4K |
| Q2 2026 | $3K |
| Q2 2026 | $969 |
| Q2 2026 | $8K |
| Q2 2026 | $18K |
| Q2 2026 | $321K |
| Q2 2026 | $5K |
| Q2 2026 | $11K |
| Q2 2026 | $111K |
| Q2 2026 | $18K |
| Q2 2026 | $17K |
| Q2 2026 | $131K |
| Q2 2026 | $13K |
| Q3 2026 | $447K |
| Q3 2026 | $1.1M |
| Q3 2026 | $161 |
| Q3 2026 | $103K |
| Q3 2026 | $2K |
| Q3 2026 | $372K |
| Q3 2026 | $21.9M |
| Q3 2026 | $165K |
| Q3 2026 | $4K |
| Q3 2026 | $3K |
| Q3 2026 | $937 |
| Q3 2026 | $5K |
| Q3 2026 | $18K |
| Q3 2026 | $315K |
| Q3 2026 | $5K |
| Q3 2026 | $11K |
| Q3 2026 | $105K |
| Q3 2026 | $17K |
| Q3 2026 | $16K |
| Q3 2026 | $127K |
| Q3 2026 | $13K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13K | 35 | — | — |
| Q3 2026 | $127K | 1.6K | — | — |
| Q3 2026 | $16K | 69 | — | — |
| Q3 2026 | $17K | 58 | — | — |
| Q3 2026 | $105K | 1.3K | — | — |
| Q3 2026 | $11K | 140 | — | — |
| Q3 2026 | $5K | 27 | — | — |
| Q3 2026 | $315K | 5.3K | — | — |
| Q3 2026 | $18K | 113 | — | — |
| Q3 2026 | $5K | 34 | — | — |
| Q3 2026 | $937 | 20 | — | — |
| Q3 2026 | $3K | 36 | — | — |
| Q3 2026 | $4K | 41 | — | — |
| Q3 2026 | $165K | 1.1K | — | — |
| Q3 2026 | $21.9M | 310.6K | — | — |
| Q3 2026 | $372K | 5.3K | — | — |
| Q3 2026 | $2K | 28 | — | — |
| Q3 2026 | $103K | 1.4K | — | — |
| Q3 2026 | $161 | 1 | — | — |
| Q3 2026 | $1.1M | 8.5K | — | — |
| Q3 2026 | $447K | 5.5K | — | — |
| Q2 2026 | $13K | 35 | — | — |
| Q2 2026 | $131K | 1.6K | — | — |
| Q2 2026 | $17K | 69 | — | — |
| Q2 2026 | $18K | 58 | — | — |
| Q2 2026 | $111K | 1.3K | — | — |
| Q2 2026 | $11K | 140 | — | — |
| Q2 2026 | $5K | 27 | — | — |
| Q2 2026 | $321K | 5.4K | — | — |
| Q2 2026 | $18K | 113 | — | — |
| Q2 2026 | $8K | 54 | — | — |
| Q2 2026 | $969 | 20 | — | — |
| Q2 2026 | $3K | 36 | — | — |
| Q2 2026 | $4K | 41 | — | — |
| Q2 2026 | $168K | 1.1K | — | — |
| Q2 2026 | $21.6M | 302.7K | — | — |
| Q2 2026 | $390K | 5.3K | — | — |
| Q2 2026 | $2K | 28 | — | — |
| Q2 2026 | $108K | 1.4K | — | — |
| Q2 2026 | $163 | 1 | — | — |
| Q2 2026 | $1.1M | 8.5K | — | — |
| Q2 2026 | $454K | 5.5K | — | — |
| Q1 2026 | $11K | 35 | — | — |
| Q1 2026 | $117K | 406 | — | — |
| Q1 2026 | $15K | 69 | — | — |
| Q1 2026 | $15K | 58 | — | — |
| Q1 2026 | $111K | 1.3K | — | — |
| Q1 2026 | $11K | 140 | — | — |
| Q1 2026 | $10K | 169 | — | — |
| Q1 2026 | $5K | 27 | — | — |
| Q1 2026 | $286K | 5.3K | — | — |
| Q1 2026 | $16K | 113 | — | — |
| Q1 2026 | $8K | 54 | — | — |
| Q1 2026 | $2K | 42 | — | — |
| Q1 2026 | $3K | 36 | — | — |
| Q1 2026 | $4K | 41 | — | — |
| Q1 2026 | $158K | 1.1K | — | — |
| Q1 2026 | $19M | 295.9K | — | — |
| Q1 2026 | $391K | 5.3K | — | — |
| Q1 2026 | $5K | 59 | — | — |
| Q1 2026 | $109K | 1.4K | — | — |
| Q1 2026 | $145 | 1 | — | — |
| Q1 2026 | $950K | 8.5K | — | — |
| Q1 2026 | $349K | 4.9K | — | — |
| Q4 2025 | $12K | 35 | — | — |
| Q4 2025 | $118K | 406 | — | — |
| Q4 2025 | $15K | 69 | — | — |
| Q4 2025 | $885 | 10 | — | — |
| Q4 2025 | $16K | 58 | — | — |
| Q4 2025 | $112K | 1.3K | — | — |
| Q4 2025 | $11K | 140 | — | — |
| Q4 2025 | $10K | 169 | — | — |
| Q4 2025 | $7K | 40 | — | — |
| Q4 2025 | $278K | 5.2K | — | — |
| Q4 2025 | $16K | 113 | — | — |
| Q4 2025 | $90K | 628 | — | — |
| Q4 2025 | $2K | 42 | — | — |
| Q4 2025 | $3K | 36 | — | — |
| Q4 2025 | $4K | 41 | — | — |
| Q4 2025 | $153K | 1.1K | — | — |
| Q4 2025 | $16.2M | 259.4K | — | — |
| Q4 2025 | $5K | 59 | — | — |
| Q4 2025 | $141 | 1 | — | — |
| Q4 2025 | $983K | 8.1K | — | — |
| Q4 2025 | $312K | 4.4K | — | — |