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Meredith Wealth Planning → VGES
Meredith Wealth Planning VGES Position History
VGES
Quarters held
53
Latest value
$1.4M
Q3 2026
Peak value
$27.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $885K |
| Q3 2025 | $548K |
| Q3 2025 | $352K |
| Q3 2025 | $923K |
| Q3 2025 | $1.7M |
| Q3 2025 | $3.1M |
| Q3 2025 | $221K |
| Q3 2025 | $308K |
| Q3 2025 | $3.2M |
| Q4 2025 | $899K |
| Q4 2025 | $516K |
| Q4 2025 | $392K |
| Q4 2025 | $940K |
| Q4 2025 | $1.7M |
| Q4 2025 | $3.3M |
| Q4 2025 | $212K |
| Q4 2025 | $306K |
| Q4 2025 | $200K |
| Q4 2025 | $3.3M |
| Q1 2026 | $917K |
| Q1 2026 | $638K |
| Q1 2026 | $506K |
| Q1 2026 | $212K |
| Q1 2026 | $363K |
| Q1 2026 | $837K |
| Q1 2026 | $1.7M |
| Q1 2026 | $3.1M |
| Q1 2026 | $221K |
| Q1 2026 | $314K |
| Q1 2026 | $3.1M |
| Q2 2026 | $1M |
| Q2 2026 | $211K |
| Q2 2026 | $2.4M |
| Q2 2026 | $558K |
| Q2 2026 | $498K |
| Q2 2026 | $821K |
| Q2 2026 | $3.5M |
| Q2 2026 | $237K |
| Q2 2026 | $352K |
| Q2 2026 | $219K |
| Q2 2026 | $3.1M |
| Q3 2026 | $554K |
| Q3 2026 | $2.5M |
| Q3 2026 | $556K |
| Q3 2026 | $211K |
| Q3 2026 | $525K |
| Q3 2026 | $11.1M |
| Q3 2026 | $27.2M |
| Q3 2026 | $1.1M |
| Q3 2026 | $234K |
| Q3 2026 | $472K |
| Q3 2026 | $224K |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 3.7K | — | — |
| Q3 2026 | $224K | 636 | — | — |
| Q3 2026 | $472K | 2.0K | — | — |
| Q3 2026 | $234K | 1.2K | — | — |
| Q3 2026 | $1.1M | 1.6K | — | — |
| Q3 2026 | $27.2M | 480.2K | — | — |
| Q3 2026 | $11.1M | 193.7K | — | — |
| Q3 2026 | $525K | 4.2K | — | — |
| Q3 2026 | $211K | 1.2K | — | — |
| Q3 2026 | $556K | 9.4K | — | — |
| Q3 2026 | $2.5M | 33.4K | — | — |
| Q3 2026 | $554K | 6.5K | — | — |
| Q2 2026 | $3.1M | 8.5K | — | — |
| Q2 2026 | $219K | 636 | — | — |
| Q2 2026 | $352K | 1.4K | — | — |
| Q2 2026 | $237K | 1.2K | — | — |
| Q2 2026 | $3.5M | 5.1K | — | — |
| Q2 2026 | $821K | 10.4K | — | — |
| Q2 2026 | $498K | 4.2K | — | — |
| Q2 2026 | $558K | 9.4K | — | — |
| Q2 2026 | $2.4M | 32.0K | — | — |
| Q2 2026 | $211K | 845 | — | — |
| Q2 2026 | $1M | 11.9K | — | — |
| Q1 2026 | $3.1M | 9.7K | — | — |
| Q1 2026 | $314K | 1.4K | — | — |
| Q1 2026 | $221K | 1.2K | — | — |
| Q1 2026 | $3.1M | 5.2K | — | — |
| Q1 2026 | $1.7M | 34.9K | — | — |
| Q1 2026 | $837K | 10.6K | — | — |
| Q1 2026 | $363K | 521 | — | — |
| Q1 2026 | $212K | 1.2K | — | — |
| Q1 2026 | $506K | 9.4K | — | — |
| Q1 2026 | $638K | 8.4K | — | — |
| Q1 2026 | $917K | 11.9K | — | — |
| Q4 2025 | $3.3M | 9.7K | — | — |
| Q4 2025 | $200K | 636 | — | — |
| Q4 2025 | $306K | 1.4K | — | — |
| Q4 2025 | $212K | 1.2K | — | — |
| Q4 2025 | $3.3M | 5.2K | — | — |
| Q4 2025 | $1.7M | 33.8K | — | — |
| Q4 2025 | $940K | 11.8K | — | — |
| Q4 2025 | $392K | 520 | — | — |
| Q4 2025 | $516K | 9.6K | — | — |
| Q4 2025 | $899K | 11.9K | — | — |
| Q3 2025 | $3.2M | 9.7K | — | — |
| Q3 2025 | $308K | 1.5K | — | — |
| Q3 2025 | $221K | 1.3K | — | — |
| Q3 2025 | $3.1M | 5.1K | — | — |
| Q3 2025 | $1.7M | 34.4K | — | — |
| Q3 2025 | $923K | 11.5K | — | — |
| Q3 2025 | $352K | 472 | — | — |
| Q3 2025 | $548K | 10.1K | — | — |
| Q3 2025 | $885K | 12.0K | — | — |