Back to VGES
Montz Harcus Wealth Management LLC → VGES
Montz Harcus Wealth Management LLC VGES Position History
VGES
Quarters held
26
Latest value
$2.1M
Q3 2026
Peak value
$10.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $297K |
| Q3 2025 | $367K |
| Q3 2025 | $238K |
| Q3 2025 | $9.1M |
| Q3 2025 | $391K |
| Q4 2025 | $320K |
| Q4 2025 | $371K |
| Q4 2025 | $237K |
| Q4 2025 | $9.5M |
| Q4 2025 | $416K |
| Q1 2026 | $327K |
| Q1 2026 | $389K |
| Q1 2026 | $241K |
| Q1 2026 | $9.9M |
| Q1 2026 | $1.8M |
| Q2 2026 | $365K |
| Q2 2026 | $455K |
| Q2 2026 | $247K |
| Q2 2026 | $10.8M |
| Q2 2026 | $242K |
| Q2 2026 | $2.1M |
| Q3 2026 | $416K |
| Q3 2026 | $278K |
| Q3 2026 | $10.7M |
| Q3 2026 | $247K |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 5.6K | — | — |
| Q3 2026 | $247K | 352 | — | — |
| Q3 2026 | $10.7M | 68.9K | — | — |
| Q3 2026 | $278K | 3.6K | — | — |
| Q3 2026 | $416K | 5.7K | — | — |
| Q2 2026 | $2.1M | 5.6K | — | — |
| Q2 2026 | $242K | 352 | — | — |
| Q2 2026 | $10.8M | 68.5K | — | — |
| Q2 2026 | $247K | 3.2K | — | — |
| Q2 2026 | $455K | 5.9K | — | — |
| Q2 2026 | $365K | 4.3K | — | — |
| Q1 2026 | $1.8M | 5.6K | — | — |
| Q1 2026 | $9.9M | 67.0K | — | — |
| Q1 2026 | $241K | 3.1K | — | — |
| Q1 2026 | $389K | 5.0K | — | — |
| Q1 2026 | $327K | 4.2K | — | — |
| Q4 2025 | $416K | 1.2K | — | — |
| Q4 2025 | $9.5M | 65.9K | — | — |
| Q4 2025 | $237K | 3.0K | — | — |
| Q4 2025 | $371K | 4.8K | — | — |
| Q4 2025 | $320K | 4.2K | — | — |
| Q3 2025 | $391K | 1.2K | — | — |
| Q3 2025 | $9.1M | 64.6K | — | — |
| Q3 2025 | $238K | 3.0K | — | — |
| Q3 2025 | $367K | 4.7K | — | — |
| Q3 2025 | $297K | 4.0K | — | — |