Back to VGES
Next Level Wealth Planning, LLC → VGES
Next Level Wealth Planning, LLC VGES Position History
VGES
Quarters held
79
Latest value
$928K
Q3 2026
Peak value
$66.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.2M |
| Q4 2025 | $5.3M |
| Q4 2025 | $245K |
| Q4 2025 | $678K |
| Q4 2025 | $210K |
| Q4 2025 | $348K |
| Q4 2025 | $58.5M |
| Q4 2025 | $17.9M |
| Q4 2025 | $317K |
| Q4 2025 | $15.5M |
| Q1 2026 | $1.1M |
| Q1 2026 | $5M |
| Q1 2026 | $238K |
| Q1 2026 | $441K |
| Q1 2026 | $682K |
| Q1 2026 | $346K |
| Q1 2026 | $56.9M |
| Q1 2026 | $18.2M |
| Q1 2026 | $247K |
| Q1 2026 | $14.6M |
| Q2 2026 | $1.2M |
| Q2 2026 | $5.5M |
| Q2 2026 | $326K |
| Q2 2026 | $711K |
| Q2 2026 | $716K |
| Q2 2026 | $350K |
| Q2 2026 | $66.9M |
| Q2 2026 | $21.4M |
| Q2 2026 | $332K |
| Q2 2026 | $17.2M |
| Q3 2026 | $6K |
| Q3 2026 | $9K |
| Q3 2026 | $131K |
| Q3 2026 | $1.2M |
| Q3 2026 | $25K |
| Q3 2026 | $9K |
| Q3 2026 | $11K |
| Q3 2026 | $3K |
| Q3 2026 | $64K |
| Q3 2026 | $47K |
| Q3 2026 | $5M |
| Q3 2026 | $119K |
| Q3 2026 | $297K |
| Q3 2026 | $36K |
| Q3 2026 | $190K |
| Q3 2026 | $48K |
| Q3 2026 | $10K |
| Q3 2026 | $33K |
| Q3 2026 | $344K |
| Q3 2026 | $11K |
| Q3 2026 | $18K |
| Q3 2026 | $39K |
| Q3 2026 | $62K |
| Q3 2026 | $81K |
| Q3 2026 | $545K |
| Q3 2026 | $178K |
| Q3 2026 | $288K |
| Q3 2026 | $471K |
| Q3 2026 | $199K |
| Q3 2026 | $65K |
| Q3 2026 | $366K |
| Q3 2026 | $60.4M |
| Q3 2026 | $8.5M |
| Q3 2026 | $80K |
| Q3 2026 | $52K |
| Q3 2026 | $44K |
| Q3 2026 | $11K |
| Q3 2026 | $60K |
| Q3 2026 | $20M |
| Q3 2026 | $1.3M |
| Q3 2026 | $97K |
| Q3 2026 | $2K |
| Q3 2026 | $321K |
| Q3 2026 | $36K |
| Q3 2026 | $36K |
| Q3 2026 | $6K |
| Q3 2026 | $16.3M |
| Q3 2026 | $160K |
| Q3 2026 | $928K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $928K | 2.5K | — | — |
| Q3 2026 | $160K | 427 | — | — |
| Q3 2026 | $16.3M | 43.5K | — | — |
| Q3 2026 | $6K | 21 | — | — |
| Q3 2026 | $36K | 125 | — | — |
| Q3 2026 | $36K | 396 | — | — |
| Q3 2026 | $321K | 3.6K | — | — |
| Q3 2026 | $2K | 8 | — | — |
| Q3 2026 | $97K | 1.2K | — | — |
| Q3 2026 | $1.3M | 16.2K | — | — |
| Q3 2026 | $20M | 255.3K | — | — |
| Q3 2026 | $60K | 260 | — | — |
| Q3 2026 | $11K | 126 | — | — |
| Q3 2026 | $44K | 150 | — | — |
| Q3 2026 | $52K | 265 | — | — |
| Q3 2026 | $80K | 114 | — | — |
| Q3 2026 | $8.5M | 12.1K | — | — |
| Q3 2026 | $60.4M | 86.1K | — | — |
| Q3 2026 | $366K | 7.7K | — | — |
| Q3 2026 | $65K | 1.4K | — | — |
| Q3 2026 | $199K | 2.8K | — | — |
| Q3 2026 | $471K | 6.6K | — | — |
| Q3 2026 | $288K | 3.9K | — | — |
| Q3 2026 | $178K | 517 | — | — |
| Q3 2026 | $545K | 1.6K | — | — |
| Q3 2026 | $81K | 630 | — | — |
| Q3 2026 | $62K | 548 | — | — |
| Q3 2026 | $39K | 203 | — | — |
| Q3 2026 | $18K | 106 | — | — |
| Q3 2026 | $11K | 51 | — | — |
| Q3 2026 | $344K | 2.7K | — | — |
| Q3 2026 | $33K | 102 | — | — |
| Q3 2026 | $10K | 79 | — | — |
| Q3 2026 | $48K | 278 | — | — |
| Q3 2026 | $190K | 869 | — | — |
| Q3 2026 | $36K | 98 | — | — |
| Q3 2026 | $297K | 3.6K | — | — |
| Q3 2026 | $119K | 1.4K | — | — |
| Q3 2026 | $5M | 60.2K | — | — |
| Q3 2026 | $47K | 298 | — | — |
| Q3 2026 | $64K | 406 | — | — |
| Q3 2026 | $3K | 22 | — | — |
| Q3 2026 | $11K | 146 | — | — |
| Q3 2026 | $9K | 185 | — | — |
| Q3 2026 | $25K | 161 | — | — |
| Q3 2026 | $1.2M | 7.6K | — | — |
| Q3 2026 | $131K | 1.9K | — | — |
| Q3 2026 | $9K | 124 | — | — |
| Q3 2026 | $6K | 232 | — | — |
| Q2 2026 | $17.2M | 46.5K | — | — |
| Q2 2026 | $332K | 3.9K | — | — |
| Q2 2026 | $21.4M | 266.1K | — | — |
| Q2 2026 | $66.9M | 97.4K | — | — |
| Q2 2026 | $350K | 6.9K | — | — |
| Q2 2026 | $716K | 9.4K | — | — |
| Q2 2026 | $711K | 2.1K | — | — |
| Q2 2026 | $326K | 2.7K | — | — |
| Q2 2026 | $5.5M | 65.6K | — | — |
| Q2 2026 | $1.2M | 7.7K | — | — |
| Q1 2026 | $14.6M | 45.4K | — | — |
| Q1 2026 | $247K | 565 | — | — |
| Q1 2026 | $18.2M | 63.4K | — | — |
| Q1 2026 | $56.9M | 95.2K | — | — |
| Q1 2026 | $346K | 6.9K | — | — |
| Q1 2026 | $682K | 9.1K | — | — |
| Q1 2026 | $441K | 1.5K | — | — |
| Q1 2026 | $238K | 341 | — | — |
| Q1 2026 | $5M | 67.1K | — | — |
| Q1 2026 | $1.1M | 7.6K | — | — |
| Q4 2025 | $15.5M | 46.3K | — | — |
| Q4 2025 | $317K | 649 | — | — |
| Q4 2025 | $17.9M | 61.7K | — | — |
| Q4 2025 | $58.5M | 93.3K | — | — |
| Q4 2025 | $348K | 6.9K | — | — |
| Q4 2025 | $210K | 2.8K | — | — |
| Q4 2025 | $678K | 2.2K | — | — |
| Q4 2025 | $245K | 325 | — | — |
| Q4 2025 | $5.3M | 72.2K | — | — |
| Q4 2025 | $1.2M | 8.0K | — | — |