Back to VGES
North Berkeley Wealth Management, LLC → VGES
North Berkeley Wealth Management, LLC VGES Position History
VGES
Quarters held
28
Latest value
$679K
Q3 2026
Peak value
$11.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $566K |
| Q3 2025 | $830K |
| Q3 2025 | $460K |
| Q3 2025 | $1.5M |
| Q3 2025 | $860K |
| Q4 2025 | $637K |
| Q4 2025 | $834K |
| Q4 2025 | $515K |
| Q4 2025 | $1.4M |
| Q4 2025 | $756K |
| Q1 2026 | $5M |
| Q1 2026 | $622K |
| Q1 2026 | $825K |
| Q1 2026 | $1.4M |
| Q1 2026 | $781K |
| Q2 2026 | $202K |
| Q2 2026 | $9M |
| Q2 2026 | $754K |
| Q2 2026 | $1.1M |
| Q2 2026 | $210K |
| Q2 2026 | $1.5M |
| Q2 2026 | $901K |
| Q3 2026 | $226K |
| Q3 2026 | $11.7M |
| Q3 2026 | $1M |
| Q3 2026 | $215K |
| Q3 2026 | $1.4M |
| Q3 2026 | $679K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $679K | 1.8K | — | — |
| Q3 2026 | $1.4M | 16.0K | — | — |
| Q3 2026 | $215K | 307 | — | — |
| Q3 2026 | $1M | 11.0K | — | — |
| Q3 2026 | $11.7M | 196.6K | — | — |
| Q3 2026 | $226K | 2.7K | — | — |
| Q2 2026 | $901K | 2.4K | — | — |
| Q2 2026 | $1.5M | 15.7K | — | — |
| Q2 2026 | $210K | 306 | — | — |
| Q2 2026 | $1.1M | 11.3K | — | — |
| Q2 2026 | $754K | 10.6K | — | — |
| Q2 2026 | $9M | 143.0K | — | — |
| Q2 2026 | $202K | 2.4K | — | — |
| Q1 2026 | $781K | 2.4K | — | — |
| Q1 2026 | $1.4M | 16.2K | — | — |
| Q1 2026 | $825K | 8.3K | — | — |
| Q1 2026 | $622K | 9.7K | — | — |
| Q1 2026 | $5M | 79.7K | — | — |
| Q4 2025 | $756K | 2.3K | — | — |
| Q4 2025 | $1.4M | 16.3K | — | — |
| Q4 2025 | $515K | 820 | — | — |
| Q4 2025 | $834K | 8.3K | — | — |
| Q4 2025 | $637K | 10.2K | — | — |
| Q3 2025 | $860K | 2.6K | — | — |
| Q3 2025 | $1.5M | 16.4K | — | — |
| Q3 2025 | $460K | 751 | — | — |
| Q3 2025 | $830K | 8.3K | — | — |
| Q3 2025 | $566K | 9.4K | — | — |