Back to VGES
Outlook Wealth Advisors, LLC → VGES
Outlook Wealth Advisors, LLC VGES Position History
VGES
Quarters held
75
Latest value
$2.1M
Q3 2026
Peak value
$18.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $648K |
| Q3 2025 | $803K |
| Q3 2025 | $1.1M |
| Q3 2025 | $1.1M |
| Q3 2025 | $1.5M |
| Q3 2025 | $289K |
| Q3 2025 | $224K |
| Q3 2025 | $1.2M |
| Q3 2025 | $276K |
| Q3 2025 | $397K |
| Q3 2025 | $3.9M |
| Q3 2025 | $14.5M |
| Q3 2025 | $662K |
| Q3 2025 | $1.9M |
| Q4 2025 | $636K |
| Q4 2025 | $801K |
| Q4 2025 | $1.2M |
| Q4 2025 | $1.1M |
| Q4 2025 | $1.6M |
| Q4 2025 | $478K |
| Q4 2025 | $227K |
| Q4 2025 | $1.4M |
| Q4 2025 | $278K |
| Q4 2025 | $502K |
| Q4 2025 | $4M |
| Q4 2025 | $15M |
| Q4 2025 | $723K |
| Q4 2025 | $1.7M |
| Q1 2026 | $648K |
| Q1 2026 | $797K |
| Q1 2026 | $1.6M |
| Q1 2026 | $1.9M |
| Q1 2026 | $1.1M |
| Q1 2026 | $2M |
| Q1 2026 | $786K |
| Q1 2026 | $543K |
| Q1 2026 | $216K |
| Q1 2026 | $1.2M |
| Q1 2026 | $1.3M |
| Q1 2026 | $265K |
| Q1 2026 | $752K |
| Q1 2026 | $2.8M |
| Q1 2026 | $16.3M |
| Q1 2026 | $718K |
| Q1 2026 | $1.7M |
| Q2 2026 | $649K |
| Q2 2026 | $792K |
| Q2 2026 | $1.6M |
| Q2 2026 | $2.2M |
| Q2 2026 | $1.1M |
| Q2 2026 | $2M |
| Q2 2026 | $1.1M |
| Q2 2026 | $529K |
| Q2 2026 | $1.2M |
| Q2 2026 | $1.2M |
| Q2 2026 | $818K |
| Q2 2026 | $3.3M |
| Q2 2026 | $18.3M |
| Q2 2026 | $838K |
| Q2 2026 | $2.1M |
| Q3 2026 | $717K |
| Q3 2026 | $848K |
| Q3 2026 | $1.8M |
| Q3 2026 | $2.3M |
| Q3 2026 | $1.2M |
| Q3 2026 | $2.2M |
| Q3 2026 | $1.2M |
| Q3 2026 | $508K |
| Q3 2026 | $1.3M |
| Q3 2026 | $1.3M |
| Q3 2026 | $756K |
| Q3 2026 | $3.7M |
| Q3 2026 | $17.9M |
| Q3 2026 | $881K |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 5.7K | — | — |
| Q3 2026 | $881K | 3.1K | — | — |
| Q3 2026 | $17.9M | 82.9K | — | — |
| Q3 2026 | $3.7M | 40.6K | — | — |
| Q3 2026 | $756K | 8.4K | — | — |
| Q3 2026 | $1.3M | 16.0K | — | — |
| Q3 2026 | $1.3M | 29.1K | — | — |
| Q3 2026 | $508K | 9.0K | — | — |
| Q3 2026 | $1.2M | 9.2K | — | — |
| Q3 2026 | $2.2M | 46.1K | — | — |
| Q3 2026 | $1.2M | 23.7K | — | — |
| Q3 2026 | $2.3M | 32.8K | — | — |
| Q3 2026 | $1.8M | 23.0K | — | — |
| Q3 2026 | $848K | 11.6K | — | — |
| Q3 2026 | $717K | 11.4K | — | — |
| Q2 2026 | $2.1M | 5.6K | — | — |
| Q2 2026 | $838K | 2.8K | — | — |
| Q2 2026 | $18.3M | 84.1K | — | — |
| Q2 2026 | $3.3M | 38.8K | — | — |
| Q2 2026 | $818K | 8.5K | — | — |
| Q2 2026 | $1.2M | 14.8K | — | — |
| Q2 2026 | $1.2M | 25.9K | — | — |
| Q2 2026 | $529K | 9.0K | — | — |
| Q2 2026 | $1.1M | 9.0K | — | — |
| Q2 2026 | $2M | 41.6K | — | — |
| Q2 2026 | $1.1M | 21.7K | — | — |
| Q2 2026 | $2.2M | 30.5K | — | — |
| Q2 2026 | $1.6M | 20.9K | — | — |
| Q2 2026 | $792K | 10.3K | — | — |
| Q2 2026 | $649K | 9.4K | — | — |
| Q1 2026 | $1.7M | 5.2K | — | — |
| Q1 2026 | $718K | 2.7K | — | — |
| Q1 2026 | $16.3M | 83.3K | — | — |
| Q1 2026 | $2.8M | 6.4K | — | — |
| Q1 2026 | $752K | 8.6K | — | — |
| Q1 2026 | $265K | 444 | — | — |
| Q1 2026 | $1.3M | 15.6K | — | — |
| Q1 2026 | $1.2M | 26.1K | — | — |
| Q1 2026 | $216K | 733 | — | — |
| Q1 2026 | $543K | 9.2K | — | — |
| Q1 2026 | $786K | 1.1K | — | — |
| Q1 2026 | $2M | 41.9K | — | — |
| Q1 2026 | $1.1M | 21.8K | — | — |
| Q1 2026 | $1.9M | 30.4K | — | — |
| Q1 2026 | $1.6M | 20.9K | — | — |
| Q1 2026 | $797K | 10.3K | — | — |
| Q1 2026 | $648K | 9.4K | — | — |
| Q4 2025 | $1.7M | 5.2K | — | — |
| Q4 2025 | $723K | 2.8K | — | — |
| Q4 2025 | $15M | 78.5K | — | — |
| Q4 2025 | $4M | 8.1K | — | — |
| Q4 2025 | $502K | 5.7K | — | — |
| Q4 2025 | $278K | 444 | — | — |
| Q4 2025 | $1.4M | 16.4K | — | — |
| Q4 2025 | $227K | 733 | — | — |
| Q4 2025 | $478K | 8.0K | — | — |
| Q4 2025 | $1.6M | 2.2K | — | — |
| Q4 2025 | $1.1M | 22.0K | — | — |
| Q4 2025 | $1.2M | 19.2K | — | — |
| Q4 2025 | $801K | 10.3K | — | — |
| Q4 2025 | $636K | 9.1K | — | — |
| Q3 2025 | $1.9M | 5.7K | — | — |
| Q3 2025 | $662K | 2.6K | — | — |
| Q3 2025 | $14.5M | 77.7K | — | — |
| Q3 2025 | $3.9M | 8.2K | — | — |
| Q3 2025 | $397K | 4.3K | — | — |
| Q3 2025 | $276K | 451 | — | — |
| Q3 2025 | $1.2M | 14.7K | — | — |
| Q3 2025 | $224K | 741 | — | — |
| Q3 2025 | $289K | 4.8K | — | — |
| Q3 2025 | $1.5M | 2.0K | — | — |
| Q3 2025 | $1.1M | 22.0K | — | — |
| Q3 2025 | $1.1M | 19.2K | — | — |
| Q3 2025 | $803K | 10.3K | — | — |
| Q3 2025 | $648K | 9.1K | — | — |