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Philip James Wealth Mangement, LLC → VGES
Philip James Wealth Mangement, LLC VGES Position History
VGES
Quarters held
14
Latest value
$11.4M
Q3 2026
Peak value
$15.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $213K |
| Q4 2025 | $8.3M |
| Q4 2025 | $590K |
| Q4 2025 | $260K |
| Q4 2025 | $230K |
| Q4 2025 | $15.5M |
| Q1 2026 | $5.3M |
| Q1 2026 | $562K |
| Q1 2026 | $10.3M |
| Q2 2026 | $5.9M |
| Q2 2026 | $646K |
| Q2 2026 | $11.5M |
| Q3 2026 | $5.9M |
| Q3 2026 | $11.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.4M | 30.4K | — | — |
| Q3 2026 | $5.9M | 45.7K | — | — |
| Q2 2026 | $11.5M | 31.1K | — | — |
| Q2 2026 | $646K | 940 | — | — |
| Q2 2026 | $5.9M | 46.5K | — | — |
| Q1 2026 | $10.3M | 32.2K | — | — |
| Q1 2026 | $562K | 940 | — | — |
| Q1 2026 | $5.3M | 48.6K | — | — |
| Q4 2025 | $15.5M | 46.2K | — | — |
| Q4 2025 | $230K | 1.2K | — | — |
| Q4 2025 | $260K | 533 | — | — |
| Q4 2025 | $590K | 940 | — | — |
| Q4 2025 | $8.3M | 68.1K | — | — |
| Q4 2025 | $213K | 283 | — | — |