Back to VGES
Plan Group Financial, LLC → VGES
Plan Group Financial, LLC VGES Position History
VGES
Quarters held
68
Latest value
$10.7M
Q3 2026
Peak value
$17.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.5M |
| Q3 2025 | $3M |
| Q3 2025 | $245K |
| Q3 2025 | $2.3M |
| Q3 2025 | $4.3M |
| Q3 2025 | $4.3M |
| Q3 2025 | $258K |
| Q3 2025 | $538K |
| Q3 2025 | $357K |
| Q3 2025 | $17.1M |
| Q3 2025 | $1M |
| Q3 2025 | $226K |
| Q3 2025 | $610K |
| Q3 2025 | $7.1M |
| Q4 2025 | $5.2M |
| Q4 2025 | $1.9M |
| Q4 2025 | $249K |
| Q4 2025 | $2.4M |
| Q4 2025 | $5.4M |
| Q4 2025 | $2.4M |
| Q4 2025 | $266K |
| Q4 2025 | $732K |
| Q4 2025 | $296K |
| Q4 2025 | $17.3M |
| Q4 2025 | $1M |
| Q4 2025 | $216K |
| Q4 2025 | $489K |
| Q4 2025 | $7.8M |
| Q1 2026 | $5.7M |
| Q1 2026 | $1.3M |
| Q1 2026 | $223K |
| Q1 2026 | $399K |
| Q1 2026 | $2.2M |
| Q1 2026 | $5.6M |
| Q1 2026 | $1.4M |
| Q1 2026 | $366K |
| Q1 2026 | $320K |
| Q1 2026 | $265K |
| Q1 2026 | $11.5M |
| Q1 2026 | $1M |
| Q1 2026 | $479K |
| Q1 2026 | $8M |
| Q2 2026 | $7.6M |
| Q2 2026 | $661K |
| Q2 2026 | $868K |
| Q2 2026 | $422K |
| Q2 2026 | $491K |
| Q2 2026 | $6.9M |
| Q2 2026 | $3.8M |
| Q2 2026 | $308K |
| Q2 2026 | $1M |
| Q2 2026 | $11.2M |
| Q2 2026 | $1.1M |
| Q2 2026 | $251K |
| Q2 2026 | $11M |
| Q3 2026 | $8.3M |
| Q3 2026 | $454K |
| Q3 2026 | $500K |
| Q3 2026 | $2.9M |
| Q3 2026 | $1.4M |
| Q3 2026 | $6.6M |
| Q3 2026 | $349K |
| Q3 2026 | $501K |
| Q3 2026 | $878K |
| Q3 2026 | $10.9M |
| Q3 2026 | $1.1M |
| Q3 2026 | $505K |
| Q3 2026 | $10.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.7M | 28.4K | — | — |
| Q3 2026 | $505K | 5.7K | — | — |
| Q3 2026 | $1.1M | 13.9K | — | — |
| Q3 2026 | $10.9M | 15.5K | — | — |
| Q3 2026 | $878K | 7.3K | — | — |
| Q3 2026 | $501K | 2.6K | — | — |
| Q3 2026 | $349K | 6.0K | — | — |
| Q3 2026 | $6.6M | 104.7K | — | — |
| Q3 2026 | $1.4M | 14.0K | — | — |
| Q3 2026 | $2.9M | 18.1K | — | — |
| Q3 2026 | $500K | 7.1K | — | — |
| Q3 2026 | $454K | 5.4K | — | — |
| Q3 2026 | $8.3M | 91.6K | — | — |
| Q2 2026 | $11M | 29.8K | — | — |
| Q2 2026 | $251K | 2.9K | — | — |
| Q2 2026 | $1.1M | 13.9K | — | — |
| Q2 2026 | $11.2M | 16.3K | — | — |
| Q2 2026 | $1M | 8.6K | — | — |
| Q2 2026 | $308K | 2.0K | — | — |
| Q2 2026 | $3.8M | 63.2K | — | — |
| Q2 2026 | $6.9M | 102.4K | — | — |
| Q2 2026 | $491K | 5.0K | — | — |
| Q2 2026 | $422K | 2.7K | — | — |
| Q2 2026 | $868K | 11.8K | — | — |
| Q2 2026 | $661K | 8.0K | — | — |
| Q2 2026 | $7.6M | 86.3K | — | — |
| Q1 2026 | $8M | 24.9K | — | — |
| Q1 2026 | $479K | 1.1K | — | — |
| Q1 2026 | $1M | 3.5K | — | — |
| Q1 2026 | $11.5M | 19.3K | — | — |
| Q1 2026 | $265K | 2.4K | — | — |
| Q1 2026 | $320K | 459 | — | — |
| Q1 2026 | $366K | 2.1K | — | — |
| Q1 2026 | $1.4M | 26.5K | — | — |
| Q1 2026 | $5.6M | 85.4K | — | — |
| Q1 2026 | $2.2M | 23.8K | — | — |
| Q1 2026 | $399K | 2.7K | — | — |
| Q1 2026 | $223K | 3.5K | — | — |
| Q1 2026 | $1.3M | 17.4K | — | — |
| Q1 2026 | $5.7M | 15.5K | — | — |
| Q4 2025 | $7.8M | 23.1K | — | — |
| Q4 2025 | $489K | 1.0K | — | — |
| Q4 2025 | $216K | 1.0K | — | — |
| Q4 2025 | $1M | 3.5K | — | — |
| Q4 2025 | $17.3M | 27.5K | — | — |
| Q4 2025 | $296K | 2.4K | — | — |
| Q4 2025 | $732K | 971 | — | — |
| Q4 2025 | $266K | 2.1K | — | — |
| Q4 2025 | $2.4M | 43.9K | — | — |
| Q4 2025 | $5.4M | 79.6K | — | — |
| Q4 2025 | $2.4M | 27.0K | — | — |
| Q4 2025 | $249K | 1.7K | — | — |
| Q4 2025 | $1.9M | 25.9K | — | — |
| Q4 2025 | $5.2M | 12.5K | — | — |
| Q3 2025 | $7.1M | 21.7K | — | — |
| Q3 2025 | $610K | 1.3K | — | — |
| Q3 2025 | $226K | 1.1K | — | — |
| Q3 2025 | $1M | 3.5K | — | — |
| Q3 2025 | $17.1M | 28.0K | — | — |
| Q3 2025 | $357K | 3.0K | — | — |
| Q3 2025 | $538K | 721 | — | — |
| Q3 2025 | $258K | 2.0K | — | — |
| Q3 2025 | $4.3M | 79.5K | — | — |
| Q3 2025 | $4.3M | 64.4K | — | — |
| Q3 2025 | $2.3M | 27.2K | — | — |
| Q3 2025 | $245K | 1.7K | — | — |
| Q3 2025 | $3M | 40.4K | — | — |
| Q3 2025 | $4.5M | 11.1K | — | — |