Back to VGES
Planned Solutions, Inc. → VGES
Planned Solutions, Inc. VGES Position History
VGES
Quarters held
42
Latest value
$407K
Q3 2026
Peak value
$6.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.8M |
| Q3 2025 | $688K |
| Q3 2025 | $5.2M |
| Q3 2025 | $321K |
| Q3 2025 | $264K |
| Q3 2025 | $233K |
| Q3 2025 | $647K |
| Q3 2025 | $670K |
| Q4 2025 | $5M |
| Q4 2025 | $708K |
| Q4 2025 | $4.9M |
| Q4 2025 | $330K |
| Q4 2025 | $267K |
| Q4 2025 | $221K |
| Q4 2025 | $682K |
| Q4 2025 | $695K |
| Q1 2026 | $5.3M |
| Q1 2026 | $465K |
| Q1 2026 | $4.9M |
| Q1 2026 | $337K |
| Q1 2026 | $242K |
| Q1 2026 | $204K |
| Q1 2026 | $600K |
| Q1 2026 | $705K |
| Q2 2026 | $6.1M |
| Q2 2026 | $718K |
| Q2 2026 | $2.8M |
| Q2 2026 | $376K |
| Q2 2026 | $347K |
| Q2 2026 | $243K |
| Q2 2026 | $560K |
| Q2 2026 | $783K |
| Q2 2026 | $402K |
| Q3 2026 | $5.3M |
| Q3 2026 | $864K |
| Q3 2026 | $2.8M |
| Q3 2026 | $373K |
| Q3 2026 | $365K |
| Q3 2026 | $232K |
| Q3 2026 | $586K |
| Q3 2026 | $773K |
| Q3 2026 | $407K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $407K | 1.1K | — | — |
| Q3 2026 | $773K | 3.6K | — | — |
| Q3 2026 | $586K | 6.5K | — | — |
| Q3 2026 | $232K | 793 | — | — |
| Q3 2026 | $365K | 2.9K | — | — |
| Q3 2026 | $373K | 4.5K | — | — |
| Q3 2026 | $2.8M | 36.4K | — | — |
| Q3 2026 | $864K | 12.2K | — | — |
| Q3 2026 | $5.3M | 72.1K | — | — |
| Q2 2026 | $402K | 1.1K | — | — |
| Q2 2026 | $783K | 3.6K | — | — |
| Q2 2026 | $560K | 6.5K | — | — |
| Q2 2026 | $243K | 793 | — | — |
| Q2 2026 | $347K | 2.9K | — | — |
| Q2 2026 | $376K | 4.5K | — | — |
| Q2 2026 | $2.8M | 36.7K | — | — |
| Q2 2026 | $718K | 10.1K | — | — |
| Q2 2026 | $6.1M | 79.6K | — | — |
| Q1 2026 | $705K | 3.6K | — | — |
| Q1 2026 | $600K | 1.4K | — | — |
| Q1 2026 | $204K | 793 | — | — |
| Q1 2026 | $242K | 347 | — | — |
| Q1 2026 | $337K | 4.5K | — | — |
| Q1 2026 | $4.9M | 64.9K | — | — |
| Q1 2026 | $465K | 7.3K | — | — |
| Q1 2026 | $5.3M | 68.3K | — | — |
| Q4 2025 | $695K | 3.6K | — | — |
| Q4 2025 | $682K | 1.4K | — | — |
| Q4 2025 | $221K | 793 | — | — |
| Q4 2025 | $267K | 354 | — | — |
| Q4 2025 | $330K | 4.5K | — | — |
| Q4 2025 | $4.9M | 65.5K | — | — |
| Q4 2025 | $708K | 11.3K | — | — |
| Q4 2025 | $5M | 63.8K | — | — |
| Q3 2025 | $670K | 3.6K | — | — |
| Q3 2025 | $647K | 1.3K | — | — |
| Q3 2025 | $233K | 793 | — | — |
| Q3 2025 | $264K | 354 | — | — |
| Q3 2025 | $321K | 4.5K | — | — |
| Q3 2025 | $5.2M | 69.0K | — | — |
| Q3 2025 | $688K | 11.5K | — | — |
| Q3 2025 | $4.8M | 61.9K | — | — |
Other funds holding VGES
Other Planned Solutions, Inc. positions
ETHA
$39.2MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$36.3MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$32.5MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
ETHA
$32.2MISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
SCHW-PJ
$32.2MSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
HODL
$30.2MVANECK MORNINGSTAR WIDE MOAT ETF
SCHW-PJ
$30.2MSCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
HODL
$30MVANECK MORNINGSTAR WIDE MOAT ETF