Back to VGES
Planning Strategies Inc. → VGES
Planning Strategies Inc. VGES Position History
VGES
Quarters held
68
Latest value
$848K
Q3 2026
Peak value
$29.2M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $139K |
| Q2 2026 | $56K |
| Q2 2026 | $75K |
| Q2 2026 | $790K |
| Q2 2026 | $59K |
| Q2 2026 | $62K |
| Q2 2026 | $333K |
| Q2 2026 | $87K |
| Q2 2026 | $231K |
| Q2 2026 | $14K |
| Q2 2026 | $384K |
| Q2 2026 | $325K |
| Q2 2026 | $83K |
| Q2 2026 | $733K |
| Q2 2026 | $1K |
| Q2 2026 | $1.1M |
| Q2 2026 | $4.3M |
| Q2 2026 | $16K |
| Q2 2026 | $26.3M |
| Q2 2026 | $3.6M |
| Q2 2026 | $24K |
| Q2 2026 | $8K |
| Q2 2026 | $4.4M |
| Q2 2026 | $3K |
| Q2 2026 | $10K |
| Q2 2026 | $26K |
| Q2 2026 | $1.8M |
| Q2 2026 | $5K |
| Q2 2026 | $34K |
| Q2 2026 | $1K |
| Q2 2026 | $657K |
| Q2 2026 | $1.8M |
| Q2 2026 | $834K |
| Q3 2026 | $138K |
| Q3 2026 | $3K |
| Q3 2026 | $54K |
| Q3 2026 | $71K |
| Q3 2026 | $731K |
| Q3 2026 | $80K |
| Q3 2026 | $66K |
| Q3 2026 | $328K |
| Q3 2026 | $87K |
| Q3 2026 | $233K |
| Q3 2026 | $15K |
| Q3 2026 | $440K |
| Q3 2026 | $312K |
| Q3 2026 | $87K |
| Q3 2026 | $699K |
| Q3 2026 | $1K |
| Q3 2026 | $1.1M |
| Q3 2026 | $4.2M |
| Q3 2026 | $14K |
| Q3 2026 | $29.2M |
| Q3 2026 | $3.5M |
| Q3 2026 | $23K |
| Q3 2026 | $8K |
| Q3 2026 | $4.7M |
| Q3 2026 | $131K |
| Q3 2026 | $3K |
| Q3 2026 | $10K |
| Q3 2026 | $25K |
| Q3 2026 | $1.7M |
| Q3 2026 | $5K |
| Q3 2026 | $66K |
| Q3 2026 | $3K |
| Q3 2026 | $1.2M |
| Q3 2026 | $1.9M |
| Q3 2026 | $848K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $848K | 2.3K | — | — |
| Q3 2026 | $1.9M | 6.8K | — | — |
| Q3 2026 | $1.2M | 5.8K | — | — |
| Q3 2026 | $3K | 36 | — | — |
| Q3 2026 | $66K | 286 | — | — |
| Q3 2026 | $5K | 14 | — | — |
| Q3 2026 | $1.7M | 21.8K | — | — |
| Q3 2026 | $25K | 109 | — | — |
| Q3 2026 | $10K | 107 | — | — |
| Q3 2026 | $3K | 9 | — | — |
| Q3 2026 | $131K | 672 | — | — |
| Q3 2026 | $4.7M | 6.7K | — | — |
| Q3 2026 | $8K | 176 | — | — |
| Q3 2026 | $23K | 307 | — | — |
| Q3 2026 | $3.5M | 44.2K | — | — |
| Q3 2026 | $29.2M | 226.3K | — | — |
| Q3 2026 | $14K | 128 | — | — |
| Q3 2026 | $4.2M | 54.6K | — | — |
| Q3 2026 | $1.1M | 18.4K | — | — |
| Q3 2026 | $1K | 7 | — | — |
| Q3 2026 | $699K | 3.2K | — | — |
| Q3 2026 | $87K | 696 | — | — |
| Q3 2026 | $312K | 2.4K | — | — |
| Q3 2026 | $440K | 2.6K | — | — |
| Q3 2026 | $15K | 173 | — | — |
| Q3 2026 | $233K | 3.9K | — | — |
| Q3 2026 | $87K | 1.0K | — | — |
| Q3 2026 | $328K | 2.1K | — | — |
| Q3 2026 | $66K | 934 | — | — |
| Q3 2026 | $80K | 1.1K | — | — |
| Q3 2026 | $731K | 9.6K | — | — |
| Q3 2026 | $71K | 981 | — | — |
| Q3 2026 | $54K | 548 | — | — |
| Q3 2026 | $3K | 35 | — | — |
| Q3 2026 | $138K | 1.6K | — | — |
| Q2 2026 | $834K | 2.3K | — | — |
| Q2 2026 | $1.8M | 5.9K | — | — |
| Q2 2026 | $657K | 3.0K | — | — |
| Q2 2026 | $1K | 12 | — | — |
| Q2 2026 | $34K | 138 | — | — |
| Q2 2026 | $5K | 14 | — | — |
| Q2 2026 | $1.8M | 22.0K | — | — |
| Q2 2026 | $26K | 109 | — | — |
| Q2 2026 | $10K | 107 | — | — |
| Q2 2026 | $3K | 9 | — | — |
| Q2 2026 | $4.4M | 6.4K | — | — |
| Q2 2026 | $8K | 155 | — | — |
| Q2 2026 | $24K | 307 | — | — |
| Q2 2026 | $3.6M | 44.0K | — | — |
| Q2 2026 | $26.3M | 205.5K | — | — |
| Q2 2026 | $16K | 128 | — | — |
| Q2 2026 | $4.3M | 53.9K | — | — |
| Q2 2026 | $1.1M | 19.3K | — | — |
| Q2 2026 | $1K | 7 | — | — |
| Q2 2026 | $733K | 3.2K | — | — |
| Q2 2026 | $83K | 696 | — | — |
| Q2 2026 | $325K | 2.5K | — | — |
| Q2 2026 | $384K | 2.6K | — | — |
| Q2 2026 | $14K | 158 | — | — |
| Q2 2026 | $231K | 3.9K | — | — |
| Q2 2026 | $87K | 1.0K | — | — |
| Q2 2026 | $333K | 2.1K | — | — |
| Q2 2026 | $62K | 864 | — | — |
| Q2 2026 | $59K | 799 | — | — |
| Q2 2026 | $790K | 10.1K | — | — |
| Q2 2026 | $75K | 981 | — | — |
| Q2 2026 | $56K | 548 | — | — |
| Q2 2026 | $139K | 1.6K | — | — |
Other funds holding VGES
Other Planning Strategies Inc. positions
BEN
$17.9MFRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
BEN
$16MFRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF
ETHA
$15.6MISHARES CORE DIVIDEND GROWTH ETF
ETHA
$15.5MISHARES CORE DIVIDEND GROWTH ETF
ETHA
$10.3MISHARES MSCI INTL QUALITY FACTOR ETF
ETHA
$10.1MISHARES MSCI INTL QUALITY FACTOR ETF
TALO
$6.3MT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
TALO
$5.6MT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF