Back to VGES
Principia Wealth Advisory, LLC → VGES
Principia Wealth Advisory, LLC VGES Position History
VGES
Quarters held
74
Latest value
$61K
Q2 2026
Peak value
$12.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $260K |
| Q3 2025 | $96K |
| Q3 2025 | $720K |
| Q3 2025 | $6M |
| Q3 2025 | $367K |
| Q3 2025 | $1K |
| Q3 2025 | $429K |
| Q3 2025 | $286K |
| Q3 2025 | $5.8M |
| Q3 2025 | $5.2M |
| Q3 2025 | $887K |
| Q3 2025 | $155K |
| Q3 2025 | $733K |
| Q3 2025 | $3.1M |
| Q3 2025 | $4K |
| Q3 2025 | $1.4M |
| Q3 2025 | $51K |
| Q3 2025 | $451K |
| Q4 2025 | $251K |
| Q4 2025 | $96K |
| Q4 2025 | $811K |
| Q4 2025 | $9.6M |
| Q4 2025 | $404K |
| Q4 2025 | $436K |
| Q4 2025 | $302K |
| Q4 2025 | $5.3M |
| Q4 2025 | $6M |
| Q4 2025 | $783K |
| Q4 2025 | $161K |
| Q4 2025 | $737K |
| Q4 2025 | $5.4M |
| Q4 2025 | $4K |
| Q4 2025 | $1.1M |
| Q4 2025 | $52K |
| Q4 2025 | $465K |
| Q1 2026 | $1K |
| Q1 2026 | $88K |
| Q1 2026 | $902K |
| Q1 2026 | $12.7M |
| Q1 2026 | $399K |
| Q1 2026 | $5K |
| Q1 2026 | $434K |
| Q1 2026 | $480K |
| Q1 2026 | $99K |
| Q1 2026 | $4.5M |
| Q1 2026 | $6.5M |
| Q1 2026 | $1M |
| Q1 2026 | $74K |
| Q1 2026 | $705K |
| Q1 2026 | $7.7M |
| Q1 2026 | $4K |
| Q1 2026 | $594K |
| Q1 2026 | $50K |
| Q1 2026 | $153K |
| Q2 2026 | $1K |
| Q2 2026 | $57K |
| Q2 2026 | $870K |
| Q2 2026 | $11.5M |
| Q2 2026 | $416K |
| Q2 2026 | $67 |
| Q2 2026 | $454K |
| Q2 2026 | $504K |
| Q2 2026 | $112K |
| Q2 2026 | $4M |
| Q2 2026 | $7.3M |
| Q2 2026 | $1.2M |
| Q2 2026 | $47K |
| Q2 2026 | $5K |
| Q2 2026 | $682K |
| Q2 2026 | $6.1M |
| Q2 2026 | $4K |
| Q2 2026 | $591K |
| Q2 2026 | $57K |
| Q2 2026 | $61K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $61K | 165 | — | — |
| Q2 2026 | $57K | 166 | — | — |
| Q2 2026 | $591K | 2.4K | — | — |
| Q2 2026 | $4K | 6 | — | — |
| Q2 2026 | $6.1M | 73.5K | — | — |
| Q2 2026 | $682K | 11.7K | — | — |
| Q2 2026 | $5K | 44 | — | — |
| Q2 2026 | $47K | 310 | — | — |
| Q2 2026 | $1.2M | 13.0K | — | — |
| Q2 2026 | $7.3M | 122.5K | — | — |
| Q2 2026 | $4M | 47.8K | — | — |
| Q2 2026 | $112K | 716 | — | — |
| Q2 2026 | $504K | 10.0K | — | — |
| Q2 2026 | $454K | 5.8K | — | — |
| Q2 2026 | $67 | 1 | — | — |
| Q2 2026 | $416K | 2.6K | — | — |
| Q2 2026 | $11.5M | 162.1K | — | — |
| Q2 2026 | $870K | 11.2K | — | — |
| Q2 2026 | $57K | 415 | — | — |
| Q2 2026 | $1K | 13 | — | — |
| Q1 2026 | $153K | 478 | — | — |
| Q1 2026 | $50K | 166 | — | — |
| Q1 2026 | $594K | 2.7K | — | — |
| Q1 2026 | $4K | 6 | — | — |
| Q1 2026 | $7.7M | 92.5K | — | — |
| Q1 2026 | $705K | 12.0K | — | — |
| Q1 2026 | $74K | 426 | — | — |
| Q1 2026 | $1M | 12.4K | — | — |
| Q1 2026 | $6.5M | 120.4K | — | — |
| Q1 2026 | $4.5M | 60.1K | — | — |
| Q1 2026 | $99K | 716 | — | — |
| Q1 2026 | $480K | 9.6K | — | — |
| Q1 2026 | $434K | 5.6K | — | — |
| Q1 2026 | $5K | 75 | — | — |
| Q1 2026 | $399K | 2.7K | — | — |
| Q1 2026 | $12.7M | 198.4K | — | — |
| Q1 2026 | $902K | 11.5K | — | — |
| Q1 2026 | $88K | 762 | — | — |
| Q1 2026 | $1K | 13 | — | — |
| Q4 2025 | $465K | 1.4K | — | — |
| Q4 2025 | $52K | 166 | — | — |
| Q4 2025 | $1.1M | 5.0K | — | — |
| Q4 2025 | $4K | 6 | — | — |
| Q4 2025 | $5.4M | 63.9K | — | — |
| Q4 2025 | $737K | 12.5K | — | — |
| Q4 2025 | $161K | 214 | — | — |
| Q4 2025 | $783K | 9.4K | — | — |
| Q4 2025 | $6M | 110.8K | — | — |
| Q4 2025 | $5.3M | 72.2K | — | — |
| Q4 2025 | $302K | 6.1K | — | — |
| Q4 2025 | $436K | 5.6K | — | — |
| Q4 2025 | $404K | 2.8K | — | — |
| Q4 2025 | $9.6M | 154.0K | — | — |
| Q4 2025 | $811K | 10.3K | — | — |
| Q4 2025 | $96K | 941 | — | — |
| Q4 2025 | $251K | 2.3K | — | — |
| Q3 2025 | $451K | 1.4K | — | — |
| Q3 2025 | $51K | 166 | — | — |
| Q3 2025 | $1.4M | 6.5K | — | — |
| Q3 2025 | $4K | 6 | — | — |
| Q3 2025 | $3.1M | 36.8K | — | — |
| Q3 2025 | $733K | 12.5K | — | — |
| Q3 2025 | $155K | 208 | — | — |
| Q3 2025 | $887K | 11.1K | — | — |
| Q3 2025 | $5.2M | 96.0K | — | — |
| Q3 2025 | $5.8M | 81.1K | — | — |
| Q3 2025 | $286K | 5.7K | — | — |
| Q3 2025 | $429K | 5.5K | — | — |
| Q3 2025 | $1K | 18 | — | — |
| Q3 2025 | $367K | 2.6K | — | — |
| Q3 2025 | $6M | 100.6K | — | — |
| Q3 2025 | $720K | 9.1K | — | — |
| Q3 2025 | $96K | 941 | — | — |
| Q3 2025 | $260K | 2.4K | — | — |
Other funds holding VGES
Other Principia Wealth Advisory, LLC positions
ETHA
$24MINVESCO NASDAQ 100 ETF
ETHA
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ETHA
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LEO
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ETHA
$13.8MINVESCO NASDAQ 100 ETF
LEO
$12.5MBNY MELLON US LARGE CAP CORE EQUITY ETF
STT-PG
$12MSTATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF
QQQ
$12MINVESCO QQQ TRUST SERIES I