Back to VGES
Retirement Planning Group, LLC → VGES
Retirement Planning Group, LLC VGES Position History
VGES
Quarters held
220
Latest value
$11.8M
Q3 2026
Peak value
$362.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.4M |
| Q3 2025 | $320K |
| Q3 2025 | $301K |
| Q3 2025 | $1.9M |
| Q3 2025 | $242K |
| Q3 2025 | $544K |
| Q3 2025 | $9.1M |
| Q3 2025 | $1.5M |
| Q3 2025 | $8.8M |
| Q3 2025 | $9.2M |
| Q3 2025 | $203K |
| Q3 2025 | $2M |
| Q3 2025 | $605K |
| Q3 2025 | $571K |
| Q3 2025 | $454K |
| Q3 2025 | $543K |
| Q3 2025 | $4.2M |
| Q3 2025 | $642K |
| Q3 2025 | $647K |
| Q3 2025 | $2.6M |
| Q3 2025 | $359K |
| Q3 2025 | $1M |
| Q3 2025 | $683K |
| Q3 2025 | $7.3M |
| Q3 2025 | $422K |
| Q3 2025 | $1.8M |
| Q3 2025 | $1.2M |
| Q3 2025 | $67.3M |
| Q3 2025 | $1.9M |
| Q3 2025 | $577K |
| Q3 2025 | $248K |
| Q3 2025 | $1M |
| Q3 2025 | $867K |
| Q3 2025 | $306.3M |
| Q3 2025 | $300K |
| Q3 2025 | $3.6M |
| Q3 2025 | $1.1M |
| Q3 2025 | $5.7M |
| Q3 2025 | $6.7M |
| Q3 2025 | $40.2M |
| Q3 2025 | $26.1M |
| Q3 2025 | $3.1M |
| Q3 2025 | $10.1M |
| Q4 2025 | $2.4M |
| Q4 2025 | $327K |
| Q4 2025 | $324K |
| Q4 2025 | $2.1M |
| Q4 2025 | $241K |
| Q4 2025 | $457K |
| Q4 2025 | $6.2M |
| Q4 2025 | $1.4M |
| Q4 2025 | $7.9M |
| Q4 2025 | $8M |
| Q4 2025 | $203K |
| Q4 2025 | $204K |
| Q4 2025 | $2M |
| Q4 2025 | $609K |
| Q4 2025 | $542K |
| Q4 2025 | $458K |
| Q4 2025 | $564K |
| Q4 2025 | $3.6M |
| Q4 2025 | $681K |
| Q4 2025 | $4.5M |
| Q4 2025 | $2.6M |
| Q4 2025 | $378K |
| Q4 2025 | $1.1M |
| Q4 2025 | $4.7M |
| Q4 2025 | $11.7M |
| Q4 2025 | $408K |
| Q4 2025 | $1.9M |
| Q4 2025 | $5.3M |
| Q4 2025 | $70.6M |
| Q4 2025 | $2M |
| Q4 2025 | $590K |
| Q4 2025 | $328K |
| Q4 2025 | $1M |
| Q4 2025 | $705K |
| Q4 2025 | $325.3M |
| Q4 2025 | $316K |
| Q4 2025 | $3M |
| Q4 2025 | $989K |
| Q4 2025 | $5.4M |
| Q4 2025 | $6.9M |
| Q4 2025 | $36.1M |
| Q4 2025 | $21.9M |
| Q4 2025 | $2.5M |
| Q4 2025 | $10.3M |
| Q1 2026 | $2.6M |
| Q1 2026 | $310K |
| Q1 2026 | $283K |
| Q1 2026 | $1.9M |
| Q1 2026 | $240K |
| Q1 2026 | $6.3M |
| Q1 2026 | $1.1M |
| Q1 2026 | $6.8M |
| Q1 2026 | $8.1M |
| Q1 2026 | $1.6M |
| Q1 2026 | $681K |
| Q1 2026 | $502K |
| Q1 2026 | $749K |
| Q1 2026 | $849K |
| Q1 2026 | $3.3M |
| Q1 2026 | $688K |
| Q1 2026 | $4.6M |
| Q1 2026 | $2.9M |
| Q1 2026 | $510K |
| Q1 2026 | $823K |
| Q1 2026 | $753K |
| Q1 2026 | $11.2M |
| Q1 2026 | $723K |
| Q1 2026 | $2.1M |
| Q1 2026 | $5.3M |
| Q1 2026 | $57.3M |
| Q1 2026 | $2.3M |
| Q1 2026 | $564K |
| Q1 2026 | $243K |
| Q1 2026 | $320K |
| Q1 2026 | $1M |
| Q1 2026 | $884K |
| Q1 2026 | $292M |
| Q1 2026 | $363K |
| Q1 2026 | $2.8M |
| Q1 2026 | $1.4M |
| Q1 2026 | $5.9M |
| Q1 2026 | $2.2M |
| Q1 2026 | $6.4M |
| Q1 2026 | $31.7M |
| Q1 2026 | $23.7M |
| Q1 2026 | $3.3M |
| Q1 2026 | $9.9M |
| Q2 2026 | $2.6M |
| Q2 2026 | $365K |
| Q2 2026 | $316K |
| Q2 2026 | $24.5M |
| Q2 2026 | $2.3M |
| Q2 2026 | $241K |
| Q2 2026 | $11.8M |
| Q2 2026 | $1.1M |
| Q2 2026 | $6.2M |
| Q2 2026 | $9.6M |
| Q2 2026 | $2.1M |
| Q2 2026 | $1M |
| Q2 2026 | $405K |
| Q2 2026 | $476K |
| Q2 2026 | $908K |
| Q2 2026 | $919K |
| Q2 2026 | $4M |
| Q2 2026 | $699K |
| Q2 2026 | $542K |
| Q2 2026 | $6.5M |
| Q2 2026 | $3.6M |
| Q2 2026 | $14.3M |
| Q2 2026 | $948K |
| Q2 2026 | $9.3M |
| Q2 2026 | $4.3M |
| Q2 2026 | $5.3M |
| Q2 2026 | $1.1M |
| Q2 2026 | $45.2M |
| Q2 2026 | $3M |
| Q2 2026 | $647K |
| Q2 2026 | $7.9M |
| Q2 2026 | $944K |
| Q2 2026 | $1M |
| Q2 2026 | $604K |
| Q2 2026 | $348.6M |
| Q2 2026 | $506K |
| Q2 2026 | $2.7M |
| Q2 2026 | $22.2M |
| Q2 2026 | $6.4M |
| Q2 2026 | $2.4M |
| Q2 2026 | $6.8M |
| Q2 2026 | $70.4M |
| Q2 2026 | $26.6M |
| Q2 2026 | $3.9M |
| Q2 2026 | $11.4M |
| Q3 2026 | $2.2M |
| Q3 2026 | $374K |
| Q3 2026 | $351K |
| Q3 2026 | $23.5M |
| Q3 2026 | $2.3M |
| Q3 2026 | $234K |
| Q3 2026 | $12M |
| Q3 2026 | $944K |
| Q3 2026 | $5.6M |
| Q3 2026 | $9.8M |
| Q3 2026 | $3.4M |
| Q3 2026 | $989K |
| Q3 2026 | $499K |
| Q3 2026 | $478K |
| Q3 2026 | $1M |
| Q3 2026 | $910K |
| Q3 2026 | $4M |
| Q3 2026 | $826K |
| Q3 2026 | $607K |
| Q3 2026 | $2.9M |
| Q3 2026 | $4.5M |
| Q3 2026 | $14.2M |
| Q3 2026 | $4.1M |
| Q3 2026 | $14.3M |
| Q3 2026 | $4M |
| Q3 2026 | $1.4M |
| Q3 2026 | $1.4M |
| Q3 2026 | $37.5M |
| Q3 2026 | $3M |
| Q3 2026 | $657K |
| Q3 2026 | $7.4M |
| Q3 2026 | $1M |
| Q3 2026 | $957K |
| Q3 2026 | $535K |
| Q3 2026 | $362.3M |
| Q3 2026 | $515K |
| Q3 2026 | $2.6M |
| Q3 2026 | $20.8M |
| Q3 2026 | $6M |
| Q3 2026 | $2.6M |
| Q3 2026 | $5.4M |
| Q3 2026 | $73.4M |
| Q3 2026 | $27M |
| Q3 2026 | $3.6M |
| Q3 2026 | $11.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.8M | 31.6K | — | — |
| Q3 2026 | $3.6M | 12.8K | — | — |
| Q3 2026 | $27M | 125.0K | — | — |
| Q3 2026 | $73.4M | 814.4K | — | — |
| Q3 2026 | $5.4M | 23.4K | — | — |
| Q3 2026 | $2.6M | 7.4K | — | — |
| Q3 2026 | $6M | 77.1K | — | — |
| Q3 2026 | $20.8M | 89.9K | — | — |
| Q3 2026 | $2.6M | 29.2K | — | — |
| Q3 2026 | $515K | 2.6K | — | — |
| Q3 2026 | $362.3M | 516.9K | — | — |
| Q3 2026 | $535K | 11.3K | — | — |
| Q3 2026 | $957K | 10.0K | — | — |
| Q3 2026 | $1M | 14.2K | — | — |
| Q3 2026 | $7.4M | 108.3K | — | — |
| Q3 2026 | $657K | 1.9K | — | — |
| Q3 2026 | $3M | 23.0K | — | — |
| Q3 2026 | $37.5M | 652.0K | — | — |
| Q3 2026 | $1.4M | 7.1K | — | — |
| Q3 2026 | $1.4M | 8.1K | — | — |
| Q3 2026 | $4M | 18.5K | — | — |
| Q3 2026 | $14.3M | 113.8K | — | — |
| Q3 2026 | $4.1M | 12.8K | — | — |
| Q3 2026 | $14.2M | 109.0K | — | — |
| Q3 2026 | $4.5M | 25.9K | — | — |
| Q3 2026 | $2.9M | 13.3K | — | — |
| Q3 2026 | $607K | 1.7K | — | — |
| Q3 2026 | $826K | 9.5K | — | — |
| Q3 2026 | $4M | 67.6K | — | — |
| Q3 2026 | $910K | 11.0K | — | — |
| Q3 2026 | $1M | 6.5K | — | — |
| Q3 2026 | $478K | 9.6K | — | — |
| Q3 2026 | $499K | 5.3K | — | — |
| Q3 2026 | $989K | 20.1K | — | — |
| Q3 2026 | $3.4M | 46.3K | — | — |
| Q3 2026 | $9.8M | 138.2K | — | — |
| Q3 2026 | $5.6M | 80.2K | — | — |
| Q3 2026 | $944K | 12.3K | — | — |
| Q3 2026 | $12M | 164.5K | — | — |
| Q3 2026 | $234K | 2.4K | — | — |
| Q3 2026 | $2.3M | 27.5K | — | — |
| Q3 2026 | $23.5M | 146.1K | — | — |
| Q3 2026 | $351K | 3.8K | — | — |
| Q3 2026 | $374K | 2.8K | — | — |
| Q3 2026 | $2.2M | 26.3K | — | — |
| Q2 2026 | $11.4M | 30.7K | — | — |
| Q2 2026 | $3.9M | 13.0K | — | — |
| Q2 2026 | $26.6M | 122.3K | — | — |
| Q2 2026 | $70.4M | 817.7K | — | — |
| Q2 2026 | $6.8M | 27.5K | — | — |
| Q2 2026 | $2.4M | 7.0K | — | — |
| Q2 2026 | $6.4M | 79.6K | — | — |
| Q2 2026 | $22.2M | 91.5K | — | — |
| Q2 2026 | $2.7M | 28.2K | — | — |
| Q2 2026 | $506K | 2.6K | — | — |
| Q2 2026 | $348.6M | 507.5K | — | — |
| Q2 2026 | $604K | 11.9K | — | — |
| Q2 2026 | $1M | 10.1K | — | — |
| Q2 2026 | $944K | 12.4K | — | — |
| Q2 2026 | $7.9M | 104.5K | — | — |
| Q2 2026 | $647K | 1.9K | — | — |
| Q2 2026 | $3M | 23.1K | — | — |
| Q2 2026 | $45.2M | 776.2K | — | — |
| Q2 2026 | $1.1M | 5.9K | — | — |
| Q2 2026 | $5.3M | 27.0K | — | — |
| Q2 2026 | $4.3M | 18.6K | — | — |
| Q2 2026 | $9.3M | 78.0K | — | — |
| Q2 2026 | $948K | 2.6K | — | — |
| Q2 2026 | $14.3M | 108.5K | — | — |
| Q2 2026 | $3.6M | 24.0K | — | — |
| Q2 2026 | $6.5M | 28.7K | — | — |
| Q2 2026 | $542K | 1.4K | — | — |
| Q2 2026 | $699K | 7.9K | — | — |
| Q2 2026 | $4M | 66.5K | — | — |
| Q2 2026 | $919K | 11.0K | — | — |
| Q2 2026 | $908K | 5.8K | — | — |
| Q2 2026 | $476K | 9.6K | — | — |
| Q2 2026 | $405K | 4.0K | — | — |
| Q2 2026 | $1M | 20.1K | — | — |
| Q2 2026 | $2.1M | 27.7K | — | — |
| Q2 2026 | $9.6M | 134.3K | — | — |
| Q2 2026 | $6.2M | 84.4K | — | — |
| Q2 2026 | $1.1M | 13.7K | — | — |
| Q2 2026 | $11.8M | 153.3K | — | — |
| Q2 2026 | $241K | 2.4K | — | — |
| Q2 2026 | $2.3M | 27.3K | — | — |
| Q2 2026 | $24.5M | 150.0K | — | — |
| Q2 2026 | $316K | 3.6K | — | — |
| Q2 2026 | $365K | 2.8K | — | — |
| Q2 2026 | $2.6M | 30.2K | — | — |
| Q1 2026 | $9.9M | 30.9K | — | — |
| Q1 2026 | $3.3M | 12.4K | — | — |
| Q1 2026 | $23.7M | 121.0K | — | — |
| Q1 2026 | $31.7M | 72.5K | — | — |
| Q1 2026 | $6.4M | 31.3K | — | — |
| Q1 2026 | $2.2M | 7.4K | — | — |
| Q1 2026 | $5.9M | 20.4K | — | — |
| Q1 2026 | $1.4M | 6.6K | — | — |
| Q1 2026 | $2.8M | 31.8K | — | — |
| Q1 2026 | $363K | 2.0K | — | — |
| Q1 2026 | $292M | 488.7K | — | — |
| Q1 2026 | $884K | 17.7K | — | — |
| Q1 2026 | $1M | 10.1K | — | — |
| Q1 2026 | $320K | 4.3K | — | — |
| Q1 2026 | $243K | 5.2K | — | — |
| Q1 2026 | $564K | 1.9K | — | — |
| Q1 2026 | $2.3M | 20.7K | — | — |
| Q1 2026 | $57.3M | 979.1K | — | — |
| Q1 2026 | $5.3M | 29.4K | — | — |
| Q1 2026 | $2.1M | 10.4K | — | — |
| Q1 2026 | $723K | 3.2K | — | — |
| Q1 2026 | $11.2M | 16.1K | — | — |
| Q1 2026 | $753K | 2.4K | — | — |
| Q1 2026 | $823K | 6.8K | — | — |
| Q1 2026 | $510K | 2.9K | — | — |
| Q1 2026 | $2.9M | 13.0K | — | — |
| Q1 2026 | $4.6M | 12.7K | — | — |
| Q1 2026 | $688K | 8.3K | — | — |
| Q1 2026 | $3.3M | 61.5K | — | — |
| Q1 2026 | $849K | 11.3K | — | — |
| Q1 2026 | $749K | 5.4K | — | — |
| Q1 2026 | $502K | 10.1K | — | — |
| Q1 2026 | $681K | 6.9K | — | — |
| Q1 2026 | $1.6M | 31.2K | — | — |
| Q1 2026 | $8.1M | 125.7K | — | — |
| Q1 2026 | $6.8M | 92.8K | — | — |
| Q1 2026 | $1.1M | 13.6K | — | — |
| Q1 2026 | $6.3M | 81.6K | — | — |
| Q1 2026 | $240K | 2.4K | — | — |
| Q1 2026 | $1.9M | 4.7K | — | — |
| Q1 2026 | $283K | 770 | — | — |
| Q1 2026 | $310K | 2.8K | — | — |
| Q1 2026 | $2.6M | 33.3K | — | — |
| Q4 2025 | $10.3M | 30.7K | — | — |
| Q4 2025 | $2.5M | 9.8K | — | — |
| Q4 2025 | $21.9M | 114.8K | — | — |
| Q4 2025 | $36.1M | 74.0K | — | — |
| Q4 2025 | $6.9M | 33.2K | — | — |
| Q4 2025 | $5.4M | 18.7K | — | — |
| Q4 2025 | $989K | 4.7K | — | — |
| Q4 2025 | $3M | 33.7K | — | — |
| Q4 2025 | $316K | 1.8K | — | — |
| Q4 2025 | $325.3M | 518.7K | — | — |
| Q4 2025 | $705K | 14.0K | — | — |
| Q4 2025 | $1M | 10.2K | — | — |
| Q4 2025 | $328K | 4.3K | — | — |
| Q4 2025 | $590K | 1.9K | — | — |
| Q4 2025 | $2M | 16.0K | — | — |
| Q4 2025 | $70.6M | 1.20M | — | — |
| Q4 2025 | $5.3M | 27.5K | — | — |
| Q4 2025 | $1.9M | 10.5K | — | — |
| Q4 2025 | $408K | 2.0K | — | — |
| Q4 2025 | $11.7M | 15.6K | — | — |
| Q4 2025 | $4.7M | 15.7K | — | — |
| Q4 2025 | $1.1M | 8.3K | — | — |
| Q4 2025 | $378K | 3.0K | — | — |
| Q4 2025 | $2.6M | 12.3K | — | — |
| Q4 2025 | $4.5M | 11.4K | — | — |
| Q4 2025 | $681K | 8.2K | — | — |
| Q4 2025 | $3.6M | 66.8K | — | — |
| Q4 2025 | $564K | 7.7K | — | — |
| Q4 2025 | $458K | 3.2K | — | — |
| Q4 2025 | $542K | 10.9K | — | — |
| Q4 2025 | $609K | 6.1K | — | — |
| Q4 2025 | $2M | 39.6K | — | — |
| Q4 2025 | $204K | 3.0K | — | — |
| Q4 2025 | $203K | 1.4K | — | — |
| Q4 2025 | $8M | 128.7K | — | — |
| Q4 2025 | $7.9M | 106.6K | — | — |
| Q4 2025 | $1.4M | 17.7K | — | — |
| Q4 2025 | $6.2M | 79.6K | — | — |
| Q4 2025 | $457K | 6.6K | — | — |
| Q4 2025 | $241K | 2.4K | — | — |
| Q4 2025 | $2.1M | 4.6K | — | — |
| Q4 2025 | $324K | 786 | — | — |
| Q4 2025 | $327K | 2.7K | — | — |
| Q4 2025 | $2.4M | 31.7K | — | — |
| Q3 2025 | $10.1M | 30.9K | — | — |
| Q3 2025 | $3.1M | 12.2K | — | — |
| Q3 2025 | $26.1M | 140.1K | — | — |
| Q3 2025 | $40.2M | 83.8K | — | — |
| Q3 2025 | $6.7M | 31.9K | — | — |
| Q3 2025 | $5.7M | 19.5K | — | — |
| Q3 2025 | $1.1M | 5.3K | — | — |
| Q3 2025 | $3.6M | 39.5K | — | — |
| Q3 2025 | $300K | 1.7K | — | — |
| Q3 2025 | $306.3M | 500.2K | — | — |
| Q3 2025 | $867K | 17.3K | — | — |
| Q3 2025 | $1M | 10.2K | — | — |
| Q3 2025 | $248K | 3.3K | — | — |
| Q3 2025 | $577K | 1.9K | — | — |
| Q3 2025 | $1.9M | 16.0K | — | — |
| Q3 2025 | $67.3M | 1.14M | — | — |
| Q3 2025 | $1.2M | 6.4K | — | — |
| Q3 2025 | $1.8M | 9.7K | — | — |
| Q3 2025 | $422K | 2.1K | — | — |
| Q3 2025 | $7.3M | 9.8K | — | — |
| Q3 2025 | $683K | 2.3K | — | — |
| Q3 2025 | $1M | 7.6K | — | — |
| Q3 2025 | $359K | 2.9K | — | — |
| Q3 2025 | $2.6M | 12.3K | — | — |
| Q3 2025 | $647K | 1.6K | — | — |
| Q3 2025 | $642K | 8.0K | — | — |
| Q3 2025 | $4.2M | 77.2K | — | — |
| Q3 2025 | $543K | 7.6K | — | — |
| Q3 2025 | $454K | 3.3K | — | — |
| Q3 2025 | $571K | 11.4K | — | — |
| Q3 2025 | $605K | 6.1K | — | — |
| Q3 2025 | $2M | 39.6K | — | — |
| Q3 2025 | $203K | 3.0K | — | — |
| Q3 2025 | $9.2M | 154.3K | — | — |
| Q3 2025 | $8.8M | 117.8K | — | — |
| Q3 2025 | $1.5M | 19.3K | — | — |
| Q3 2025 | $9.1M | 116.8K | — | — |
| Q3 2025 | $544K | 7.7K | — | — |
| Q3 2025 | $242K | 2.4K | — | — |
| Q3 2025 | $1.9M | 4.4K | — | — |
| Q3 2025 | $301K | 749 | — | — |
| Q3 2025 | $320K | 2.7K | — | — |
| Q3 2025 | $2.4M | 32.8K | — | — |