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SageOak Financial, LLC VGES Position History
VGES
Quarters held
8
Latest value
$243K
Q3 2026
Peak value
$1.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $965K |
| Q4 2025 | $988K |
| Q1 2026 | $1M |
| Q1 2026 | $246K |
| Q2 2026 | $1.2M |
| Q2 2026 | $242K |
| Q3 2026 | $960K |
| Q3 2026 | $243K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $243K | 649 | — | — |
| Q3 2026 | $960K | 1.4K | — | — |
| Q2 2026 | $242K | 655 | — | — |
| Q2 2026 | $1.2M | 1.7K | — | — |
| Q1 2026 | $246K | 766 | — | — |
| Q1 2026 | $1M | 1.7K | — | — |
| Q4 2025 | $988K | 1.6K | — | — |
| Q3 2025 | $965K | 1.6K | — | — |