Back to VGES
Shakespeare Wealth Management, LLC → VGES
Shakespeare Wealth Management, LLC VGES Position History
VGES
Quarters held
60
Latest value
$5.6M
Q3 2026
Peak value
$79.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $44.8M |
| Q3 2025 | $54.3M |
| Q3 2025 | $1.2M |
| Q3 2025 | $620K |
| Q3 2025 | $298K |
| Q3 2025 | $993K |
| Q3 2025 | $1.7M |
| Q3 2025 | $672K |
| Q3 2025 | $30.8M |
| Q3 2025 | $23.3M |
| Q3 2025 | $295K |
| Q3 2025 | $297K |
| Q3 2025 | $4.9M |
| Q4 2025 | $45.2M |
| Q4 2025 | $56.2M |
| Q4 2025 | $1.2M |
| Q4 2025 | $646K |
| Q4 2025 | $304K |
| Q4 2025 | $959K |
| Q4 2025 | $1.7M |
| Q4 2025 | $696K |
| Q4 2025 | $31.7M |
| Q4 2025 | $24M |
| Q4 2025 | $294K |
| Q4 2025 | $301K |
| Q4 2025 | $5M |
| Q1 2026 | $43.8M |
| Q1 2026 | $57.5M |
| Q1 2026 | $1.2M |
| Q1 2026 | $663K |
| Q1 2026 | $951K |
| Q1 2026 | $1.4M |
| Q1 2026 | $699K |
| Q1 2026 | $33.4M |
| Q1 2026 | $24.9M |
| Q1 2026 | $247K |
| Q1 2026 | $306K |
| Q1 2026 | $4.8M |
| Q2 2026 | $69.3M |
| Q2 2026 | $76.4M |
| Q2 2026 | $1.3M |
| Q2 2026 | $737K |
| Q2 2026 | $1.1M |
| Q2 2026 | $779K |
| Q2 2026 | $23.1M |
| Q2 2026 | $296K |
| Q2 2026 | $354K |
| Q2 2026 | $5.5M |
| Q3 2026 | $75.7M |
| Q3 2026 | $79.7M |
| Q3 2026 | $1.4M |
| Q3 2026 | $730K |
| Q3 2026 | $992K |
| Q3 2026 | $1M |
| Q3 2026 | $818K |
| Q3 2026 | $20.9M |
| Q3 2026 | $20.2M |
| Q3 2026 | $278K |
| Q3 2026 | $329K |
| Q3 2026 | $5.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.6M | 15.0K | — | — |
| Q3 2026 | $329K | 1.2K | — | — |
| Q3 2026 | $278K | 1.2K | — | — |
| Q3 2026 | $20.2M | 87.3K | — | — |
| Q3 2026 | $20.9M | 106.9K | — | — |
| Q3 2026 | $818K | 1.2K | — | — |
| Q3 2026 | $1M | 21.3K | — | — |
| Q3 2026 | $992K | 16.7K | — | — |
| Q3 2026 | $730K | 10.3K | — | — |
| Q3 2026 | $1.4M | 20.4K | — | — |
| Q3 2026 | $79.7M | 361.8K | — | — |
| Q3 2026 | $75.7M | 885.2K | — | — |
| Q2 2026 | $5.5M | 15.0K | — | — |
| Q2 2026 | $354K | 1.2K | — | — |
| Q2 2026 | $296K | 1.2K | — | — |
| Q2 2026 | $23.1M | 117.1K | — | — |
| Q2 2026 | $779K | 1.1K | — | — |
| Q2 2026 | $1.1M | 21.3K | — | — |
| Q2 2026 | $737K | 10.3K | — | — |
| Q2 2026 | $1.3M | 17.7K | — | — |
| Q2 2026 | $76.4M | 348.5K | — | — |
| Q2 2026 | $69.3M | 839.2K | — | — |
| Q1 2026 | $4.8M | 14.9K | — | — |
| Q1 2026 | $306K | 1.2K | — | — |
| Q1 2026 | $247K | 1.2K | — | — |
| Q1 2026 | $24.9M | 114.7K | — | — |
| Q1 2026 | $33.4M | 181.2K | — | — |
| Q1 2026 | $699K | 1.2K | — | — |
| Q1 2026 | $1.4M | 28.5K | — | — |
| Q1 2026 | $951K | 17.6K | — | — |
| Q1 2026 | $663K | 10.3K | — | — |
| Q1 2026 | $1.2M | 16.0K | — | — |
| Q1 2026 | $57.5M | 282.0K | — | — |
| Q1 2026 | $43.8M | 107.3K | — | — |
| Q4 2025 | $5M | 14.9K | — | — |
| Q4 2025 | $301K | 1.2K | — | — |
| Q4 2025 | $294K | 1.4K | — | — |
| Q4 2025 | $24M | 113.4K | — | — |
| Q4 2025 | $31.7M | 178.8K | — | — |
| Q4 2025 | $696K | 1.1K | — | — |
| Q4 2025 | $1.7M | 33.6K | — | — |
| Q4 2025 | $959K | 17.8K | — | — |
| Q4 2025 | $304K | 1.4K | — | — |
| Q4 2025 | $646K | 10.3K | — | — |
| Q4 2025 | $1.2M | 16.0K | — | — |
| Q4 2025 | $56.2M | 274.1K | — | — |
| Q4 2025 | $45.2M | 101.6K | — | — |
| Q3 2025 | $4.9M | 14.8K | — | — |
| Q3 2025 | $297K | 1.2K | — | — |
| Q3 2025 | $295K | 1.4K | — | — |
| Q3 2025 | $23.3M | 111.5K | — | — |
| Q3 2025 | $30.8M | 176.2K | — | — |
| Q3 2025 | $672K | 1.1K | — | — |
| Q3 2025 | $1.7M | 33.1K | — | — |
| Q3 2025 | $993K | 18.3K | — | — |
| Q3 2025 | $298K | 1.4K | — | — |
| Q3 2025 | $620K | 10.3K | — | — |
| Q3 2025 | $1.2M | 15.6K | — | — |
| Q3 2025 | $54.3M | 272.2K | — | — |
| Q3 2025 | $44.8M | 102.8K | — | — |