Back to VGES
Simplicity Wealth,LLC VGES Position History
VGES
Quarters held
225
Latest value
$4.3M
Q3 2026
Peak value
$75.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $208K |
| Q3 2025 | $1.4M |
| Q3 2025 | $838K |
| Q3 2025 | $2.9M |
| Q3 2025 | $394K |
| Q3 2025 | $780K |
| Q3 2025 | $1.3M |
| Q3 2025 | $3.5M |
| Q3 2025 | $2.5M |
| Q3 2025 | $7.4M |
| Q3 2025 | $768K |
| Q3 2025 | $3M |
| Q3 2025 | $492K |
| Q3 2025 | $234K |
| Q3 2025 | $345K |
| Q3 2025 | $2.3M |
| Q3 2025 | $781K |
| Q3 2025 | $4.1M |
| Q3 2025 | $1.4M |
| Q3 2025 | $986K |
| Q3 2025 | $2.5M |
| Q3 2025 | $458K |
| Q3 2025 | $4.9M |
| Q3 2025 | $1.3M |
| Q3 2025 | $2.8M |
| Q3 2025 | $263K |
| Q3 2025 | $4M |
| Q3 2025 | $333K |
| Q3 2025 | $4.8M |
| Q3 2025 | $1.5M |
| Q3 2025 | $385K |
| Q3 2025 | $2.7M |
| Q3 2025 | $62.4M |
| Q3 2025 | $431K |
| Q3 2025 | $498K |
| Q3 2025 | $499K |
| Q3 2025 | $393K |
| Q3 2025 | $3.8M |
| Q3 2025 | $2.2M |
| Q3 2025 | $292K |
| Q3 2025 | $1.8M |
| Q3 2025 | $2.5M |
| Q3 2025 | $1.7M |
| Q3 2025 | $3.4M |
| Q4 2025 | $835K |
| Q4 2025 | $486K |
| Q4 2025 | $1.8M |
| Q4 2025 | $382K |
| Q4 2025 | $786K |
| Q4 2025 | $376K |
| Q4 2025 | $4.3M |
| Q4 2025 | $2.9M |
| Q4 2025 | $8.8M |
| Q4 2025 | $765K |
| Q4 2025 | $3.9M |
| Q4 2025 | $381K |
| Q4 2025 | $232K |
| Q4 2025 | $346K |
| Q4 2025 | $2.3M |
| Q4 2025 | $590K |
| Q4 2025 | $4.6M |
| Q4 2025 | $1.3M |
| Q4 2025 | $201K |
| Q4 2025 | $954K |
| Q4 2025 | $1.5M |
| Q4 2025 | $448K |
| Q4 2025 | $5.3M |
| Q4 2025 | $1.5M |
| Q4 2025 | $2.9M |
| Q4 2025 | $3.4M |
| Q4 2025 | $326K |
| Q4 2025 | $5M |
| Q4 2025 | $1.8M |
| Q4 2025 | $626K |
| Q4 2025 | $3M |
| Q4 2025 | $59.6M |
| Q4 2025 | $300K |
| Q4 2025 | $358K |
| Q4 2025 | $4.1M |
| Q4 2025 | $2.2M |
| Q4 2025 | $2.6M |
| Q4 2025 | $3.1M |
| Q4 2025 | $2.3M |
| Q4 2025 | $2.7M |
| Q1 2026 | $1.4M |
| Q1 2026 | $931K |
| Q1 2026 | $1.4M |
| Q1 2026 | $380K |
| Q1 2026 | $794K |
| Q1 2026 | $497K |
| Q1 2026 | $5.1M |
| Q1 2026 | $3.3M |
| Q1 2026 | $9.4M |
| Q1 2026 | $780K |
| Q1 2026 | $4.2M |
| Q1 2026 | $479K |
| Q1 2026 | $443K |
| Q1 2026 | $2.3M |
| Q1 2026 | $615K |
| Q1 2026 | $5M |
| Q1 2026 | $1.2M |
| Q1 2026 | $217K |
| Q1 2026 | $1.2M |
| Q1 2026 | $917K |
| Q1 2026 | $491K |
| Q1 2026 | $3.7M |
| Q1 2026 | $1.5M |
| Q1 2026 | $3.1M |
| Q1 2026 | $4.6M |
| Q1 2026 | $276K |
| Q1 2026 | $5.2M |
| Q1 2026 | $2M |
| Q1 2026 | $710K |
| Q1 2026 | $3.7M |
| Q1 2026 | $57.8M |
| Q1 2026 | $363K |
| Q1 2026 | $375K |
| Q1 2026 | $441K |
| Q1 2026 | $310K |
| Q1 2026 | $2.9M |
| Q1 2026 | $2.2M |
| Q1 2026 | $2.3M |
| Q1 2026 | $3.3M |
| Q1 2026 | $1.5M |
| Q1 2026 | $2.5M |
| Q2 2026 | $790K |
| Q2 2026 | $275K |
| Q2 2026 | $1.9M |
| Q2 2026 | $993K |
| Q2 2026 | $1.2M |
| Q2 2026 | $1.3M |
| Q2 2026 | $577K |
| Q2 2026 | $590K |
| Q2 2026 | $1.3M |
| Q2 2026 | $2.7M |
| Q2 2026 | $13.6M |
| Q2 2026 | $413K |
| Q2 2026 | $7.1M |
| Q2 2026 | $636K |
| Q2 2026 | $492K |
| Q2 2026 | $3.4M |
| Q2 2026 | $822K |
| Q2 2026 | $5.7M |
| Q2 2026 | $1.4M |
| Q2 2026 | $206K |
| Q2 2026 | $2.1M |
| Q2 2026 | $2.4M |
| Q2 2026 | $1.3M |
| Q2 2026 | $3.4M |
| Q2 2026 | $523K |
| Q2 2026 | $437K |
| Q2 2026 | $6.1M |
| Q2 2026 | $1.7M |
| Q2 2026 | $3.7M |
| Q2 2026 | $209K |
| Q2 2026 | $4.1M |
| Q2 2026 | $307K |
| Q2 2026 | $5.1M |
| Q2 2026 | $1.8M |
| Q2 2026 | $2.1M |
| Q2 2026 | $6M |
| Q2 2026 | $5M |
| Q2 2026 | $70.6M |
| Q2 2026 | $362K |
| Q2 2026 | $693K |
| Q2 2026 | $1.8M |
| Q2 2026 | $463K |
| Q2 2026 | $1.8M |
| Q2 2026 | $873K |
| Q2 2026 | $4.2M |
| Q2 2026 | $4.4M |
| Q2 2026 | $1.6M |
| Q2 2026 | $3.9M |
| Q3 2026 | $419K |
| Q3 2026 | $768K |
| Q3 2026 | $1.3M |
| Q3 2026 | $441K |
| Q3 2026 | $2M |
| Q3 2026 | $1M |
| Q3 2026 | $245K |
| Q3 2026 | $1M |
| Q3 2026 | $274K |
| Q3 2026 | $837K |
| Q3 2026 | $1.5M |
| Q3 2026 | $4.8M |
| Q3 2026 | $15.7M |
| Q3 2026 | $1M |
| Q3 2026 | $9.7M |
| Q3 2026 | $1.1M |
| Q3 2026 | $315K |
| Q3 2026 | $492K |
| Q3 2026 | $2.1M |
| Q3 2026 | $914K |
| Q3 2026 | $5.6M |
| Q3 2026 | $2.2M |
| Q3 2026 | $1.4M |
| Q3 2026 | $3.3M |
| Q3 2026 | $936K |
| Q3 2026 | $3.2M |
| Q3 2026 | $717K |
| Q3 2026 | $664K |
| Q3 2026 | $349K |
| Q3 2026 | $6M |
| Q3 2026 | $1.8M |
| Q3 2026 | $3.3M |
| Q3 2026 | $225K |
| Q3 2026 | $3.9M |
| Q3 2026 | $380K |
| Q3 2026 | $4.4M |
| Q3 2026 | $1.9M |
| Q3 2026 | $1.9M |
| Q3 2026 | $2.3M |
| Q3 2026 | $546K |
| Q3 2026 | $75.3M |
| Q3 2026 | $216K |
| Q3 2026 | $424K |
| Q3 2026 | $1.8M |
| Q3 2026 | $271K |
| Q3 2026 | $1.9M |
| Q3 2026 | $2.1M |
| Q3 2026 | $308K |
| Q3 2026 | $4.6M |
| Q3 2026 | $5.1M |
| Q3 2026 | $2.4M |
| Q3 2026 | $4.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.3M | 11.5K | — | — |
| Q3 2026 | $2.4M | 8.3K | — | — |
| Q3 2026 | $5.1M | 23.6K | — | — |
| Q3 2026 | $4.6M | 51.6K | — | — |
| Q3 2026 | $308K | 1.3K | — | — |
| Q3 2026 | $2.1M | 5.9K | — | — |
| Q3 2026 | $1.9M | 24.6K | — | — |
| Q3 2026 | $271K | 1.2K | — | — |
| Q3 2026 | $1.8M | 19.7K | — | — |
| Q3 2026 | $424K | 1.5K | — | — |
| Q3 2026 | $216K | 1.1K | — | — |
| Q3 2026 | $75.3M | 107.5K | — | — |
| Q3 2026 | $546K | 11.5K | — | — |
| Q3 2026 | $2.3M | 29.0K | — | — |
| Q3 2026 | $1.9M | 37.0K | — | — |
| Q3 2026 | $1.9M | 27.9K | — | — |
| Q3 2026 | $4.4M | 98.3K | — | — |
| Q3 2026 | $380K | 1.1K | — | — |
| Q3 2026 | $3.9M | 68.4K | — | — |
| Q3 2026 | $225K | 1.7K | — | — |
| Q3 2026 | $3.3M | 29.0K | — | — |
| Q3 2026 | $1.8M | 23.4K | — | — |
| Q3 2026 | $6M | 104.9K | — | — |
| Q3 2026 | $349K | 1.8K | — | — |
| Q3 2026 | $664K | 3.9K | — | — |
| Q3 2026 | $717K | 3.3K | — | — |
| Q3 2026 | $3.2M | 25.3K | — | — |
| Q3 2026 | $936K | 7.2K | — | — |
| Q3 2026 | $3.3M | 19.3K | — | — |
| Q3 2026 | $1.4M | 6.5K | — | — |
| Q3 2026 | $2.2M | 36.7K | — | — |
| Q3 2026 | $5.6M | 67.9K | — | — |
| Q3 2026 | $914K | 5.8K | — | — |
| Q3 2026 | $2.1M | 13.2K | — | — |
| Q3 2026 | $492K | 10.5K | — | — |
| Q3 2026 | $315K | 3.3K | — | — |
| Q3 2026 | $1.1M | 22.1K | — | — |
| Q3 2026 | $9.7M | 153.7K | — | — |
| Q3 2026 | $1M | 10.3K | — | — |
| Q3 2026 | $15.7M | 101.4K | — | — |
| Q3 2026 | $4.8M | 67.6K | — | — |
| Q3 2026 | $1.5M | 21.3K | — | — |
| Q3 2026 | $837K | 11.0K | — | — |
| Q3 2026 | $274K | 1.5K | — | — |
| Q3 2026 | $1M | 7.5K | — | — |
| Q3 2026 | $245K | 2.2K | — | — |
| Q3 2026 | $1M | 4.7K | — | — |
| Q3 2026 | $2M | 23.8K | — | — |
| Q3 2026 | $441K | 2.7K | — | — |
| Q3 2026 | $1.3M | 13.6K | — | — |
| Q3 2026 | $768K | 9.0K | — | — |
| Q3 2026 | $419K | 16.9K | — | — |
| Q2 2026 | $3.9M | 10.5K | — | — |
| Q2 2026 | $1.6M | 5.3K | — | — |
| Q2 2026 | $4.4M | 20.2K | — | — |
| Q2 2026 | $4.2M | 48.3K | — | — |
| Q2 2026 | $873K | 2.5K | — | — |
| Q2 2026 | $1.8M | 21.8K | — | — |
| Q2 2026 | $463K | 1.9K | — | — |
| Q2 2026 | $1.8M | 18.9K | — | — |
| Q2 2026 | $693K | 2.3K | — | — |
| Q2 2026 | $362K | 1.8K | — | — |
| Q2 2026 | $70.6M | 102.8K | — | — |
| Q2 2026 | $5M | 98.5K | — | — |
| Q2 2026 | $6M | 72.6K | — | — |
| Q2 2026 | $2.1M | 37.5K | — | — |
| Q2 2026 | $1.8M | 24.4K | — | — |
| Q2 2026 | $5.1M | 108.2K | — | — |
| Q2 2026 | $307K | 2.9K | — | — |
| Q2 2026 | $4.1M | 68.9K | — | — |
| Q2 2026 | $209K | 1.6K | — | — |
| Q2 2026 | $3.7M | 30.1K | — | — |
| Q2 2026 | $1.7M | 21.5K | — | — |
| Q2 2026 | $6.1M | 105.2K | — | — |
| Q2 2026 | $437K | 2.4K | — | — |
| Q2 2026 | $523K | 2.3K | — | — |
| Q2 2026 | $3.4M | 28.6K | — | — |
| Q2 2026 | $1.3M | 10.0K | — | — |
| Q2 2026 | $2.4M | 15.7K | — | — |
| Q2 2026 | $2.1M | 9.2K | — | — |
| Q2 2026 | $206K | 2.3K | — | — |
| Q2 2026 | $1.4M | 23.1K | — | — |
| Q2 2026 | $5.7M | 68.0K | — | — |
| Q2 2026 | $822K | 5.2K | — | — |
| Q2 2026 | $3.4M | 21.8K | — | — |
| Q2 2026 | $492K | 10.2K | — | — |
| Q2 2026 | $636K | 12.7K | — | — |
| Q2 2026 | $7.1M | 105.7K | — | — |
| Q2 2026 | $413K | 4.2K | — | — |
| Q2 2026 | $13.6M | 86.1K | — | — |
| Q2 2026 | $2.7M | 37.3K | — | — |
| Q2 2026 | $1.3M | 18.1K | — | — |
| Q2 2026 | $590K | 7.6K | — | — |
| Q2 2026 | $577K | 3.8K | — | — |
| Q2 2026 | $1.3M | 5.8K | — | — |
| Q2 2026 | $1.2M | 14.5K | — | — |
| Q2 2026 | $993K | 6.1K | — | — |
| Q2 2026 | $1.9M | 21.6K | — | — |
| Q2 2026 | $275K | 3.2K | — | — |
| Q2 2026 | $790K | 30.9K | — | — |
| Q1 2026 | $2.5M | 7.9K | — | — |
| Q1 2026 | $1.5M | 5.9K | — | — |
| Q1 2026 | $3.3M | 17.0K | — | — |
| Q1 2026 | $2.3M | 5.2K | — | — |
| Q1 2026 | $2.2M | 7.2K | — | — |
| Q1 2026 | $2.9M | 10.2K | — | — |
| Q1 2026 | $310K | 1.4K | — | — |
| Q1 2026 | $441K | 5.0K | — | — |
| Q1 2026 | $375K | 1.5K | — | — |
| Q1 2026 | $363K | 2.0K | — | — |
| Q1 2026 | $57.8M | 96.8K | — | — |
| Q1 2026 | $3.7M | 75.0K | — | — |
| Q1 2026 | $710K | 8.6K | — | — |
| Q1 2026 | $2M | 36.5K | — | — |
| Q1 2026 | $5.2M | 111.2K | — | — |
| Q1 2026 | $276K | 2.9K | — | — |
| Q1 2026 | $4.6M | 77.4K | — | — |
| Q1 2026 | $3.1M | 30.9K | — | — |
| Q1 2026 | $1.5M | 18.5K | — | — |
| Q1 2026 | $3.7M | 63.0K | — | — |
| Q1 2026 | $491K | 2.2K | — | — |
| Q1 2026 | $917K | 1.3K | — | — |
| Q1 2026 | $1.2M | 6.8K | — | — |
| Q1 2026 | $217K | 2.6K | — | — |
| Q1 2026 | $1.2M | 22.3K | — | — |
| Q1 2026 | $5M | 66.2K | — | — |
| Q1 2026 | $615K | 4.4K | — | — |
| Q1 2026 | $2.3M | 15.7K | — | — |
| Q1 2026 | $443K | 9.2K | — | — |
| Q1 2026 | $479K | 9.6K | — | — |
| Q1 2026 | $4.2M | 63.8K | — | — |
| Q1 2026 | $780K | 8.3K | — | — |
| Q1 2026 | $9.4M | 63.6K | — | — |
| Q1 2026 | $3.3M | 52.1K | — | — |
| Q1 2026 | $5.1M | 69.6K | — | — |
| Q1 2026 | $497K | 6.3K | — | — |
| Q1 2026 | $794K | 6.4K | — | — |
| Q1 2026 | $380K | 3.7K | — | — |
| Q1 2026 | $1.4M | 3.4K | — | — |
| Q1 2026 | $931K | 6.4K | — | — |
| Q1 2026 | $1.4M | 3.8K | — | — |
| Q4 2025 | $2.7M | 8.2K | — | — |
| Q4 2025 | $2.3M | 8.8K | — | — |
| Q4 2025 | $3.1M | 16.3K | — | — |
| Q4 2025 | $2.6M | 5.2K | — | — |
| Q4 2025 | $2.2M | 7.0K | — | — |
| Q4 2025 | $4.1M | 14.1K | — | — |
| Q4 2025 | $358K | 4.1K | — | — |
| Q4 2025 | $300K | 1.1K | — | — |
| Q4 2025 | $59.6M | 95.0K | — | — |
| Q4 2025 | $3M | 59.2K | — | — |
| Q4 2025 | $626K | 7.5K | — | — |
| Q4 2025 | $1.8M | 31.6K | — | — |
| Q4 2025 | $5M | 106.8K | — | — |
| Q4 2025 | $326K | 3.5K | — | — |
| Q4 2025 | $3.4M | 56.8K | — | — |
| Q4 2025 | $2.9M | 29.0K | — | — |
| Q4 2025 | $1.5M | 18.3K | — | — |
| Q4 2025 | $5.3M | 90.4K | — | — |
| Q4 2025 | $448K | 2.2K | — | — |
| Q4 2025 | $1.5M | 2.0K | — | — |
| Q4 2025 | $954K | 7.6K | — | — |
| Q4 2025 | $201K | 2.4K | — | — |
| Q4 2025 | $1.3M | 24.9K | — | — |
| Q4 2025 | $4.6M | 62.6K | — | — |
| Q4 2025 | $590K | 4.2K | — | — |
| Q4 2025 | $2.3M | 15.9K | — | — |
| Q4 2025 | $346K | 7.5K | — | — |
| Q4 2025 | $232K | 4.8K | — | — |
| Q4 2025 | $381K | 7.7K | — | — |
| Q4 2025 | $3.9M | 58.1K | — | — |
| Q4 2025 | $765K | 8.5K | — | — |
| Q4 2025 | $8.8M | 61.0K | — | — |
| Q4 2025 | $2.9M | 45.6K | — | — |
| Q4 2025 | $4.3M | 58.3K | — | — |
| Q4 2025 | $376K | 4.8K | — | — |
| Q4 2025 | $786K | 6.5K | — | — |
| Q4 2025 | $382K | 3.9K | — | — |
| Q4 2025 | $1.8M | 4.0K | — | — |
| Q4 2025 | $486K | 3.4K | — | — |
| Q4 2025 | $835K | 2.0K | — | — |
| Q3 2025 | $3.4M | 10.3K | — | — |
| Q3 2025 | $1.7M | 6.7K | — | — |
| Q3 2025 | $2.5M | 13.2K | — | — |
| Q3 2025 | $1.8M | 3.8K | — | — |
| Q3 2025 | $292K | 1.4K | — | — |
| Q3 2025 | $2.2M | 7.3K | — | — |
| Q3 2025 | $3.8M | 12.9K | — | — |
| Q3 2025 | $393K | 1.9K | — | — |
| Q3 2025 | $499K | 5.5K | — | — |
| Q3 2025 | $498K | 1.7K | — | — |
| Q3 2025 | $431K | 2.5K | — | — |
| Q3 2025 | $62.4M | 101.8K | — | — |
| Q3 2025 | $2.7M | 53.0K | — | — |
| Q3 2025 | $385K | 4.6K | — | — |
| Q3 2025 | $1.5M | 25.6K | — | — |
| Q3 2025 | $4.8M | 103.1K | — | — |
| Q3 2025 | $333K | 3.7K | — | — |
| Q3 2025 | $4M | 66.8K | — | — |
| Q3 2025 | $263K | 2.2K | — | — |
| Q3 2025 | $2.8M | 28.6K | — | — |
| Q3 2025 | $1.3M | 16.0K | — | — |
| Q3 2025 | $4.9M | 84.1K | — | — |
| Q3 2025 | $458K | 2.2K | — | — |
| Q3 2025 | $2.5M | 3.3K | — | — |
| Q3 2025 | $986K | 7.8K | — | — |
| Q3 2025 | $1.4M | 25.2K | — | — |
| Q3 2025 | $4.1M | 57.8K | — | — |
| Q3 2025 | $781K | 5.7K | — | — |
| Q3 2025 | $2.3M | 16.2K | — | — |
| Q3 2025 | $345K | 7.2K | — | — |
| Q3 2025 | $234K | 4.7K | — | — |
| Q3 2025 | $492K | 9.7K | — | — |
| Q3 2025 | $3M | 44.4K | — | — |
| Q3 2025 | $768K | 9.1K | — | — |
| Q3 2025 | $7.4M | 52.3K | — | — |
| Q3 2025 | $2.5M | 41.4K | — | — |
| Q3 2025 | $3.5M | 47.0K | — | — |
| Q3 2025 | $1.3M | 16.2K | — | — |
| Q3 2025 | $780K | 6.4K | — | — |
| Q3 2025 | $394K | 4.1K | — | — |
| Q3 2025 | $2.9M | 6.6K | — | — |
| Q3 2025 | $838K | 6.1K | — | — |
| Q3 2025 | $1.4M | 3.4K | — | — |
| Q3 2025 | $208K | 2.8K | — | — |