Back to VGES
Smallwood Wealth Investment Management, LLC → VGES
Smallwood Wealth Investment Management, LLC VGES Position History
VGES
Quarters held
100
Latest value
$11.2M
Q3 2026
Peak value
$11.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $21K |
| Q4 2025 | $486 |
| Q4 2025 | $337K |
| Q4 2025 | $1K |
| Q4 2025 | $11K |
| Q4 2025 | $6K |
| Q4 2025 | $83K |
| Q4 2025 | $25K |
| Q4 2025 | $74K |
| Q4 2025 | $599K |
| Q4 2025 | $31K |
| Q4 2025 | $3K |
| Q4 2025 | $2.9M |
| Q4 2025 | $40K |
| Q4 2025 | $470 |
| Q4 2025 | $69K |
| Q4 2025 | $1M |
| Q4 2025 | $7.9M |
| Q4 2025 | $56K |
| Q4 2025 | $19K |
| Q4 2025 | $2K |
| Q4 2025 | $120K |
| Q4 2025 | $10.1M |
| Q1 2026 | $18K |
| Q1 2026 | $407 |
| Q1 2026 | $481 |
| Q1 2026 | $317K |
| Q1 2026 | $1K |
| Q1 2026 | $11K |
| Q1 2026 | $6K |
| Q1 2026 | $86K |
| Q1 2026 | $25K |
| Q1 2026 | $74K |
| Q1 2026 | $582K |
| Q1 2026 | $31K |
| Q1 2026 | $3K |
| Q1 2026 | $3.9M |
| Q1 2026 | $37K |
| Q1 2026 | $76K |
| Q1 2026 | $469 |
| Q1 2026 | $68K |
| Q1 2026 | $26K |
| Q1 2026 | $996K |
| Q1 2026 | $8.2M |
| Q1 2026 | $56K |
| Q1 2026 | $19K |
| Q1 2026 | $2K |
| Q1 2026 | $122K |
| Q1 2026 | $9.7M |
| Q2 2026 | $22K |
| Q2 2026 | $438 |
| Q2 2026 | $482 |
| Q2 2026 | $312K |
| Q2 2026 | $1K |
| Q2 2026 | $11K |
| Q2 2026 | $11K |
| Q2 2026 | $92K |
| Q2 2026 | $25K |
| Q2 2026 | $75K |
| Q2 2026 | $645K |
| Q2 2026 | $36K |
| Q2 2026 | $3K |
| Q2 2026 | $3.5M |
| Q2 2026 | $55K |
| Q2 2026 | $88K |
| Q2 2026 | $468 |
| Q2 2026 | $68K |
| Q2 2026 | $26K |
| Q2 2026 | $1.1M |
| Q2 2026 | $8.9M |
| Q2 2026 | $61K |
| Q2 2026 | $242 |
| Q2 2026 | $21K |
| Q2 2026 | $2K |
| Q2 2026 | $435 |
| Q2 2026 | $141K |
| Q2 2026 | $11.2M |
| Q3 2026 | $23K |
| Q3 2026 | $151K |
| Q3 2026 | $1K |
| Q3 2026 | $11K |
| Q3 2026 | $7K |
| Q3 2026 | $85K |
| Q3 2026 | $24K |
| Q3 2026 | $72K |
| Q3 2026 | $622K |
| Q3 2026 | $34K |
| Q3 2026 | $3K |
| Q3 2026 | $3.7M |
| Q3 2026 | $51K |
| Q3 2026 | $76K |
| Q3 2026 | $64K |
| Q3 2026 | $22K |
| Q3 2026 | $1.1M |
| Q3 2026 | $8.8M |
| Q3 2026 | $56K |
| Q3 2026 | $20K |
| Q3 2026 | $2K |
| Q3 2026 | $125K |
| Q3 2026 | $11.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $11.2M | 30.0K | — | — |
| Q3 2026 | $125K | 441 | — | — |
| Q3 2026 | $2K | 10 | — | — |
| Q3 2026 | $20K | 260 | — | — |
| Q3 2026 | $56K | 630 | — | — |
| Q3 2026 | $8.8M | 44.9K | — | — |
| Q3 2026 | $1.1M | 1.6K | — | — |
| Q3 2026 | $22K | 469 | — | — |
| Q3 2026 | $64K | 822 | — | — |
| Q3 2026 | $76K | 589 | — | — |
| Q3 2026 | $51K | 407 | — | — |
| Q3 2026 | $3.7M | 21.3K | — | — |
| Q3 2026 | $3K | 8 | — | — |
| Q3 2026 | $34K | 578 | — | — |
| Q3 2026 | $622K | 7.5K | — | — |
| Q3 2026 | $72K | 1.5K | — | — |
| Q3 2026 | $24K | 375 | — | — |
| Q3 2026 | $85K | 550 | — | — |
| Q3 2026 | $7K | 104 | — | — |
| Q3 2026 | $11K | 155 | — | — |
| Q3 2026 | $1K | 15 | — | — |
| Q3 2026 | $151K | 2.1K | — | — |
| Q3 2026 | $23K | 250 | — | — |
| Q2 2026 | $11.2M | 30.2K | — | — |
| Q2 2026 | $141K | 465 | — | — |
| Q2 2026 | $435 | 2 | — | — |
| Q2 2026 | $2K | 10 | — | — |
| Q2 2026 | $21K | 260 | — | — |
| Q2 2026 | $242 | 1 | — | — |
| Q2 2026 | $61K | 630 | — | — |
| Q2 2026 | $8.9M | 45.2K | — | — |
| Q2 2026 | $1.1M | 1.6K | — | — |
| Q2 2026 | $26K | 519 | — | — |
| Q2 2026 | $68K | 822 | — | — |
| Q2 2026 | $468 | 10 | — | — |
| Q2 2026 | $88K | 689 | — | — |
| Q2 2026 | $55K | 459 | — | — |
| Q2 2026 | $3.5M | 23.3K | — | — |
| Q2 2026 | $3K | 8 | — | — |
| Q2 2026 | $36K | 599 | — | — |
| Q2 2026 | $645K | 7.7K | — | — |
| Q2 2026 | $75K | 1.5K | — | — |
| Q2 2026 | $25K | 379 | — | — |
| Q2 2026 | $92K | 580 | — | — |
| Q2 2026 | $11K | 158 | — | — |
| Q2 2026 | $11K | 155 | — | — |
| Q2 2026 | $1K | 15 | — | — |
| Q2 2026 | $312K | 4.1K | — | — |
| Q2 2026 | $482 | 7 | — | — |
| Q2 2026 | $438 | 2 | — | — |
| Q2 2026 | $22K | 250 | — | — |
| Q1 2026 | $9.7M | 30.2K | — | — |
| Q1 2026 | $122K | 465 | — | — |
| Q1 2026 | $2K | 10 | — | — |
| Q1 2026 | $19K | 65 | — | — |
| Q1 2026 | $56K | 630 | — | — |
| Q1 2026 | $8.2M | 44.4K | — | — |
| Q1 2026 | $996K | 1.7K | — | — |
| Q1 2026 | $26K | 519 | — | — |
| Q1 2026 | $68K | 822 | — | — |
| Q1 2026 | $469 | 10 | — | — |
| Q1 2026 | $76K | 689 | — | — |
| Q1 2026 | $37K | 53 | — | — |
| Q1 2026 | $3.9M | 22.8K | — | — |
| Q1 2026 | $3K | 8 | — | — |
| Q1 2026 | $31K | 578 | — | — |
| Q1 2026 | $582K | 7.7K | — | — |
| Q1 2026 | $74K | 1.5K | — | — |
| Q1 2026 | $25K | 374 | — | — |
| Q1 2026 | $86K | 580 | — | — |
| Q1 2026 | $6K | 101 | — | — |
| Q1 2026 | $11K | 155 | — | — |
| Q1 2026 | $1K | 15 | — | — |
| Q1 2026 | $317K | 4.1K | — | — |
| Q1 2026 | $481 | 7 | — | — |
| Q1 2026 | $407 | 2 | — | — |
| Q1 2026 | $18K | 50 | — | — |
| Q4 2025 | $10.1M | 30.1K | — | — |
| Q4 2025 | $120K | 465 | — | — |
| Q4 2025 | $2K | 11 | — | — |
| Q4 2025 | $19K | 65 | — | — |
| Q4 2025 | $56K | 630 | — | — |
| Q4 2025 | $7.9M | 44.6K | — | — |
| Q4 2025 | $1M | 1.6K | — | — |
| Q4 2025 | $69K | 822 | — | — |
| Q4 2025 | $470 | 10 | — | — |
| Q4 2025 | $40K | 53 | — | — |
| Q4 2025 | $2.9M | 22.8K | — | — |
| Q4 2025 | $3K | 8 | — | — |
| Q4 2025 | $31K | 578 | — | — |
| Q4 2025 | $599K | 8.1K | — | — |
| Q4 2025 | $74K | 1.5K | — | — |
| Q4 2025 | $25K | 374 | — | — |
| Q4 2025 | $83K | 580 | — | — |
| Q4 2025 | $6K | 101 | — | — |
| Q4 2025 | $11K | 155 | — | — |
| Q4 2025 | $1K | 15 | — | — |
| Q4 2025 | $337K | 4.3K | — | — |
| Q4 2025 | $486 | 7 | — | — |
| Q4 2025 | $21K | 50 | — | — |