Back to VGES
STRATEGIC PLANNING GROUP, LLC → VGES
STRATEGIC PLANNING GROUP, LLC VGES Position History
VGES
Quarters held
9
Latest value
$456K
Q3 2026
Peak value
$20.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $484K |
| Q4 2025 | $403K |
| Q1 2026 | $433K |
| Q1 2026 | $410K |
| Q2 2026 | $513K |
| Q2 2026 | $458K |
| Q3 2026 | $20.1M |
| Q3 2026 | $538K |
| Q3 2026 | $456K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $456K | 2.1K | — | — |
| Q3 2026 | $538K | 6.0K | — | — |
| Q3 2026 | $20.1M | 408.6K | — | — |
| Q2 2026 | $458K | 2.1K | — | — |
| Q2 2026 | $513K | 6.0K | — | — |
| Q1 2026 | $410K | 2.1K | — | — |
| Q1 2026 | $433K | 992 | — | — |
| Q4 2025 | $403K | 2.1K | — | — |
| Q4 2025 | $484K | 992 | — | — |