Back to VGES
Strategic Wealth Investment Group, LLC → VGES
Strategic Wealth Investment Group, LLC VGES Position History
VGES
Quarters held
62
Latest value
$340K
Q3 2026
Peak value
$52.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $250K |
| Q3 2025 | $318K |
| Q3 2025 | $373K |
| Q3 2025 | $14.7M |
| Q3 2025 | $5.7M |
| Q3 2025 | $541K |
| Q3 2025 | $2.6M |
| Q3 2025 | $398K |
| Q3 2025 | $203K |
| Q3 2025 | $52.3M |
| Q3 2025 | $564K |
| Q3 2025 | $464K |
| Q3 2025 | $21.1M |
| Q3 2025 | $514K |
| Q3 2025 | $371K |
| Q3 2025 | $2M |
| Q3 2025 | $409K |
| Q3 2025 | $2.9M |
| Q4 2025 | $279K |
| Q4 2025 | $11.7M |
| Q4 2025 | $4.9M |
| Q4 2025 | $293K |
| Q4 2025 | $1.6M |
| Q4 2025 | $39.6M |
| Q4 2025 | $15.7M |
| Q4 2025 | $240K |
| Q4 2025 | $1.3M |
| Q4 2025 | $525K |
| Q1 2026 | $292K |
| Q1 2026 | $12.2M |
| Q1 2026 | $5.6M |
| Q1 2026 | $253K |
| Q1 2026 | $1.7M |
| Q1 2026 | $39.6M |
| Q1 2026 | $16.2M |
| Q1 2026 | $237K |
| Q1 2026 | $1M |
| Q1 2026 | $464K |
| Q2 2026 | $369K |
| Q2 2026 | $12.1M |
| Q2 2026 | $16.9M |
| Q2 2026 | $297K |
| Q2 2026 | $1.7M |
| Q2 2026 | $52.2M |
| Q2 2026 | $1.7M |
| Q2 2026 | $11.1M |
| Q2 2026 | $267K |
| Q2 2026 | $1.2M |
| Q2 2026 | $330K |
| Q3 2026 | $337K |
| Q3 2026 | $363K |
| Q3 2026 | $12M |
| Q3 2026 | $16.5M |
| Q3 2026 | $298K |
| Q3 2026 | $1.6M |
| Q3 2026 | $49.2M |
| Q3 2026 | $1.6M |
| Q3 2026 | $9.5M |
| Q3 2026 | $218K |
| Q3 2026 | $2.1M |
| Q3 2026 | $212K |
| Q3 2026 | $340K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $340K | 909 | — | — |
| Q3 2026 | $212K | 979 | — | — |
| Q3 2026 | $2.1M | 23.0K | — | — |
| Q3 2026 | $218K | 621 | — | — |
| Q3 2026 | $9.5M | 106.0K | — | — |
| Q3 2026 | $1.6M | 5.5K | — | — |
| Q3 2026 | $49.2M | 627.7K | — | — |
| Q3 2026 | $1.6M | 7.2K | — | — |
| Q3 2026 | $298K | 2.4K | — | — |
| Q3 2026 | $16.5M | 199.0K | — | — |
| Q3 2026 | $12M | 118.4K | — | — |
| Q3 2026 | $363K | 2.3K | — | — |
| Q3 2026 | $337K | 4.8K | — | — |
| Q2 2026 | $330K | 891 | — | — |
| Q2 2026 | $1.2M | 13.6K | — | — |
| Q2 2026 | $267K | 3.3K | — | — |
| Q2 2026 | $11.1M | 115.0K | — | — |
| Q2 2026 | $1.7M | 5.5K | — | — |
| Q2 2026 | $52.2M | 631.1K | — | — |
| Q2 2026 | $1.7M | 7.4K | — | — |
| Q2 2026 | $297K | 2.5K | — | — |
| Q2 2026 | $16.9M | 202.3K | — | — |
| Q2 2026 | $12.1M | 123.6K | — | — |
| Q2 2026 | $369K | 2.3K | — | — |
| Q1 2026 | $464K | 1.4K | — | — |
| Q1 2026 | $1M | 2.3K | — | — |
| Q1 2026 | $237K | 827 | — | — |
| Q1 2026 | $16.2M | 182.2K | — | — |
| Q1 2026 | $39.6M | 479.0K | — | — |
| Q1 2026 | $1.7M | 7.5K | — | — |
| Q1 2026 | $253K | 362 | — | — |
| Q1 2026 | $5.6M | 74.6K | — | — |
| Q1 2026 | $12.2M | 129.0K | — | — |
| Q1 2026 | $292K | 2.0K | — | — |
| Q4 2025 | $525K | 1.6K | — | — |
| Q4 2025 | $1.3M | 2.7K | — | — |
| Q4 2025 | $240K | 827 | — | — |
| Q4 2025 | $15.7M | 177.7K | — | — |
| Q4 2025 | $39.6M | 473.1K | — | — |
| Q4 2025 | $1.6M | 7.6K | — | — |
| Q4 2025 | $293K | 389 | — | — |
| Q4 2025 | $4.9M | 67.1K | — | — |
| Q4 2025 | $11.7M | 130.3K | — | — |
| Q4 2025 | $279K | 1.9K | — | — |
| Q3 2025 | $2.9M | 8.8K | — | — |
| Q3 2025 | $409K | 2.2K | — | — |
| Q3 2025 | $2M | 4.2K | — | — |
| Q3 2025 | $371K | 1.8K | — | — |
| Q3 2025 | $514K | 1.8K | — | — |
| Q3 2025 | $21.1M | 230.3K | — | — |
| Q3 2025 | $464K | 1.6K | — | — |
| Q3 2025 | $564K | 921 | — | — |
| Q3 2025 | $52.3M | 622.3K | — | — |
| Q3 2025 | $203K | 2.5K | — | — |
| Q3 2025 | $398K | 6.8K | — | — |
| Q3 2025 | $2.6M | 12.5K | — | — |
| Q3 2025 | $541K | 724 | — | — |
| Q3 2025 | $5.7M | 79.2K | — | — |
| Q3 2025 | $14.7M | 174.1K | — | — |
| Q3 2025 | $373K | 2.6K | — | — |
| Q3 2025 | $318K | 4.3K | — | — |
| Q3 2025 | $250K | 3.4K | — | — |