Back to VGES
SwitchPoint Financial Planning, LLC → VGES
SwitchPoint Financial Planning, LLC VGES Position History
VGES
Quarters held
63
Latest value
$3.4M
Q3 2026
Peak value
$3.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2M |
| Q3 2025 | $238K |
| Q3 2025 | $1.2M |
| Q3 2025 | $634K |
| Q3 2025 | $255K |
| Q3 2025 | $1.8M |
| Q3 2025 | $1M |
| Q3 2025 | $285K |
| Q3 2025 | $2.9M |
| Q3 2025 | $3.3M |
| Q3 2025 | $1.3M |
| Q3 2025 | $3.4M |
| Q4 2025 | $2.1M |
| Q4 2025 | $226K |
| Q4 2025 | $1.2M |
| Q4 2025 | $661K |
| Q4 2025 | $257K |
| Q4 2025 | $1.8M |
| Q4 2025 | $994K |
| Q4 2025 | $244K |
| Q4 2025 | $2.9M |
| Q4 2025 | $3.4M |
| Q4 2025 | $1.3M |
| Q4 2025 | $2.9M |
| Q1 2026 | $2.1M |
| Q1 2026 | $226K |
| Q1 2026 | $1.3M |
| Q1 2026 | $718K |
| Q1 2026 | $257K |
| Q1 2026 | $1.8M |
| Q1 2026 | $980K |
| Q1 2026 | $246K |
| Q1 2026 | $2.6M |
| Q1 2026 | $3.5M |
| Q1 2026 | $1.3M |
| Q1 2026 | $2.9M |
| Q2 2026 | $3M |
| Q2 2026 | $226K |
| Q2 2026 | $1.3M |
| Q2 2026 | $799K |
| Q2 2026 | $219K |
| Q2 2026 | $257K |
| Q2 2026 | $2M |
| Q2 2026 | $1.1M |
| Q2 2026 | $269K |
| Q2 2026 | $3.1M |
| Q2 2026 | $3.9M |
| Q2 2026 | $1.5M |
| Q2 2026 | $3.7M |
| Q3 2026 | $2.2M |
| Q3 2026 | $1.2M |
| Q3 2026 | $791K |
| Q3 2026 | $218K |
| Q3 2026 | $2.8M |
| Q3 2026 | $250K |
| Q3 2026 | $2.6M |
| Q3 2026 | $1.4M |
| Q3 2026 | $1.1M |
| Q3 2026 | $252K |
| Q3 2026 | $3.2M |
| Q3 2026 | $3.8M |
| Q3 2026 | $1.4M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 9.2K | — | — |
| Q3 2026 | $1.4M | 5.0K | — | — |
| Q3 2026 | $3.8M | 17.7K | — | — |
| Q3 2026 | $3.2M | 36.0K | — | — |
| Q3 2026 | $252K | 2.8K | — | — |
| Q3 2026 | $1.1M | 1.6K | — | — |
| Q3 2026 | $1.4M | 28.6K | — | — |
| Q3 2026 | $2.6M | 24.0K | — | — |
| Q3 2026 | $250K | 4.4K | — | — |
| Q3 2026 | $2.8M | 22.0K | — | — |
| Q3 2026 | $218K | 3.7K | — | — |
| Q3 2026 | $791K | 11.2K | — | — |
| Q3 2026 | $1.2M | 12.3K | — | — |
| Q3 2026 | $2.2M | 25.4K | — | — |
| Q2 2026 | $3.7M | 9.9K | — | — |
| Q2 2026 | $1.5M | 5.0K | — | — |
| Q2 2026 | $3.9M | 17.7K | — | — |
| Q2 2026 | $3.1M | 36.0K | — | — |
| Q2 2026 | $269K | 2.8K | — | — |
| Q2 2026 | $1.1M | 1.6K | — | — |
| Q2 2026 | $2M | 38.6K | — | — |
| Q2 2026 | $257K | 4.4K | — | — |
| Q2 2026 | $219K | 3.7K | — | — |
| Q2 2026 | $799K | 11.2K | — | — |
| Q2 2026 | $1.3M | 12.3K | — | — |
| Q2 2026 | $226K | 3.5K | — | — |
| Q2 2026 | $3M | 34.6K | — | — |
| Q1 2026 | $2.9M | 9.2K | — | — |
| Q1 2026 | $1.3M | 5.1K | — | — |
| Q1 2026 | $3.5M | 17.7K | — | — |
| Q1 2026 | $2.6M | 6.0K | — | — |
| Q1 2026 | $246K | 2.8K | — | — |
| Q1 2026 | $980K | 1.6K | — | — |
| Q1 2026 | $1.8M | 36.9K | — | — |
| Q1 2026 | $257K | 4.3K | — | — |
| Q1 2026 | $718K | 11.2K | — | — |
| Q1 2026 | $1.3M | 12.4K | — | — |
| Q1 2026 | $226K | 3.5K | — | — |
| Q1 2026 | $2.1M | 27.8K | — | — |
| Q4 2025 | $2.9M | 8.7K | — | — |
| Q4 2025 | $1.3M | 5.0K | — | — |
| Q4 2025 | $3.4M | 17.7K | — | — |
| Q4 2025 | $2.9M | 6.0K | — | — |
| Q4 2025 | $244K | 2.8K | — | — |
| Q4 2025 | $994K | 1.6K | — | — |
| Q4 2025 | $1.8M | 36.7K | — | — |
| Q4 2025 | $257K | 4.3K | — | — |
| Q4 2025 | $661K | 10.6K | — | — |
| Q4 2025 | $1.2M | 11.8K | — | — |
| Q4 2025 | $226K | 3.5K | — | — |
| Q4 2025 | $2.1M | 27.6K | — | — |
| Q3 2025 | $3.4M | 10.4K | — | — |
| Q3 2025 | $1.3M | 5.0K | — | — |
| Q3 2025 | $3.3M | 17.7K | — | — |
| Q3 2025 | $2.9M | 6.0K | — | — |
| Q3 2025 | $285K | 3.1K | — | — |
| Q3 2025 | $1M | 1.7K | — | — |
| Q3 2025 | $1.8M | 36.5K | — | — |
| Q3 2025 | $255K | 4.2K | — | — |
| Q3 2025 | $634K | 10.6K | — | — |
| Q3 2025 | $1.2M | 12.0K | — | — |
| Q3 2025 | $238K | 3.5K | — | — |
| Q3 2025 | $2M | 27.6K | — | — |