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Treasure Coast Financial Planning → VGES
Treasure Coast Financial Planning VGES Position History
VGES
Quarters held
8
Latest value
$4.4M
Q3 2026
Peak value
$4.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $229K |
| Q4 2025 | $4.1M |
| Q1 2026 | $234K |
| Q1 2026 | $3.8M |
| Q2 2026 | $260K |
| Q2 2026 | $4.4M |
| Q3 2026 | $255K |
| Q3 2026 | $4.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.4M | 11.8K | — | — |
| Q3 2026 | $255K | 3.0K | — | — |
| Q2 2026 | $4.4M | 11.8K | — | — |
| Q2 2026 | $260K | 3.0K | — | — |
| Q1 2026 | $3.8M | 11.8K | — | — |
| Q1 2026 | $234K | 3.0K | — | — |
| Q4 2025 | $4.1M | 12.4K | — | — |
| Q4 2025 | $229K | 3.0K | — | — |