Back to VGES
True Wealth Design, LLC → VGES
True Wealth Design, LLC VGES Position History
VGES
Quarters held
66
Latest value
$3.2M
Q3 2026
Peak value
$4.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $55K |
| Q3 2025 | $43K |
| Q3 2025 | $263K |
| Q3 2025 | $5K |
| Q3 2025 | $39K |
| Q3 2025 | $66K |
| Q3 2025 | $35K |
| Q3 2025 | $51K |
| Q3 2025 | $4K |
| Q3 2025 | $54K |
| Q3 2025 | $50K |
| Q3 2025 | $2.5M |
| Q4 2025 | $1.5M |
| Q4 2025 | $41K |
| Q4 2025 | $268K |
| Q4 2025 | $39K |
| Q4 2025 | $64K |
| Q4 2025 | $35K |
| Q4 2025 | $24K |
| Q4 2025 | $16K |
| Q4 2025 | $67K |
| Q4 2025 | $4.9M |
| Q1 2026 | $48K |
| Q1 2026 | $42K |
| Q1 2026 | $274K |
| Q1 2026 | $13K |
| Q1 2026 | $36K |
| Q1 2026 | $69K |
| Q1 2026 | $35K |
| Q1 2026 | $101K |
| Q1 2026 | $123K |
| Q1 2026 | $50K |
| Q1 2026 | $119K |
| Q1 2026 | $231K |
| Q1 2026 | $2.4M |
| Q2 2026 | $1K |
| Q2 2026 | $28K |
| Q2 2026 | $46K |
| Q2 2026 | $327K |
| Q2 2026 | $16K |
| Q2 2026 | $14K |
| Q2 2026 | $50K |
| Q2 2026 | $68K |
| Q2 2026 | $35K |
| Q2 2026 | $27K |
| Q2 2026 | $102K |
| Q2 2026 | $45K |
| Q2 2026 | $53K |
| Q2 2026 | $10K |
| Q2 2026 | $2.7M |
| Q3 2026 | $102K |
| Q3 2026 | $15K |
| Q3 2026 | $47K |
| Q3 2026 | $320K |
| Q3 2026 | $594K |
| Q3 2026 | $15K |
| Q3 2026 | $14K |
| Q3 2026 | $42K |
| Q3 2026 | $60K |
| Q3 2026 | $40K |
| Q3 2026 | $104K |
| Q3 2026 | $36K |
| Q3 2026 | $718K |
| Q3 2026 | $50K |
| Q3 2026 | $9K |
| Q3 2026 | $3.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.2M | 8.5K | — | — |
| Q3 2026 | $9K | 32 | — | — |
| Q3 2026 | $50K | 232 | — | — |
| Q3 2026 | $718K | 8.0K | — | — |
| Q3 2026 | $36K | 157 | — | — |
| Q3 2026 | $104K | 149 | — | — |
| Q3 2026 | $40K | 705 | — | — |
| Q3 2026 | $60K | 348 | — | — |
| Q3 2026 | $42K | 331 | — | — |
| Q3 2026 | $14K | 161 | — | — |
| Q3 2026 | $15K | 260 | — | — |
| Q3 2026 | $594K | 3.8K | — | — |
| Q3 2026 | $320K | 4.5K | — | — |
| Q3 2026 | $47K | 312 | — | — |
| Q3 2026 | $15K | 117 | — | — |
| Q3 2026 | $102K | 1.2K | — | — |
| Q2 2026 | $2.7M | 7.3K | — | — |
| Q2 2026 | $10K | 32 | — | — |
| Q2 2026 | $53K | 243 | — | — |
| Q2 2026 | $45K | 523 | — | — |
| Q2 2026 | $102K | 149 | — | — |
| Q2 2026 | $27K | 525 | — | — |
| Q2 2026 | $35K | 585 | — | — |
| Q2 2026 | $68K | 348 | — | — |
| Q2 2026 | $50K | 416 | — | — |
| Q2 2026 | $14K | 161 | — | — |
| Q2 2026 | $16K | 260 | — | — |
| Q2 2026 | $327K | 4.6K | — | — |
| Q2 2026 | $46K | 312 | — | — |
| Q2 2026 | $28K | 201 | — | — |
| Q2 2026 | $1K | 45 | — | — |
| Q1 2026 | $2.4M | 7.4K | — | — |
| Q1 2026 | $231K | 882 | — | — |
| Q1 2026 | $119K | 609 | — | — |
| Q1 2026 | $50K | 114 | — | — |
| Q1 2026 | $123K | 668 | — | — |
| Q1 2026 | $101K | 169 | — | — |
| Q1 2026 | $35K | 585 | — | — |
| Q1 2026 | $69K | 348 | — | — |
| Q1 2026 | $36K | 52 | — | — |
| Q1 2026 | $13K | 161 | — | — |
| Q1 2026 | $274K | 4.3K | — | — |
| Q1 2026 | $42K | 312 | — | — |
| Q1 2026 | $48K | 418 | — | — |
| Q4 2025 | $4.9M | 14.7K | — | — |
| Q4 2025 | $67K | 352 | — | — |
| Q4 2025 | $16K | 33 | — | — |
| Q4 2025 | $24K | 38 | — | — |
| Q4 2025 | $35K | 585 | — | — |
| Q4 2025 | $64K | 348 | — | — |
| Q4 2025 | $39K | 52 | — | — |
| Q4 2025 | $268K | 4.3K | — | — |
| Q4 2025 | $41K | 312 | — | — |
| Q4 2025 | $1.5M | 19.4K | — | — |
| Q3 2025 | $2.5M | 7.6K | — | — |
| Q3 2025 | $50K | 195 | — | — |
| Q3 2025 | $54K | 290 | — | — |
| Q3 2025 | $4K | 19 | — | — |
| Q3 2025 | $51K | 83 | — | — |
| Q3 2025 | $35K | 585 | — | — |
| Q3 2025 | $66K | 348 | — | — |
| Q3 2025 | $39K | 52 | — | — |
| Q3 2025 | $5K | 98 | — | — |
| Q3 2025 | $263K | 4.4K | — | — |
| Q3 2025 | $43K | 335 | — | — |
| Q3 2025 | $55K | 754 | — | — |