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United Wealth Management, LLC → VGES

United Wealth Management, LLC VGES Position History

VGES

Quarters held
14
Latest value
$554K
Q3 2026
Peak value
$21.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$337K
Q3 2025$20.3M
Q4 2025$345K
Q4 2025$21.8M
Q4 2025$490K
Q1 2026$296K
Q1 2026$21.8M
Q1 2026$503K
Q2 2026$336K
Q2 2026$21.6M
Q2 2026$559K
Q3 2026$336K
Q3 2026$21.3M
Q3 2026$554K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$554K2.6K——
Q3 2026$21.3M375.3K——
Q3 2026$336K2.1K——
Q2 2026$559K2.6K——
Q2 2026$21.6M366.7K——
Q2 2026$336K2.1K——
Q1 2026$503K2.6K——
Q1 2026$21.8M365.6K——
Q1 2026$296K2.1K——
Q4 2025$490K2.6K——
Q4 2025$21.8M363.7K——
Q4 2025$345K2.4K——
Q3 2025$20.3M338.3K——
Q3 2025$337K2.4K——

Other funds holding VGES

Other United Wealth Management, LLC positions

HPE-PC

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QCOM

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HPE-PC

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$34.8M
QCOM

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$34.6M
HPE-PC

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$33.2M
QCOM

DIMENSIONAL ETF TRUST

$33.2M