Back to VGES
VALLEY WEALTH MANAGERS, INC. → VGES
VALLEY WEALTH MANAGERS, INC. VGES Position History
VGES
Quarters held
197
Latest value
$41K
Q3 2026
Peak value
$63.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12K |
| Q3 2025 | $14K |
| Q3 2025 | $28K |
| Q3 2025 | $3.2M |
| Q3 2025 | $103K |
| Q3 2025 | $59 |
| Q3 2025 | $43K |
| Q3 2025 | $81K |
| Q3 2025 | $176K |
| Q3 2025 | $2.8M |
| Q3 2025 | $64K |
| Q3 2025 | $119K |
| Q3 2025 | $1.4M |
| Q3 2025 | $60K |
| Q3 2025 | $431K |
| Q3 2025 | $965K |
| Q3 2025 | $591K |
| Q3 2025 | $1.4M |
| Q3 2025 | $58K |
| Q3 2025 | $815K |
| Q3 2025 | $53.4M |
| Q3 2025 | $10K |
| Q3 2025 | $533K |
| Q3 2025 | $12K |
| Q3 2025 | $1.3M |
| Q3 2025 | $85K |
| Q3 2025 | $326K |
| Q3 2025 | $2.3M |
| Q3 2025 | $105K |
| Q3 2025 | $471K |
| Q3 2025 | $3.4M |
| Q3 2025 | $18K |
| Q3 2025 | $7K |
| Q3 2025 | $141K |
| Q3 2025 | $207K |
| Q3 2025 | $409K |
| Q3 2025 | $22.3M |
| Q3 2025 | $36K |
| Q4 2025 | $12K |
| Q4 2025 | $14K |
| Q4 2025 | $28K |
| Q4 2025 | $3.3M |
| Q4 2025 | $93K |
| Q4 2025 | $61 |
| Q4 2025 | $44K |
| Q4 2025 | $79K |
| Q4 2025 | $145K |
| Q4 2025 | $3M |
| Q4 2025 | $63K |
| Q4 2025 | $118K |
| Q4 2025 | $1.3M |
| Q4 2025 | $61K |
| Q4 2025 | $390K |
| Q4 2025 | $909K |
| Q4 2025 | $589K |
| Q4 2025 | $1.5M |
| Q4 2025 | $59K |
| Q4 2025 | $749K |
| Q4 2025 | $57.3M |
| Q4 2025 | $14K |
| Q4 2025 | $556K |
| Q4 2025 | $12K |
| Q4 2025 | $1.3M |
| Q4 2025 | $86K |
| Q4 2025 | $280K |
| Q4 2025 | $2.2M |
| Q4 2025 | $99K |
| Q4 2025 | $385K |
| Q4 2025 | $3.1M |
| Q4 2025 | $19K |
| Q4 2025 | $7K |
| Q4 2025 | $143K |
| Q4 2025 | $212K |
| Q4 2025 | $366K |
| Q4 2025 | $24.2M |
| Q4 2025 | $37K |
| Q1 2026 | $13K |
| Q1 2026 | $14K |
| Q1 2026 | $28K |
| Q1 2026 | $3.6M |
| Q1 2026 | $86K |
| Q1 2026 | $63 |
| Q1 2026 | $45K |
| Q1 2026 | $81K |
| Q1 2026 | $162K |
| Q1 2026 | $3.6M |
| Q1 2026 | $52K |
| Q1 2026 | $64K |
| Q1 2026 | $1.2M |
| Q1 2026 | $50K |
| Q1 2026 | $358K |
| Q1 2026 | $715K |
| Q1 2026 | $584K |
| Q1 2026 | $1.5M |
| Q1 2026 | $12K |
| Q1 2026 | $933K |
| Q1 2026 | $57.4M |
| Q1 2026 | $10K |
| Q1 2026 | $546K |
| Q1 2026 | $11K |
| Q1 2026 | $11K |
| Q1 2026 | $55K |
| Q1 2026 | $1.2M |
| Q1 2026 | $66K |
| Q1 2026 | $181K |
| Q1 2026 | $2.3M |
| Q1 2026 | $69K |
| Q1 2026 | $219K |
| Q1 2026 | $2.8M |
| Q1 2026 | $19K |
| Q1 2026 | $7K |
| Q1 2026 | $128K |
| Q1 2026 | $205K |
| Q1 2026 | $588K |
| Q1 2026 | $34.1M |
| Q1 2026 | $35K |
| Q2 2026 | $14K |
| Q2 2026 | $14K |
| Q2 2026 | $27K |
| Q2 2026 | $3.7M |
| Q2 2026 | $70K |
| Q2 2026 | $49K |
| Q2 2026 | $196K |
| Q2 2026 | $82K |
| Q2 2026 | $163K |
| Q2 2026 | $3.7M |
| Q2 2026 | $46K |
| Q2 2026 | $1.4M |
| Q2 2026 | $0 |
| Q2 2026 | $69K |
| Q2 2026 | $486K |
| Q2 2026 | $980K |
| Q2 2026 | $56 |
| Q2 2026 | $547K |
| Q2 2026 | $1.4M |
| Q2 2026 | $13K |
| Q2 2026 | $1.1M |
| Q2 2026 | $63.7M |
| Q2 2026 | $2K |
| Q2 2026 | $10K |
| Q2 2026 | $568K |
| Q2 2026 | $12K |
| Q2 2026 | $12K |
| Q2 2026 | $63K |
| Q2 2026 | $1.4M |
| Q2 2026 | $70K |
| Q2 2026 | $194K |
| Q2 2026 | $2.4M |
| Q2 2026 | $261K |
| Q2 2026 | $3.3M |
| Q2 2026 | $22K |
| Q2 2026 | $8K |
| Q2 2026 | $151K |
| Q2 2026 | $228K |
| Q2 2026 | $653K |
| Q2 2026 | $38M |
| Q2 2026 | $41K |
| Q3 2026 | $14K |
| Q3 2026 | $13K |
| Q3 2026 | $27K |
| Q3 2026 | $1.8M |
| Q3 2026 | $66K |
| Q3 2026 | $58K |
| Q3 2026 | $145K |
| Q3 2026 | $111K |
| Q3 2026 | $188K |
| Q3 2026 | $3.3M |
| Q3 2026 | $46K |
| Q3 2026 | $1.3M |
| Q3 2026 | $0 |
| Q3 2026 | $24K |
| Q3 2026 | $62K |
| Q3 2026 | $673K |
| Q3 2026 | $1M |
| Q3 2026 | $49 |
| Q3 2026 | $457K |
| Q3 2026 | $1.3M |
| Q3 2026 | $14K |
| Q3 2026 | $984K |
| Q3 2026 | $51.8M |
| Q3 2026 | $9K |
| Q3 2026 | $506K |
| Q3 2026 | $11K |
| Q3 2026 | $13K |
| Q3 2026 | $1M |
| Q3 2026 | $70K |
| Q3 2026 | $161K |
| Q3 2026 | $2.3M |
| Q3 2026 | $212K |
| Q3 2026 | $3.1M |
| Q3 2026 | $21K |
| Q3 2026 | $8K |
| Q3 2026 | $158K |
| Q3 2026 | $226K |
| Q3 2026 | $686K |
| Q3 2026 | $48.9M |
| Q3 2026 | $41K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $41K | 110 | — | — |
| Q3 2026 | $48.9M | 226.4K | — | — |
| Q3 2026 | $686K | 3.2K | — | — |
| Q3 2026 | $226K | 1.0K | — | — |
| Q3 2026 | $158K | 1.8K | — | — |
| Q3 2026 | $8K | 96 | — | — |
| Q3 2026 | $21K | 89 | — | — |
| Q3 2026 | $3.1M | 10.6K | — | — |
| Q3 2026 | $212K | 726 | — | — |
| Q3 2026 | $2.3M | 12.0K | — | — |
| Q3 2026 | $161K | 821 | — | — |
| Q3 2026 | $70K | 356 | — | — |
| Q3 2026 | $1M | 1.5K | — | — |
| Q3 2026 | $13K | 18 | — | — |
| Q3 2026 | $11K | 230 | — | — |
| Q3 2026 | $506K | 6.5K | — | — |
| Q3 2026 | $9K | 206 | — | — |
| Q3 2026 | $51.8M | 401.5K | — | — |
| Q3 2026 | $984K | 7.6K | — | — |
| Q3 2026 | $14K | 105 | — | — |
| Q3 2026 | $1.3M | 16.3K | — | — |
| Q3 2026 | $457K | 7.9K | — | — |
| Q3 2026 | $49 | 0 | — | — |
| Q3 2026 | $1M | 8.1K | — | — |
| Q3 2026 | $673K | 5.4K | — | — |
| Q3 2026 | $62K | 491 | — | — |
| Q3 2026 | $24K | 76 | — | — |
| Q3 2026 | $0 | 0 | — | — |
| Q3 2026 | $1.3M | 21.4K | — | — |
| Q3 2026 | $46K | 777 | — | — |
| Q3 2026 | $3.3M | 70.5K | — | — |
| Q3 2026 | $188K | 4.0K | — | — |
| Q3 2026 | $111K | 2.4K | — | — |
| Q3 2026 | $145K | 932 | — | — |
| Q3 2026 | $58K | 376 | — | — |
| Q3 2026 | $66K | 937 | — | — |
| Q3 2026 | $1.8M | 23.4K | — | — |
| Q3 2026 | $27K | 351 | — | — |
| Q3 2026 | $13K | 182 | — | — |
| Q3 2026 | $14K | 87 | — | — |
| Q2 2026 | $41K | 110 | — | — |
| Q2 2026 | $38M | 174.2K | — | — |
| Q2 2026 | $653K | 3.0K | — | — |
| Q2 2026 | $228K | 1.0K | — | — |
| Q2 2026 | $151K | 1.8K | — | — |
| Q2 2026 | $8K | 96 | — | — |
| Q2 2026 | $22K | 89 | — | — |
| Q2 2026 | $3.3M | 10.7K | — | — |
| Q2 2026 | $261K | 851 | — | — |
| Q2 2026 | $2.4M | 12.1K | — | — |
| Q2 2026 | $194K | 982 | — | — |
| Q2 2026 | $70K | 356 | — | — |
| Q2 2026 | $1.4M | 2.1K | — | — |
| Q2 2026 | $63K | 92 | — | — |
| Q2 2026 | $12K | 18 | — | — |
| Q2 2026 | $12K | 230 | — | — |
| Q2 2026 | $568K | 6.9K | — | — |
| Q2 2026 | $10K | 218 | — | — |
| Q2 2026 | $2K | 19 | — | — |
| Q2 2026 | $63.7M | 498.8K | — | — |
| Q2 2026 | $1.1M | 8.5K | — | — |
| Q2 2026 | $13K | 105 | — | — |
| Q2 2026 | $1.4M | 17.1K | — | — |
| Q2 2026 | $547K | 9.4K | — | — |
| Q2 2026 | $56 | 0 | — | — |
| Q2 2026 | $980K | 8.2K | — | — |
| Q2 2026 | $486K | 4.1K | — | — |
| Q2 2026 | $69K | 576 | — | — |
| Q2 2026 | $0 | 0 | — | — |
| Q2 2026 | $1.4M | 22.8K | — | — |
| Q2 2026 | $46K | 777 | — | — |
| Q2 2026 | $3.7M | 75.4K | — | — |
| Q2 2026 | $163K | 3.4K | — | — |
| Q2 2026 | $82K | 1.7K | — | — |
| Q2 2026 | $196K | 1.2K | — | — |
| Q2 2026 | $49K | 307 | — | — |
| Q2 2026 | $70K | 951 | — | — |
| Q2 2026 | $3.7M | 47.0K | — | — |
| Q2 2026 | $27K | 351 | — | — |
| Q2 2026 | $14K | 182 | — | — |
| Q2 2026 | $14K | 87 | — | — |
| Q1 2026 | $35K | 110 | — | — |
| Q1 2026 | $34.1M | 173.9K | — | — |
| Q1 2026 | $588K | 3.0K | — | — |
| Q1 2026 | $205K | 1.0K | — | — |
| Q1 2026 | $128K | 293 | — | — |
| Q1 2026 | $7K | 24 | — | — |
| Q1 2026 | $19K | 88 | — | — |
| Q1 2026 | $2.8M | 11.1K | — | — |
| Q1 2026 | $219K | 851 | — | — |
| Q1 2026 | $69K | 269 | — | — |
| Q1 2026 | $2.3M | 12.6K | — | — |
| Q1 2026 | $181K | 982 | — | — |
| Q1 2026 | $66K | 356 | — | — |
| Q1 2026 | $1.2M | 2.0K | — | — |
| Q1 2026 | $55K | 92 | — | — |
| Q1 2026 | $11K | 18 | — | — |
| Q1 2026 | $11K | 230 | — | — |
| Q1 2026 | $546K | 6.6K | — | — |
| Q1 2026 | $10K | 206 | — | — |
| Q1 2026 | $57.4M | 523.0K | — | — |
| Q1 2026 | $933K | 8.5K | — | — |
| Q1 2026 | $12K | 105 | — | — |
| Q1 2026 | $1.5M | 18.4K | — | — |
| Q1 2026 | $584K | 10.0K | — | — |
| Q1 2026 | $715K | 1.0K | — | — |
| Q1 2026 | $358K | 514 | — | — |
| Q1 2026 | $50K | 72 | — | — |
| Q1 2026 | $1.2M | 22.8K | — | — |
| Q1 2026 | $64K | 1.2K | — | — |
| Q1 2026 | $52K | 958 | — | — |
| Q1 2026 | $3.6M | 75.2K | — | — |
| Q1 2026 | $162K | 3.4K | — | — |
| Q1 2026 | $81K | 1.7K | — | — |
| Q1 2026 | $45K | 307 | — | — |
| Q1 2026 | $63 | 0 | — | — |
| Q1 2026 | $86K | 1.2K | — | — |
| Q1 2026 | $3.6M | 46.4K | — | — |
| Q1 2026 | $28K | 351 | — | — |
| Q1 2026 | $14K | 182 | — | — |
| Q1 2026 | $13K | 87 | — | — |
| Q4 2025 | $37K | 110 | — | — |
| Q4 2025 | $24.2M | 126.8K | — | — |
| Q4 2025 | $366K | 1.9K | — | — |
| Q4 2025 | $212K | 1.1K | — | — |
| Q4 2025 | $143K | 293 | — | — |
| Q4 2025 | $7K | 24 | — | — |
| Q4 2025 | $19K | 88 | — | — |
| Q4 2025 | $3.1M | 11.1K | — | — |
| Q4 2025 | $385K | 1.4K | — | — |
| Q4 2025 | $99K | 356 | — | — |
| Q4 2025 | $2.2M | 12.6K | — | — |
| Q4 2025 | $280K | 1.6K | — | — |
| Q4 2025 | $86K | 485 | — | — |
| Q4 2025 | $1.3M | 2.1K | — | — |
| Q4 2025 | $12K | 230 | — | — |
| Q4 2025 | $556K | 6.6K | — | — |
| Q4 2025 | $14K | 307 | — | — |
| Q4 2025 | $57.3M | 470.4K | — | — |
| Q4 2025 | $749K | 6.2K | — | — |
| Q4 2025 | $59K | 482 | — | — |
| Q4 2025 | $1.5M | 18.3K | — | — |
| Q4 2025 | $589K | 10.0K | — | — |
| Q4 2025 | $909K | 1.2K | — | — |
| Q4 2025 | $390K | 518 | — | — |
| Q4 2025 | $61K | 81 | — | — |
| Q4 2025 | $1.3M | 24.1K | — | — |
| Q4 2025 | $118K | 2.2K | — | — |
| Q4 2025 | $63K | 1.2K | — | — |
| Q4 2025 | $3M | 62.2K | — | — |
| Q4 2025 | $145K | 3.0K | — | — |
| Q4 2025 | $79K | 1.6K | — | — |
| Q4 2025 | $44K | 307 | — | — |
| Q4 2025 | $61 | 0 | — | — |
| Q4 2025 | $93K | 1.3K | — | — |
| Q4 2025 | $3.3M | 41.9K | — | — |
| Q4 2025 | $28K | 351 | — | — |
| Q4 2025 | $14K | 182 | — | — |
| Q4 2025 | $12K | 87 | — | — |
| Q3 2025 | $36K | 110 | — | — |
| Q3 2025 | $22.3M | 119.6K | — | — |
| Q3 2025 | $409K | 2.2K | — | — |
| Q3 2025 | $207K | 1.1K | — | — |
| Q3 2025 | $141K | 293 | — | — |
| Q3 2025 | $7K | 24 | — | — |
| Q3 2025 | $18K | 87 | — | — |
| Q3 2025 | $3.4M | 11.7K | — | — |
| Q3 2025 | $471K | 1.6K | — | — |
| Q3 2025 | $105K | 356 | — | — |
| Q3 2025 | $2.3M | 13.1K | — | — |
| Q3 2025 | $326K | 1.9K | — | — |
| Q3 2025 | $85K | 485 | — | — |
| Q3 2025 | $1.3M | 2.2K | — | — |
| Q3 2025 | $12K | 230 | — | — |
| Q3 2025 | $533K | 6.3K | — | — |
| Q3 2025 | $10K | 206 | — | — |
| Q3 2025 | $53.4M | 443.1K | — | — |
| Q3 2025 | $815K | 6.8K | — | — |
| Q3 2025 | $58K | 482 | — | — |
| Q3 2025 | $1.4M | 17.5K | — | — |
| Q3 2025 | $591K | 10.0K | — | — |
| Q3 2025 | $965K | 1.3K | — | — |
| Q3 2025 | $431K | 578 | — | — |
| Q3 2025 | $60K | 81 | — | — |
| Q3 2025 | $1.4M | 24.9K | — | — |
| Q3 2025 | $119K | 2.2K | — | — |
| Q3 2025 | $64K | 1.2K | — | — |
| Q3 2025 | $2.8M | 56.5K | — | — |
| Q3 2025 | $176K | 3.5K | — | — |
| Q3 2025 | $81K | 1.6K | — | — |
| Q3 2025 | $43K | 307 | — | — |
| Q3 2025 | $59 | 0 | — | — |
| Q3 2025 | $103K | 1.4K | — | — |
| Q3 2025 | $3.2M | 40.1K | — | — |
| Q3 2025 | $28K | 351 | — | — |
| Q3 2025 | $14K | 182 | — | — |
| Q3 2025 | $12K | 87 | — | — |