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Virginia Estate & Retirement Planning Advisors Inc. → VGES

Virginia Estate & Retirement Planning Advisors Inc. VGES Position History

VGES

Quarters held
12
Latest value
$190K
Q3 2026
Peak value
$9.8M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$32K
Q1 2026$4K
Q1 2026$398K
Q2 2026$37K
Q2 2026$9.6M
Q2 2026$5K
Q2 2026$191K
Q3 2026$71K
Q3 2026$9.8M
Q3 2026$4K
Q3 2026$38K
Q3 2026$190K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$190K2.1K——
Q3 2026$38K108——
Q3 2026$4K56——
Q3 2026$9.8M14.0K——
Q3 2026$71K457——
Q2 2026$191K2.2K——
Q2 2026$5K56——
Q2 2026$9.6M14.0K——
Q2 2026$37K108——
Q1 2026$398K3.4K——
Q1 2026$4K14——
Q1 2026$32K108——

Other funds holding VGES

Other Virginia Estate & Retirement Planning Advisors Inc. positions

ETHA

ISHARES TR

$34.4M
ETHA

ISHARES TR

$23.3M
ETHA

ISHARES TR

$23.2M
ETHA

ISHARES TR

$14.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$10.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$8.7M
QQQ

INVESCO QQQ TR

$6.3M
QQQ

INVESCO QQQ TR

$6.2M