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Wavvest Wealth LLC → VGES

Wavvest Wealth LLC VGES Position History

VGES

Quarters held
5
Latest value
$1.1M
Q3 2026
Peak value
$2.9M
First seen
Q3 2026

Dollar value over time

Show data table
PeriodPosition value
Q3 2026$457K
Q3 2026$2.9M
Q3 2026$229K
Q3 2026$321K
Q3 2026$1.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.1M1.6K——
Q3 2026$321K457——
Q3 2026$229K2.9K——
Q3 2026$2.9M37.4K——
Q3 2026$457K2.9K——

Other funds holding VGES

Other Wavvest Wealth LLC positions

IVZ

INVESCO S&P 500 EQUAL WEIGHT ETF

$9.4M
ETHA

ISHARES CORE S&P 500 ETF

$8.9M
KOLD

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

$6.2M
JPM-PM

JPMORGAN ULTRA-SHORT INCOME ETF

$5.2M
ETHA

ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF

$4.7M
ETHA

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

$4.3M
PPT

PUTNAM FOCUSED LARGE CAP VALUE ETF

$4.1M
SPY

STATE STREET SPDR S&P 500 ETF

$4.1M