Back to VGES
WealthPlan Investment Management, LLC → VGES
WealthPlan Investment Management, LLC VGES Position History
VGES
Quarters held
84
Latest value
$2.4M
Q3 2026
Peak value
$58M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $314K |
| Q3 2025 | $272K |
| Q3 2025 | $271K |
| Q3 2025 | $705 |
| Q3 2025 | $1K |
| Q3 2025 | $344K |
| Q3 2025 | $516K |
| Q3 2025 | $1.4M |
| Q3 2025 | $137K |
| Q3 2025 | $440K |
| Q3 2025 | $582K |
| Q3 2025 | $454K |
| Q3 2025 | $2.1M |
| Q3 2025 | $58M |
| Q4 2025 | $2.3M |
| Q4 2025 | $350K |
| Q4 2025 | $307K |
| Q4 2025 | $274K |
| Q4 2025 | $718 |
| Q4 2025 | $277K |
| Q4 2025 | $1K |
| Q4 2025 | $355K |
| Q4 2025 | $444K |
| Q4 2025 | $140K |
| Q4 2025 | $1.2M |
| Q4 2025 | $702K |
| Q4 2025 | $636K |
| Q4 2025 | $469K |
| Q4 2025 | $56.9M |
| Q4 2025 | $2.2M |
| Q1 2026 | $6.1M |
| Q1 2026 | $1.5M |
| Q1 2026 | $254K |
| Q1 2026 | $655K |
| Q1 2026 | $287K |
| Q1 2026 | $741 |
| Q1 2026 | $362K |
| Q1 2026 | $1K |
| Q1 2026 | $475K |
| Q1 2026 | $134K |
| Q1 2026 | $2M |
| Q1 2026 | $241K |
| Q1 2026 | $987K |
| Q1 2026 | $1.1M |
| Q1 2026 | $844K |
| Q1 2026 | $2.1M |
| Q1 2026 | $48.1M |
| Q2 2026 | $5.8M |
| Q2 2026 | $1.4M |
| Q2 2026 | $4.2M |
| Q2 2026 | $248K |
| Q2 2026 | $318K |
| Q2 2026 | $770K |
| Q2 2026 | $307K |
| Q2 2026 | $790 |
| Q2 2026 | $401K |
| Q2 2026 | $1K |
| Q2 2026 | $562K |
| Q2 2026 | $154K |
| Q2 2026 | $5M |
| Q2 2026 | $210K |
| Q2 2026 | $1.2M |
| Q2 2026 | $1.3M |
| Q2 2026 | $922K |
| Q2 2026 | $54.1M |
| Q2 2026 | $2.2M |
| Q3 2026 | $5.9M |
| Q3 2026 | $1.5M |
| Q3 2026 | $3.9M |
| Q3 2026 | $891K |
| Q3 2026 | $748K |
| Q3 2026 | $776 |
| Q3 2026 | $262K |
| Q3 2026 | $1K |
| Q3 2026 | $396K |
| Q3 2026 | $593K |
| Q3 2026 | $5.5M |
| Q3 2026 | $157K |
| Q3 2026 | $206K |
| Q3 2026 | $1.2M |
| Q3 2026 | $1.4M |
| Q3 2026 | $927K |
| Q3 2026 | $54.8M |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 6.4K | — | — |
| Q3 2026 | $54.8M | 146.5K | — | — |
| Q3 2026 | $927K | 4.3K | — | — |
| Q3 2026 | $1.4M | 15.0K | — | — |
| Q3 2026 | $1.2M | 3.3K | — | — |
| Q3 2026 | $206K | 2.6K | — | — |
| Q3 2026 | $157K | 224 | — | — |
| Q3 2026 | $5.5M | 7.9K | — | — |
| Q3 2026 | $593K | 4.7K | — | — |
| Q3 2026 | $396K | 4.8K | — | — |
| Q3 2026 | $1K | 15 | — | — |
| Q3 2026 | $262K | 1.7K | — | — |
| Q3 2026 | $776 | 5 | — | — |
| Q3 2026 | $748K | 10.6K | — | — |
| Q3 2026 | $891K | 12.7K | — | — |
| Q3 2026 | $3.9M | 54.1K | — | — |
| Q3 2026 | $1.5M | 17.6K | — | — |
| Q3 2026 | $5.9M | 239.3K | — | — |
| Q2 2026 | $2.2M | 6.0K | — | — |
| Q2 2026 | $54.1M | 146.2K | — | — |
| Q2 2026 | $922K | 4.2K | — | — |
| Q2 2026 | $1.3M | 15.0K | — | — |
| Q2 2026 | $1.2M | 3.4K | — | — |
| Q2 2026 | $210K | 2.6K | — | — |
| Q2 2026 | $5M | 7.3K | — | — |
| Q2 2026 | $154K | 224 | — | — |
| Q2 2026 | $562K | 4.7K | — | — |
| Q2 2026 | $1K | 15 | — | — |
| Q2 2026 | $401K | 4.8K | — | — |
| Q2 2026 | $790 | 5 | — | — |
| Q2 2026 | $307K | 1.9K | — | — |
| Q2 2026 | $770K | 10.8K | — | — |
| Q2 2026 | $318K | 4.3K | — | — |
| Q2 2026 | $248K | 3.2K | — | — |
| Q2 2026 | $4.2M | 54.3K | — | — |
| Q2 2026 | $1.4M | 16.9K | — | — |
| Q2 2026 | $5.8M | 228.3K | — | — |
| Q1 2026 | $48.1M | 149.9K | — | — |
| Q1 2026 | $2.1M | 6.4K | — | — |
| Q1 2026 | $844K | 4.3K | — | — |
| Q1 2026 | $1.1M | 2.5K | — | — |
| Q1 2026 | $987K | 3.3K | — | — |
| Q1 2026 | $241K | 838 | — | — |
| Q1 2026 | $2M | 3.3K | — | — |
| Q1 2026 | $134K | 224 | — | — |
| Q1 2026 | $475K | 680 | — | — |
| Q1 2026 | $1K | 15 | — | — |
| Q1 2026 | $362K | 4.8K | — | — |
| Q1 2026 | $741 | 5 | — | — |
| Q1 2026 | $287K | 1.9K | — | — |
| Q1 2026 | $655K | 10.2K | — | — |
| Q1 2026 | $254K | 3.2K | — | — |
| Q1 2026 | $1.5M | 19.7K | — | — |
| Q1 2026 | $6.1M | 244.5K | — | — |
| Q4 2025 | $2.2M | 6.5K | — | — |
| Q4 2025 | $56.9M | 169.6K | — | — |
| Q4 2025 | $469K | 2.5K | — | — |
| Q4 2025 | $636K | 1.3K | — | — |
| Q4 2025 | $702K | 2.2K | — | — |
| Q4 2025 | $1.2M | 2.0K | — | — |
| Q4 2025 | $140K | 224 | — | — |
| Q4 2025 | $444K | 590 | — | — |
| Q4 2025 | $355K | 4.8K | — | — |
| Q4 2025 | $1K | 15 | — | — |
| Q4 2025 | $277K | 1.9K | — | — |
| Q4 2025 | $718 | 5 | — | — |
| Q4 2025 | $274K | 4.4K | — | — |
| Q4 2025 | $307K | 4.1K | — | — |
| Q4 2025 | $350K | 4.6K | — | — |
| Q4 2025 | $2.3M | 90.9K | — | — |
| Q3 2025 | $58M | 176.6K | — | — |
| Q3 2025 | $2.1M | 6.5K | — | — |
| Q3 2025 | $454K | 2.4K | — | — |
| Q3 2025 | $582K | 1.2K | — | — |
| Q3 2025 | $440K | 1.4K | — | — |
| Q3 2025 | $137K | 224 | — | — |
| Q3 2025 | $1.4M | 2.2K | — | — |
| Q3 2025 | $516K | 691 | — | — |
| Q3 2025 | $344K | 4.8K | — | — |
| Q3 2025 | $1K | 15 | — | — |
| Q3 2025 | $705 | 5 | — | — |
| Q3 2025 | $271K | 1.9K | — | — |
| Q3 2025 | $272K | 3.7K | — | — |
| Q3 2025 | $314K | 4.3K | — | — |