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Whalen Wealth Management Inc. → VGES
Whalen Wealth Management Inc. VGES Position History
VGES
Quarters held
40
Latest value
$234K
Q3 2026
Peak value
$3.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $426K |
| Q3 2025 | $2.3M |
| Q3 2025 | $307K |
| Q3 2025 | $458K |
| Q3 2025 | $3.8M |
| Q3 2025 | $229K |
| Q3 2025 | $289K |
| Q3 2025 | $692K |
| Q3 2025 | $221K |
| Q4 2025 | $1.2M |
| Q4 2025 | $456K |
| Q4 2025 | $2.4M |
| Q4 2025 | $310K |
| Q4 2025 | $297K |
| Q4 2025 | $717K |
| Q4 2025 | $232K |
| Q1 2026 | $714K |
| Q1 2026 | $407K |
| Q1 2026 | $1.7M |
| Q1 2026 | $241K |
| Q1 2026 | $387K |
| Q1 2026 | $1.1M |
| Q1 2026 | $286K |
| Q1 2026 | $1.7M |
| Q2 2026 | $1.2M |
| Q2 2026 | $575K |
| Q2 2026 | $1.7M |
| Q2 2026 | $274K |
| Q2 2026 | $487K |
| Q2 2026 | $329K |
| Q2 2026 | $2.5M |
| Q2 2026 | $214K |
| Q3 2026 | $3.3M |
| Q3 2026 | $582K |
| Q3 2026 | $1.2M |
| Q3 2026 | $248K |
| Q3 2026 | $485K |
| Q3 2026 | $357K |
| Q3 2026 | $2.7M |
| Q3 2026 | $234K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $234K | 2.6K | — | — |
| Q3 2026 | $2.7M | 3.8K | — | — |
| Q3 2026 | $357K | 7.5K | — | — |
| Q3 2026 | $485K | 8.4K | — | — |
| Q3 2026 | $248K | 4.2K | — | — |
| Q3 2026 | $1.2M | 19.3K | — | — |
| Q3 2026 | $582K | 8.2K | — | — |
| Q3 2026 | $3.3M | 132.3K | — | — |
| Q2 2026 | $214K | 2.5K | — | — |
| Q2 2026 | $2.5M | 3.6K | — | — |
| Q2 2026 | $329K | 6.5K | — | — |
| Q2 2026 | $487K | 8.4K | — | — |
| Q2 2026 | $274K | 4.6K | — | — |
| Q2 2026 | $1.7M | 25.5K | — | — |
| Q2 2026 | $575K | 8.1K | — | — |
| Q2 2026 | $1.2M | 48.9K | — | — |
| Q1 2026 | $1.7M | 2.9K | — | — |
| Q1 2026 | $286K | 5.7K | — | — |
| Q1 2026 | $1.1M | 18.5K | — | — |
| Q1 2026 | $387K | 6.6K | — | — |
| Q1 2026 | $241K | 4.5K | — | — |
| Q1 2026 | $1.7M | 25.7K | — | — |
| Q1 2026 | $407K | 6.4K | — | — |
| Q1 2026 | $714K | 28.4K | — | — |
| Q4 2025 | $232K | 475 | — | — |
| Q4 2025 | $717K | 1.1K | — | — |
| Q4 2025 | $297K | 5.9K | — | — |
| Q4 2025 | $310K | 5.8K | — | — |
| Q4 2025 | $2.4M | 35.8K | — | — |
| Q4 2025 | $456K | 7.3K | — | — |
| Q4 2025 | $1.2M | 47.0K | — | — |
| Q3 2025 | $221K | 460 | — | — |
| Q3 2025 | $692K | 1.1K | — | — |
| Q3 2025 | $289K | 5.8K | — | — |
| Q3 2025 | $229K | 4.0K | — | — |
| Q3 2025 | $3.8M | 48.1K | — | — |
| Q3 2025 | $458K | 613 | — | — |
| Q3 2025 | $307K | 5.7K | — | — |
| Q3 2025 | $2.3M | 34.9K | — | — |
| Q3 2025 | $426K | 7.1K | — | — |