Back to VGES
Wheelhouse Advisory Group LLC → VGES
Wheelhouse Advisory Group LLC VGES Position History
VGES
Quarters held
64
Latest value
$372K
Q3 2026
Peak value
$34.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $19M |
| Q3 2025 | $25.2M |
| Q3 2025 | $1.1M |
| Q3 2025 | $1.4M |
| Q3 2025 | $9.8M |
| Q3 2025 | $17.6M |
| Q3 2025 | $1.9M |
| Q3 2025 | $24.6M |
| Q3 2025 | $12.1M |
| Q3 2025 | $19.1M |
| Q3 2025 | $372K |
| Q4 2025 | $20M |
| Q4 2025 | $27.3M |
| Q4 2025 | $1.7M |
| Q4 2025 | $2.1M |
| Q4 2025 | $294K |
| Q4 2025 | $10.9M |
| Q4 2025 | $17.9M |
| Q4 2025 | $1.9M |
| Q4 2025 | $26.6M |
| Q4 2025 | $13.1M |
| Q4 2025 | $20.9M |
| Q4 2025 | $326K |
| Q4 2025 | $354K |
| Q1 2026 | $18.2M |
| Q1 2026 | $25.5M |
| Q1 2026 | $1.8M |
| Q1 2026 | $2.2M |
| Q1 2026 | $309K |
| Q1 2026 | $10.1M |
| Q1 2026 | $16.7M |
| Q1 2026 | $2.4M |
| Q1 2026 | $26M |
| Q1 2026 | $13.2M |
| Q1 2026 | $20.1M |
| Q1 2026 | $268K |
| Q1 2026 | $350K |
| Q2 2026 | $22.4M |
| Q2 2026 | $31.7M |
| Q2 2026 | $2.2M |
| Q2 2026 | $2.5M |
| Q2 2026 | $330K |
| Q2 2026 | $11.6M |
| Q2 2026 | $22.6M |
| Q2 2026 | $2.4M |
| Q2 2026 | $30.9M |
| Q2 2026 | $15.3M |
| Q2 2026 | $23.7M |
| Q2 2026 | $349K |
| Q2 2026 | $403K |
| Q3 2026 | $24.8M |
| Q3 2026 | $34.7M |
| Q3 2026 | $2.2M |
| Q3 2026 | $2.9M |
| Q3 2026 | $368K |
| Q3 2026 | $1M |
| Q3 2026 | $12.1M |
| Q3 2026 | $24.2M |
| Q3 2026 | $3.1M |
| Q3 2026 | $33.3M |
| Q3 2026 | $15.9M |
| Q3 2026 | $25.4M |
| Q3 2026 | $429K |
| Q3 2026 | $372K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $372K | 994 | — | — |
| Q3 2026 | $429K | 4.8K | — | — |
| Q3 2026 | $25.4M | 72.3K | — | — |
| Q3 2026 | $15.9M | 203.2K | — | — |
| Q3 2026 | $33.3M | 47.5K | — | — |
| Q3 2026 | $3.1M | 66.3K | — | — |
| Q3 2026 | $24.2M | 192.8K | — | — |
| Q3 2026 | $12.1M | 93.1K | — | — |
| Q3 2026 | $1M | 13.7K | — | — |
| Q3 2026 | $368K | 2.4K | — | — |
| Q3 2026 | $2.9M | 41.6K | — | — |
| Q3 2026 | $2.2M | 29.7K | — | — |
| Q3 2026 | $34.7M | 406.1K | — | — |
| Q3 2026 | $24.8M | 267.9K | — | — |
| Q2 2026 | $403K | 1.1K | — | — |
| Q2 2026 | $349K | 4.1K | — | — |
| Q2 2026 | $23.7M | 69.0K | — | — |
| Q2 2026 | $15.3M | 189.5K | — | — |
| Q2 2026 | $30.9M | 44.9K | — | — |
| Q2 2026 | $2.4M | 48.4K | — | — |
| Q2 2026 | $22.6M | 188.8K | — | — |
| Q2 2026 | $11.6M | 88.0K | — | — |
| Q2 2026 | $330K | 2.1K | — | — |
| Q2 2026 | $2.5M | 33.6K | — | — |
| Q2 2026 | $2.2M | 29.2K | — | — |
| Q2 2026 | $31.7M | 383.5K | — | — |
| Q2 2026 | $22.4M | 254.6K | — | — |
| Q1 2026 | $350K | 1.1K | — | — |
| Q1 2026 | $268K | 614 | — | — |
| Q1 2026 | $20.1M | 67.3K | — | — |
| Q1 2026 | $13.2M | 46.0K | — | — |
| Q1 2026 | $26M | 43.5K | — | — |
| Q1 2026 | $2.4M | 47.7K | — | — |
| Q1 2026 | $16.7M | 24.0K | — | — |
| Q1 2026 | $10.1M | 83.7K | — | — |
| Q1 2026 | $309K | 2.1K | — | — |
| Q1 2026 | $2.2M | 29.3K | — | — |
| Q1 2026 | $1.8M | 23.9K | — | — |
| Q1 2026 | $25.5M | 62.6K | — | — |
| Q1 2026 | $18.2M | 49.7K | — | — |
| Q4 2025 | $354K | 1.0K | — | — |
| Q4 2025 | $326K | 662 | — | — |
| Q4 2025 | $20.9M | 65.7K | — | — |
| Q4 2025 | $13.1M | 44.8K | — | — |
| Q4 2025 | $26.6M | 42.0K | — | — |
| Q4 2025 | $1.9M | 37.5K | — | — |
| Q4 2025 | $17.9M | 23.5K | — | — |
| Q4 2025 | $10.9M | 80.7K | — | — |
| Q4 2025 | $294K | 2.0K | — | — |
| Q4 2025 | $2.1M | 27.8K | — | — |
| Q4 2025 | $1.7M | 22.1K | — | — |
| Q4 2025 | $27.3M | 61.0K | — | — |
| Q4 2025 | $20M | 48.0K | — | — |
| Q3 2025 | $372K | 1.1K | — | — |
| Q3 2025 | $19.1M | 62.2K | — | — |
| Q3 2025 | $12.1M | 41.0K | — | — |
| Q3 2025 | $24.6M | 40.2K | — | — |
| Q3 2025 | $1.9M | 37.1K | — | — |
| Q3 2025 | $17.6M | 23.6K | — | — |
| Q3 2025 | $9.8M | 75.0K | — | — |
| Q3 2025 | $1.4M | 18.7K | — | — |
| Q3 2025 | $1.1M | 13.6K | — | — |
| Q3 2025 | $25.2M | 57.9K | — | — |
| Q3 2025 | $19M | 47.3K | — | — |