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WealthPlan Investment Management, LLC → VMI
WealthPlan Investment Management, LLC VMI Position History
Valmont Industries, Inc. • Industrials
Quarters held
7
Latest value
$47K
Q3 2026
Peak value
$14.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.5M |
| Q4 2025 | $9.9M |
| Q1 2026 | $9.8M |
| Q2 2026 | $14.2M |
| Q2 2026 | $58K |
| Q3 2026 | $4.8M |
| Q3 2026 | $47K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $47K | 101 | — | — |
| Q3 2026 | $4.8M | 10.3K | — | — |
| Q2 2026 | $58K | 101 | — | — |
| Q2 2026 | $14.2M | 24.6K | — | — |
| Q1 2026 | $9.8M | 24.6K | — | — |
| Q4 2025 | $9.9M | 24.6K | — | — |
| Q3 2025 | $9.5M | 24.6K | — | — |
Other funds holding VMI
$381.5M
$381.5M
$286.2M
$258.5M
$162.3M
$140.6M