Agentic — VG dossier

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VG$12.81+44.26%

5d -2.4%earnings Nov 10in 22d52wk high $17.62 · -27.3%

6-month trend +6.0%

Realized P&L

$447.13

Closed trades

Win rate

57%

Still held

$15,420.68

Avg cost

$8.54

Options positions (ledger as of 2026-10-07T11:30)

Expiry	Side	Contracts	Net cost
2027-01-15	short	1	-$120.00

avg_price is per-contract dollars; shorts carry negative credits.

Research mentions — timeline (1)

newest first · undated last

2026-09-23Aug 25 DO NOW batch appears UNEXECUTED on broker truth (CRWV still held full; HOOD/NBIS/AMZN/VG at pre-trim size). Wash-sale stay-out expired → TLH intent still executable. Surfaced on the review board, not actioned.

→ search the full corpus for VG

Library documents (7)

ACTION TRACKER - Single Source of Truth · Decision Queue

Equity Tax-Loss Harvest & Profit-Taking Plan · Decision Queue

NEXT MOVES — First Brief · Decision Queue

Profit-Taking Ladder — Candidate Trim Levels · Decision Queue

Rebalancing & Position-Sizing Proposal (De-risk the Top-Three Concentration) · Decision Queue

Tax-Optimized Lot-Selection Spec — Precise Trim Lots (SpecID) · Decision Queue

Capital Allocation & Tax Playbook — Raj (account 476549654) · Playbook

Read-only insight page · assembled Oct 19, 2026 04:21 PM ET · not a trade recommendation; execution only in the agentic account after Raj agrees to a specific trade.