Back to VGES
Avidian Wealth Enterprises, LLC → VGES
Avidian Wealth Enterprises, LLC VGES Position History
VGES
Quarters held
195
Latest value
$5.5M
Q3 2026
Peak value
$41M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14.9M |
| Q3 2025 | $958K |
| Q3 2025 | $5.2M |
| Q3 2025 | $334K |
| Q3 2025 | $468K |
| Q3 2025 | $1.1M |
| Q3 2025 | $1.7M |
| Q3 2025 | $923K |
| Q3 2025 | $8.7M |
| Q3 2025 | $2M |
| Q3 2025 | $2.5M |
| Q3 2025 | $2.8M |
| Q3 2025 | $630K |
| Q3 2025 | $635K |
| Q3 2025 | $7M |
| Q3 2025 | $3.5M |
| Q3 2025 | $353K |
| Q3 2025 | $299K |
| Q3 2025 | $4.8M |
| Q3 2025 | $2.8M |
| Q3 2025 | $643K |
| Q3 2025 | $537K |
| Q3 2025 | $861K |
| Q3 2025 | $15.7M |
| Q3 2025 | $31.9M |
| Q3 2025 | $323K |
| Q3 2025 | $4.7M |
| Q3 2025 | $14.3M |
| Q3 2025 | $1.5M |
| Q3 2025 | $6.9M |
| Q3 2025 | $3.5M |
| Q3 2025 | $631K |
| Q3 2025 | $2.5M |
| Q4 2025 | $15.3M |
| Q4 2025 | $1.2M |
| Q4 2025 | $5.3M |
| Q4 2025 | $336K |
| Q4 2025 | $466K |
| Q4 2025 | $1.2M |
| Q4 2025 | $1.5M |
| Q4 2025 | $881K |
| Q4 2025 | $6.2M |
| Q4 2025 | $2M |
| Q4 2025 | $2.5M |
| Q4 2025 | $2.4M |
| Q4 2025 | $492K |
| Q4 2025 | $650K |
| Q4 2025 | $7.2M |
| Q4 2025 | $2.6M |
| Q4 2025 | $351K |
| Q4 2025 | $296K |
| Q4 2025 | $4.9M |
| Q4 2025 | $2.7M |
| Q4 2025 | $647K |
| Q4 2025 | $932K |
| Q4 2025 | $18.3M |
| Q4 2025 | $32.4M |
| Q4 2025 | $280K |
| Q4 2025 | $4.9M |
| Q4 2025 | $13.9M |
| Q4 2025 | $1.5M |
| Q4 2025 | $7M |
| Q4 2025 | $3.8M |
| Q4 2025 | $721K |
| Q4 2025 | $2.6M |
| Q1 2026 | $13.5M |
| Q1 2026 | $1.8M |
| Q1 2026 | $4.7M |
| Q1 2026 | $296K |
| Q1 2026 | $363K |
| Q1 2026 | $1.1M |
| Q1 2026 | $2M |
| Q1 2026 | $861K |
| Q1 2026 | $36.3M |
| Q1 2026 | $2.5M |
| Q1 2026 | $1.1M |
| Q1 2026 | $2.5M |
| Q1 2026 | $2.6M |
| Q1 2026 | $205K |
| Q1 2026 | $499K |
| Q1 2026 | $638K |
| Q1 2026 | $7.3M |
| Q1 2026 | $2.3M |
| Q1 2026 | $276K |
| Q1 2026 | $320K |
| Q1 2026 | $241K |
| Q1 2026 | $207K |
| Q1 2026 | $4.4M |
| Q1 2026 | $2.8M |
| Q1 2026 | $861K |
| Q1 2026 | $343K |
| Q1 2026 | $677K |
| Q1 2026 | $866K |
| Q1 2026 | $35.2M |
| Q1 2026 | $32.5M |
| Q1 2026 | $535K |
| Q1 2026 | $5.3M |
| Q1 2026 | $13.5M |
| Q1 2026 | $1.5M |
| Q1 2026 | $751K |
| Q1 2026 | $7.5M |
| Q1 2026 | $59K |
| Q1 2026 | $5.4M |
| Q1 2026 | $785K |
| Q1 2026 | $4.1M |
| Q2 2026 | $14.3M |
| Q2 2026 | $2M |
| Q2 2026 | $208K |
| Q2 2026 | $5.6M |
| Q2 2026 | $263K |
| Q2 2026 | $201K |
| Q2 2026 | $706K |
| Q2 2026 | $1.1M |
| Q2 2026 | $2.7M |
| Q2 2026 | $859K |
| Q2 2026 | $41M |
| Q2 2026 | $2.8M |
| Q2 2026 | $1.1M |
| Q2 2026 | $2.7M |
| Q2 2026 | $2.7M |
| Q2 2026 | $744K |
| Q2 2026 | $401K |
| Q2 2026 | $513K |
| Q2 2026 | $734K |
| Q2 2026 | $8.4M |
| Q2 2026 | $2.5M |
| Q2 2026 | $234K |
| Q2 2026 | $320K |
| Q2 2026 | $209K |
| Q2 2026 | $239K |
| Q2 2026 | $6.6M |
| Q2 2026 | $2.9M |
| Q2 2026 | $998K |
| Q2 2026 | $398K |
| Q2 2026 | $682K |
| Q2 2026 | $855K |
| Q2 2026 | $1.4M |
| Q2 2026 | $40.5M |
| Q2 2026 | $37.2M |
| Q2 2026 | $835K |
| Q2 2026 | $6.2M |
| Q2 2026 | $16.3M |
| Q2 2026 | $1.8M |
| Q2 2026 | $929K |
| Q2 2026 | $9.8M |
| Q2 2026 | $7.2M |
| Q2 2026 | $65K |
| Q2 2026 | $2.3M |
| Q2 2026 | $4.8M |
| Q3 2026 | $12.9M |
| Q3 2026 | $2.3M |
| Q3 2026 | $472K |
| Q3 2026 | $5.7M |
| Q3 2026 | $233K |
| Q3 2026 | $742K |
| Q3 2026 | $1.3M |
| Q3 2026 | $3.1M |
| Q3 2026 | $837K |
| Q3 2026 | $39.9M |
| Q3 2026 | $2.8M |
| Q3 2026 | $1.1M |
| Q3 2026 | $2.1M |
| Q3 2026 | $1M |
| Q3 2026 | $542K |
| Q3 2026 | $413K |
| Q3 2026 | $421K |
| Q3 2026 | $759K |
| Q3 2026 | $7.9M |
| Q3 2026 | $4.2M |
| Q3 2026 | $215K |
| Q3 2026 | $823K |
| Q3 2026 | $714K |
| Q3 2026 | $213K |
| Q3 2026 | $7.9M |
| Q3 2026 | $75K |
| Q3 2026 | $2.9M |
| Q3 2026 | $981K |
| Q3 2026 | $468K |
| Q3 2026 | $246K |
| Q3 2026 | $306K |
| Q3 2026 | $678K |
| Q3 2026 | $856K |
| Q3 2026 | $395K |
| Q3 2026 | $19.7M |
| Q3 2026 | $39.4M |
| Q3 2026 | $256K |
| Q3 2026 | $863K |
| Q3 2026 | $5.8M |
| Q3 2026 | $14.5M |
| Q3 2026 | $1.8M |
| Q3 2026 | $1.3M |
| Q3 2026 | $10.9M |
| Q3 2026 | $7.7M |
| Q3 2026 | $2.2M |
| Q3 2026 | $5.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.5M | 14.7K | — | — |
| Q3 2026 | $2.2M | 7.6K | — | — |
| Q3 2026 | $7.7M | 35.4K | — | — |
| Q3 2026 | $10.9M | 120.6K | — | — |
| Q3 2026 | $1.3M | 5.8K | — | — |
| Q3 2026 | $1.8M | 5.1K | — | — |
| Q3 2026 | $14.5M | 185.3K | — | — |
| Q3 2026 | $5.8M | 25.1K | — | — |
| Q3 2026 | $863K | 9.6K | — | — |
| Q3 2026 | $256K | 1.3K | — | — |
| Q3 2026 | $39.4M | 56.2K | — | — |
| Q3 2026 | $19.7M | 415.8K | — | — |
| Q3 2026 | $395K | 4.1K | — | — |
| Q3 2026 | $856K | 10.9K | — | — |
| Q3 2026 | $678K | 15.3K | — | — |
| Q3 2026 | $306K | 2.8K | — | — |
| Q3 2026 | $246K | 4.3K | — | — |
| Q3 2026 | $468K | 3.6K | — | — |
| Q3 2026 | $981K | 2.9K | — | — |
| Q3 2026 | $2.9M | 37.7K | — | — |
| Q3 2026 | $75K | 600 | — | — |
| Q3 2026 | $7.9M | 62.6K | — | — |
| Q3 2026 | $213K | 664 | — | — |
| Q3 2026 | $714K | 4.1K | — | — |
| Q3 2026 | $823K | 3.8K | — | — |
| Q3 2026 | $215K | 589 | — | — |
| Q3 2026 | $4.2M | 70.0K | — | — |
| Q3 2026 | $7.9M | 95.3K | — | — |
| Q3 2026 | $759K | 4.8K | — | — |
| Q3 2026 | $421K | 2.7K | — | — |
| Q3 2026 | $413K | 9.7K | — | — |
| Q3 2026 | $542K | 7.2K | — | — |
| Q3 2026 | $1M | 20.5K | — | — |
| Q3 2026 | $2.1M | 22.1K | — | — |
| Q3 2026 | $1.1M | 11.2K | — | — |
| Q3 2026 | $2.8M | 18.2K | — | — |
| Q3 2026 | $39.9M | 565.4K | — | — |
| Q3 2026 | $837K | 11.9K | — | — |
| Q3 2026 | $3.1M | 40.7K | — | — |
| Q3 2026 | $1.3M | 17.6K | — | — |
| Q3 2026 | $742K | 7.5K | — | — |
| Q3 2026 | $233K | 1.8K | — | — |
| Q3 2026 | $5.7M | 61.4K | — | — |
| Q3 2026 | $472K | 3.5K | — | — |
| Q3 2026 | $2.3M | 27.6K | — | — |
| Q3 2026 | $12.9M | 294.2K | — | — |
| Q2 2026 | $4.8M | 13.1K | — | — |
| Q2 2026 | $2.3M | 7.4K | — | — |
| Q2 2026 | $65K | 300 | — | — |
| Q2 2026 | $7.2M | 33.1K | — | — |
| Q2 2026 | $9.8M | 113.5K | — | — |
| Q2 2026 | $929K | 3.8K | — | — |
| Q2 2026 | $1.8M | 5.1K | — | — |
| Q2 2026 | $16.3M | 202.8K | — | — |
| Q2 2026 | $6.2M | 25.3K | — | — |
| Q2 2026 | $835K | 8.7K | — | — |
| Q2 2026 | $37.2M | 54.2K | — | — |
| Q2 2026 | $40.5M | 800.4K | — | — |
| Q2 2026 | $1.4M | 14.3K | — | — |
| Q2 2026 | $855K | 10.3K | — | — |
| Q2 2026 | $682K | 14.6K | — | — |
| Q2 2026 | $398K | 3.1K | — | — |
| Q2 2026 | $998K | 3.0K | — | — |
| Q2 2026 | $2.9M | 37.0K | — | — |
| Q2 2026 | $6.6M | 55.5K | — | — |
| Q2 2026 | $239K | 664 | — | — |
| Q2 2026 | $209K | 1.4K | — | — |
| Q2 2026 | $320K | 1.4K | — | — |
| Q2 2026 | $234K | 589 | — | — |
| Q2 2026 | $2.5M | 42.7K | — | — |
| Q2 2026 | $8.4M | 100.5K | — | — |
| Q2 2026 | $734K | 4.7K | — | — |
| Q2 2026 | $513K | 3.3K | — | — |
| Q2 2026 | $401K | 8.9K | — | — |
| Q2 2026 | $744K | 9.8K | — | — |
| Q2 2026 | $2.7M | 55.0K | — | — |
| Q2 2026 | $2.7M | 28.5K | — | — |
| Q2 2026 | $1.1M | 11.5K | — | — |
| Q2 2026 | $2.8M | 17.4K | — | — |
| Q2 2026 | $41M | 575.3K | — | — |
| Q2 2026 | $859K | 11.7K | — | — |
| Q2 2026 | $2.7M | 35.3K | — | — |
| Q2 2026 | $1.1M | 14.9K | — | — |
| Q2 2026 | $706K | 7.0K | — | — |
| Q2 2026 | $201K | 1.5K | — | — |
| Q2 2026 | $263K | 1.9K | — | — |
| Q2 2026 | $5.6M | 63.8K | — | — |
| Q2 2026 | $208K | 1.6K | — | — |
| Q2 2026 | $2M | 23.4K | — | — |
| Q2 2026 | $14.3M | 304.0K | — | — |
| Q1 2026 | $4.1M | 12.6K | — | — |
| Q1 2026 | $785K | 3.0K | — | — |
| Q1 2026 | $5.4M | 27.4K | — | — |
| Q1 2026 | $59K | 300 | — | — |
| Q1 2026 | $7.5M | 17.2K | — | — |
| Q1 2026 | $751K | 3.7K | — | — |
| Q1 2026 | $1.5M | 5.1K | — | — |
| Q1 2026 | $13.5M | 47.2K | — | — |
| Q1 2026 | $5.3M | 24.5K | — | — |
| Q1 2026 | $535K | 6.0K | — | — |
| Q1 2026 | $32.5M | 54.3K | — | — |
| Q1 2026 | $35.2M | 705.7K | — | — |
| Q1 2026 | $866K | 10.5K | — | — |
| Q1 2026 | $677K | 14.4K | — | — |
| Q1 2026 | $343K | 3.1K | — | — |
| Q1 2026 | $861K | 3.0K | — | — |
| Q1 2026 | $2.8M | 35.0K | — | — |
| Q1 2026 | $4.4M | 6.3K | — | — |
| Q1 2026 | $207K | 664 | — | — |
| Q1 2026 | $241K | 1.4K | — | — |
| Q1 2026 | $320K | 1.4K | — | — |
| Q1 2026 | $276K | 769 | — | — |
| Q1 2026 | $2.3M | 42.5K | — | — |
| Q1 2026 | $7.3M | 97.6K | — | — |
| Q1 2026 | $638K | 4.6K | — | — |
| Q1 2026 | $499K | 3.4K | — | — |
| Q1 2026 | $205K | 4.6K | — | — |
| Q1 2026 | $2.6M | 51.4K | — | — |
| Q1 2026 | $2.5M | 27.8K | — | — |
| Q1 2026 | $1.1M | 11.5K | — | — |
| Q1 2026 | $2.5M | 16.7K | — | — |
| Q1 2026 | $36.3M | 567.2K | — | — |
| Q1 2026 | $861K | 11.7K | — | — |
| Q1 2026 | $2M | 26.1K | — | — |
| Q1 2026 | $1.1M | 14.8K | — | — |
| Q1 2026 | $363K | 3.6K | — | — |
| Q1 2026 | $296K | 2.6K | — | — |
| Q1 2026 | $4.7M | 12.9K | — | — |
| Q1 2026 | $1.8M | 23.8K | — | — |
| Q1 2026 | $13.5M | 291.8K | — | — |
| Q4 2025 | $2.6M | 7.9K | — | — |
| Q4 2025 | $721K | 2.8K | — | — |
| Q4 2025 | $3.8M | 19.8K | — | — |
| Q4 2025 | $7M | 14.4K | — | — |
| Q4 2025 | $1.5M | 4.9K | — | — |
| Q4 2025 | $13.9M | 47.9K | — | — |
| Q4 2025 | $4.9M | 23.1K | — | — |
| Q4 2025 | $280K | 3.2K | — | — |
| Q4 2025 | $32.4M | 51.7K | — | — |
| Q4 2025 | $18.3M | 364.2K | — | — |
| Q4 2025 | $932K | 11.1K | — | — |
| Q4 2025 | $647K | 13.7K | — | — |
| Q4 2025 | $2.7M | 33.7K | — | — |
| Q4 2025 | $4.9M | 6.5K | — | — |
| Q4 2025 | $296K | 1.4K | — | — |
| Q4 2025 | $351K | 890 | — | — |
| Q4 2025 | $2.6M | 47.6K | — | — |
| Q4 2025 | $7.2M | 98.4K | — | — |
| Q4 2025 | $650K | 4.6K | — | — |
| Q4 2025 | $492K | 3.4K | — | — |
| Q4 2025 | $2.4M | 48.5K | — | — |
| Q4 2025 | $2.5M | 27.7K | — | — |
| Q4 2025 | $2M | 14.2K | — | — |
| Q4 2025 | $6.2M | 98.5K | — | — |
| Q4 2025 | $881K | 11.9K | — | — |
| Q4 2025 | $1.5M | 19.4K | — | — |
| Q4 2025 | $1.2M | 14.8K | — | — |
| Q4 2025 | $466K | 4.6K | — | — |
| Q4 2025 | $336K | 3.0K | — | — |
| Q4 2025 | $5.3M | 12.9K | — | — |
| Q4 2025 | $1.2M | 15.9K | — | — |
| Q4 2025 | $15.3M | 323.8K | — | — |
| Q3 2025 | $2.5M | 7.6K | — | — |
| Q3 2025 | $631K | 2.5K | — | — |
| Q3 2025 | $3.5M | 18.5K | — | — |
| Q3 2025 | $6.9M | 14.3K | — | — |
| Q3 2025 | $1.5M | 4.9K | — | — |
| Q3 2025 | $14.3M | 48.8K | — | — |
| Q3 2025 | $4.7M | 22.5K | — | — |
| Q3 2025 | $323K | 3.5K | — | — |
| Q3 2025 | $31.9M | 52.0K | — | — |
| Q3 2025 | $15.7M | 313.7K | — | — |
| Q3 2025 | $861K | 10.2K | — | — |
| Q3 2025 | $537K | 6.9K | — | — |
| Q3 2025 | $643K | 13.7K | — | — |
| Q3 2025 | $2.8M | 34.7K | — | — |
| Q3 2025 | $4.8M | 6.5K | — | — |
| Q3 2025 | $299K | 1.4K | — | — |
| Q3 2025 | $353K | 890 | — | — |
| Q3 2025 | $3.5M | 65.1K | — | — |
| Q3 2025 | $7M | 98.5K | — | — |
| Q3 2025 | $635K | 4.6K | — | — |
| Q3 2025 | $630K | 4.4K | — | — |
| Q3 2025 | $2.8M | 55.7K | — | — |
| Q3 2025 | $2.5M | 27.7K | — | — |
| Q3 2025 | $2M | 14.1K | — | — |
| Q3 2025 | $8.7M | 144.9K | — | — |
| Q3 2025 | $923K | 12.4K | — | — |
| Q3 2025 | $1.7M | 21.1K | — | — |
| Q3 2025 | $1.1M | 14.4K | — | — |
| Q3 2025 | $468K | 4.6K | — | — |
| Q3 2025 | $334K | 3.0K | — | — |
| Q3 2025 | $5.2M | 12.9K | — | — |
| Q3 2025 | $958K | 13.0K | — | — |
| Q3 2025 | $14.9M | 319.9K | — | — |