Back to VGES
Benchmark Financial Wealth Advisors, LLC → VGES
Benchmark Financial Wealth Advisors, LLC VGES Position History
VGES
Quarters held
35
Latest value
$28.5M
Q3 2026
Peak value
$28.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q3 2025 | $3.7M |
| Q3 2025 | $7.1M |
| Q3 2025 | $5.1M |
| Q3 2025 | $269K |
| Q3 2025 | $531K |
| Q3 2025 | $28.8M |
| Q4 2025 | $1.4M |
| Q4 2025 | $3.9M |
| Q4 2025 | $7.4M |
| Q4 2025 | $5M |
| Q4 2025 | $320K |
| Q4 2025 | $555K |
| Q4 2025 | $28.6M |
| Q1 2026 | $1.5M |
| Q1 2026 | $3.6M |
| Q1 2026 | $6.8M |
| Q1 2026 | $4.9M |
| Q1 2026 | $329K |
| Q1 2026 | $563K |
| Q1 2026 | $25.7M |
| Q2 2026 | $1.6M |
| Q2 2026 | $4M |
| Q2 2026 | $7.6M |
| Q2 2026 | $5.5M |
| Q2 2026 | $735K |
| Q2 2026 | $28.8M |
| Q3 2026 | $1.6M |
| Q3 2026 | $3.9M |
| Q3 2026 | $259K |
| Q3 2026 | $208K |
| Q3 2026 | $7.6M |
| Q3 2026 | $5.2M |
| Q3 2026 | $699K |
| Q3 2026 | $28.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $28.5M | 76.2K | — | — |
| Q3 2026 | $699K | 2.5K | — | — |
| Q3 2026 | $5.2M | 66.9K | — | — |
| Q3 2026 | $7.6M | 10.9K | — | — |
| Q3 2026 | $208K | 1.7K | — | — |
| Q3 2026 | $259K | 2.0K | — | — |
| Q3 2026 | $3.9M | 46.8K | — | — |
| Q3 2026 | $1.6M | 22.4K | — | — |
| Q2 2026 | $28.8M | 77.9K | — | — |
| Q2 2026 | $735K | 2.4K | — | — |
| Q2 2026 | $5.5M | 67.7K | — | — |
| Q2 2026 | $7.6M | 11.1K | — | — |
| Q2 2026 | $4M | 47.8K | — | — |
| Q2 2026 | $1.6M | 22.2K | — | — |
| Q1 2026 | $25.7M | 80.0K | — | — |
| Q1 2026 | $563K | 2.1K | — | — |
| Q1 2026 | $329K | 1.7K | — | — |
| Q1 2026 | $4.9M | 16.9K | — | — |
| Q1 2026 | $6.8M | 11.4K | — | — |
| Q1 2026 | $3.6M | 47.5K | — | — |
| Q1 2026 | $1.5M | 22.7K | — | — |
| Q4 2025 | $28.6M | 85.4K | — | — |
| Q4 2025 | $555K | 2.1K | — | — |
| Q4 2025 | $320K | 1.7K | — | — |
| Q4 2025 | $5M | 17.3K | — | — |
| Q4 2025 | $7.4M | 11.7K | — | — |
| Q4 2025 | $3.9M | 53.1K | — | — |
| Q4 2025 | $1.4M | 22.7K | — | — |
| Q3 2025 | $28.8M | 87.9K | — | — |
| Q3 2025 | $531K | 2.1K | — | — |
| Q3 2025 | $269K | 1.4K | — | — |
| Q3 2025 | $5.1M | 17.5K | — | — |
| Q3 2025 | $7.1M | 11.6K | — | — |
| Q3 2025 | $3.7M | 52.2K | — | — |
| Q3 2025 | $1.4M | 22.7K | — | — |