Back to VGES
Birchwood Financial Partners, Inc. → VGES
Birchwood Financial Partners, Inc. VGES Position History
VGES
Quarters held
111
Latest value
$401K
Q3 2026
Peak value
$6.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $88K |
| Q4 2025 | $52K |
| Q4 2025 | $151K |
| Q4 2025 | $575K |
| Q4 2025 | $43K |
| Q4 2025 | $34K |
| Q4 2025 | $34K |
| Q4 2025 | $32K |
| Q4 2025 | $36K |
| Q4 2025 | $71K |
| Q4 2025 | $59K |
| Q4 2025 | $2.6M |
| Q4 2025 | $205K |
| Q4 2025 | $3K |
| Q4 2025 | $2K |
| Q4 2025 | $18K |
| Q4 2025 | $41K |
| Q4 2025 | $5K |
| Q4 2025 | $51K |
| Q4 2025 | $3.8M |
| Q4 2025 | $86K |
| Q4 2025 | $30K |
| Q4 2025 | $87K |
| Q4 2025 | $1.9M |
| Q4 2025 | $51K |
| Q4 2025 | $69K |
| Q4 2025 | $301K |
| Q1 2026 | $90K |
| Q1 2026 | $51K |
| Q1 2026 | $256K |
| Q1 2026 | $664K |
| Q1 2026 | $40K |
| Q1 2026 | $34K |
| Q1 2026 | $35K |
| Q1 2026 | $32K |
| Q1 2026 | $35K |
| Q1 2026 | $71K |
| Q1 2026 | $43K |
| Q1 2026 | $2.8M |
| Q1 2026 | $20K |
| Q1 2026 | $150K |
| Q1 2026 | $2K |
| Q1 2026 | $17K |
| Q1 2026 | $20K |
| Q1 2026 | $5K |
| Q1 2026 | $51K |
| Q1 2026 | $4M |
| Q1 2026 | $88K |
| Q1 2026 | $30K |
| Q1 2026 | $83K |
| Q1 2026 | $2.1M |
| Q1 2026 | $46K |
| Q1 2026 | $71K |
| Q1 2026 | $291K |
| Q2 2026 | $137K |
| Q2 2026 | $51K |
| Q2 2026 | $350K |
| Q2 2026 | $850K |
| Q2 2026 | $48K |
| Q2 2026 | $37K |
| Q2 2026 | $41K |
| Q2 2026 | $40K |
| Q2 2026 | $81K |
| Q2 2026 | $70K |
| Q2 2026 | $43K |
| Q2 2026 | $3.4M |
| Q2 2026 | $32K |
| Q2 2026 | $151K |
| Q2 2026 | $22K |
| Q2 2026 | $4K |
| Q2 2026 | $23K |
| Q2 2026 | $20K |
| Q2 2026 | $7K |
| Q2 2026 | $68K |
| Q2 2026 | $5.2M |
| Q2 2026 | $99K |
| Q2 2026 | $36K |
| Q2 2026 | $95K |
| Q2 2026 | $3.1M |
| Q2 2026 | $54K |
| Q2 2026 | $79K |
| Q2 2026 | $395K |
| Q3 2026 | $163K |
| Q3 2026 | $49K |
| Q3 2026 | $855K |
| Q3 2026 | $910K |
| Q3 2026 | $50K |
| Q3 2026 | $37K |
| Q3 2026 | $39K |
| Q3 2026 | $36K |
| Q3 2026 | $86K |
| Q3 2026 | $34K |
| Q3 2026 | $42K |
| Q3 2026 | $3.8M |
| Q3 2026 | $31K |
| Q3 2026 | $150K |
| Q3 2026 | $22K |
| Q3 2026 | $3K |
| Q3 2026 | $24K |
| Q3 2026 | $20K |
| Q3 2026 | $6K |
| Q3 2026 | $1K |
| Q3 2026 | $67K |
| Q3 2026 | $6.2M |
| Q3 2026 | $94K |
| Q3 2026 | $36K |
| Q3 2026 | $90K |
| Q3 2026 | $3.7M |
| Q3 2026 | $57K |
| Q3 2026 | $79K |
| Q3 2026 | $401K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $401K | 1.1K | — | — |
| Q3 2026 | $79K | 364 | — | — |
| Q3 2026 | $57K | 631 | — | — |
| Q3 2026 | $3.7M | 16.1K | — | — |
| Q3 2026 | $90K | 256 | — | — |
| Q3 2026 | $36K | 463 | — | — |
| Q3 2026 | $94K | 407 | — | — |
| Q3 2026 | $6.2M | 8.8K | — | — |
| Q3 2026 | $67K | 1.4K | — | — |
| Q3 2026 | $1K | 23 | — | — |
| Q3 2026 | $6K | 54 | — | — |
| Q3 2026 | $20K | 351 | — | — |
| Q3 2026 | $24K | 195 | — | — |
| Q3 2026 | $3K | 44 | — | — |
| Q3 2026 | $22K | 139 | — | — |
| Q3 2026 | $150K | 3.0K | — | — |
| Q3 2026 | $31K | 202 | — | — |
| Q3 2026 | $3.8M | 54.0K | — | — |
| Q3 2026 | $42K | 594 | — | — |
| Q3 2026 | $34K | 452 | — | — |
| Q3 2026 | $86K | 875 | — | — |
| Q3 2026 | $36K | 261 | — | — |
| Q3 2026 | $39K | 351 | — | — |
| Q3 2026 | $37K | 168 | — | — |
| Q3 2026 | $50K | 583 | — | — |
| Q3 2026 | $910K | 6.7K | — | — |
| Q3 2026 | $855K | 10.6K | — | — |
| Q3 2026 | $49K | 825 | — | — |
| Q3 2026 | $163K | 1.9K | — | — |
| Q2 2026 | $395K | 1.1K | — | — |
| Q2 2026 | $79K | 363 | — | — |
| Q2 2026 | $54K | 631 | — | — |
| Q2 2026 | $3.1M | 12.8K | — | — |
| Q2 2026 | $95K | 277 | — | — |
| Q2 2026 | $36K | 441 | — | — |
| Q2 2026 | $99K | 406 | — | — |
| Q2 2026 | $5.2M | 7.5K | — | — |
| Q2 2026 | $68K | 1.4K | — | — |
| Q2 2026 | $7K | 54 | — | — |
| Q2 2026 | $20K | 350 | — | — |
| Q2 2026 | $23K | 195 | — | — |
| Q2 2026 | $4K | 70 | — | — |
| Q2 2026 | $22K | 139 | — | — |
| Q2 2026 | $151K | 3.0K | — | — |
| Q2 2026 | $32K | 201 | — | — |
| Q2 2026 | $3.4M | 47.8K | — | — |
| Q2 2026 | $43K | 591 | — | — |
| Q2 2026 | $70K | 900 | — | — |
| Q2 2026 | $81K | 800 | — | — |
| Q2 2026 | $40K | 260 | — | — |
| Q2 2026 | $41K | 349 | — | — |
| Q2 2026 | $37K | 168 | — | — |
| Q2 2026 | $48K | 583 | — | — |
| Q2 2026 | $850K | 6.4K | — | — |
| Q2 2026 | $350K | 4.3K | — | — |
| Q2 2026 | $51K | 815 | — | — |
| Q2 2026 | $137K | 1.6K | — | — |
| Q1 2026 | $291K | 907 | — | — |
| Q1 2026 | $71K | 361 | — | — |
| Q1 2026 | $46K | 105 | — | — |
| Q1 2026 | $2.1M | 10.3K | — | — |
| Q1 2026 | $83K | 276 | — | — |
| Q1 2026 | $30K | 104 | — | — |
| Q1 2026 | $88K | 405 | — | — |
| Q1 2026 | $4M | 6.7K | — | — |
| Q1 2026 | $51K | 1.0K | — | — |
| Q1 2026 | $5K | 54 | — | — |
| Q1 2026 | $20K | 350 | — | — |
| Q1 2026 | $17K | 24 | — | — |
| Q1 2026 | $2K | 44 | — | — |
| Q1 2026 | $150K | 3.0K | — | — |
| Q1 2026 | $20K | 135 | — | — |
| Q1 2026 | $2.8M | 44.4K | — | — |
| Q1 2026 | $43K | 588 | — | — |
| Q1 2026 | $71K | 900 | — | — |
| Q1 2026 | $35K | 350 | — | — |
| Q1 2026 | $32K | 260 | — | — |
| Q1 2026 | $35K | 348 | — | — |
| Q1 2026 | $34K | 167 | — | — |
| Q1 2026 | $40K | 97 | — | — |
| Q1 2026 | $664K | 5.9K | — | — |
| Q1 2026 | $256K | 3.6K | — | — |
| Q1 2026 | $51K | 815 | — | — |
| Q1 2026 | $90K | 1.2K | — | — |
| Q4 2025 | $301K | 898 | — | — |
| Q4 2025 | $69K | 360 | — | — |
| Q4 2025 | $51K | 105 | — | — |
| Q4 2025 | $1.9M | 9.2K | — | — |
| Q4 2025 | $87K | 276 | — | — |
| Q4 2025 | $30K | 104 | — | — |
| Q4 2025 | $86K | 404 | — | — |
| Q4 2025 | $3.8M | 6.1K | — | — |
| Q4 2025 | $51K | 1.0K | — | — |
| Q4 2025 | $5K | 54 | — | — |
| Q4 2025 | $41K | 700 | — | — |
| Q4 2025 | $18K | 24 | — | — |
| Q4 2025 | $2K | 44 | — | — |
| Q4 2025 | $3K | 60 | — | — |
| Q4 2025 | $205K | 4.1K | — | — |
| Q4 2025 | $2.6M | 42.1K | — | — |
| Q4 2025 | $59K | 795 | — | — |
| Q4 2025 | $71K | 900 | — | — |
| Q4 2025 | $36K | 350 | — | — |
| Q4 2025 | $32K | 260 | — | — |
| Q4 2025 | $34K | 348 | — | — |
| Q4 2025 | $34K | 167 | — | — |
| Q4 2025 | $43K | 97 | — | — |
| Q4 2025 | $575K | 4.8K | — | — |
| Q4 2025 | $151K | 2.1K | — | — |
| Q4 2025 | $52K | 815 | — | — |
| Q4 2025 | $88K | 1.2K | — | — |
Other funds holding VGES
Other Birchwood Financial Partners, Inc. positions
ETHA
$9.2MISHARES ESG AWARE MSCI USA ETF
ETHA
$7.9MISHARES ESG AWARE MSCI USA ETF
ETHA
$7.2MISHARES ESG AWARE MSCI USA ETF
PDI
$7MPIMCO ACTIVE BOND EXCHANGE-TRADED FUND
ETHA
$6.7MISHARES ESG AWARE MSCI USA ETF
SCHW-PJ
$6.1MSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
PDI
$5.7MPIMCO ACTIVE BOND EXCHANGE-TRADED FUND
AAPL
$5.7MAPPLE INC