Back to VGES

CFG Wealth Management Services, Inc. → VGES

CFG Wealth Management Services, Inc. VGES Position History

VGES

Quarters held
17
Latest value
$11K
Q3 2026
Peak value
$6.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$9K
Q4 2025$6.3M
Q4 2025$631K
Q4 2025$11K
Q4 2025$10K
Q1 2026$9K
Q1 2026$6.6M
Q1 2026$629K
Q1 2026$10K
Q1 2026$10K
Q2 2026$6.6M
Q2 2026$629K
Q3 2026$10K
Q3 2026$5.8M
Q3 2026$618K
Q3 2026$12K
Q3 2026$11K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11K39——
Q3 2026$12K147——
Q3 2026$618K10.7K——
Q3 2026$5.8M83.0K——
Q3 2026$10K76——
Q2 2026$629K10.7K——
Q2 2026$6.6M84.7K——
Q1 2026$10K39——
Q1 2026$10K36——
Q1 2026$629K10.7K——
Q1 2026$6.6M84.7K——
Q1 2026$9K75——
Q4 2025$10K38——
Q4 2025$11K36——
Q4 2025$631K10.7K——
Q4 2025$6.3M84.7K——
Q4 2025$9K75——

Other funds holding VGES

Other CFG Wealth Management Services, Inc. positions

SCHW-PJ

SCHWAB U.S. AGGREGATE BOND ETF

$14.1M
SCHW-PJ

SCHWAB U.S. AGGREGATE BOND ETF

$13.7M
SCHW-PJ

SCHWAB U.S. AGGREGATE BOND ETF

$13.7M
SCHW-PJ

SCHWAB US AGGREGATE BONDETF

$13.1M
SCHW-PJ

SCHWAB INTERNATIONAL EQUITY ETF

$9.1M
SCHW-PJ

SCHWAB INTERNATIONAL EQUITY ETF

$9.1M
SCHW-PJ

SCHWAB INTERNATIONAL EQUITY ETF

$8.9M
SCHW-PJ

SCHWAB INTERNATIONAL EQUITY ETF

$8.7M