Back to VGES
Concord Wealth Partners → VGES
Concord Wealth Partners VGES Position History
VGES
Quarters held
171
Latest value
$2M
Q3 2026
Peak value
$34.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $34K |
| Q3 2025 | $185K |
| Q3 2025 | $217K |
| Q3 2025 | $220K |
| Q3 2025 | $14K |
| Q3 2025 | $231K |
| Q3 2025 | $6K |
| Q3 2025 | $177K |
| Q3 2025 | $111K |
| Q3 2025 | $1.1M |
| Q3 2025 | $212K |
| Q3 2025 | $6.4M |
| Q3 2025 | $1K |
| Q3 2025 | $100 |
| Q3 2025 | $11K |
| Q3 2025 | $141K |
| Q3 2025 | $36K |
| Q3 2025 | $25K |
| Q3 2025 | $813K |
| Q3 2025 | $38K |
| Q3 2025 | $115K |
| Q3 2025 | $82K |
| Q3 2025 | $520K |
| Q3 2025 | $1.1M |
| Q3 2025 | $1.7M |
| Q3 2025 | $196K |
| Q3 2025 | $44K |
| Q3 2025 | $5K |
| Q3 2025 | $215 |
| Q3 2025 | $89K |
| Q3 2025 | $71K |
| Q3 2025 | $72K |
| Q3 2025 | $54K |
| Q3 2025 | $30K |
| Q3 2025 | $1.8M |
| Q4 2025 | $35K |
| Q4 2025 | $189K |
| Q4 2025 | $219K |
| Q4 2025 | $232K |
| Q4 2025 | $14K |
| Q4 2025 | $231K |
| Q4 2025 | $6K |
| Q4 2025 | $178K |
| Q4 2025 | $116K |
| Q4 2025 | $1.1M |
| Q4 2025 | $225K |
| Q4 2025 | $6.7M |
| Q4 2025 | $1K |
| Q4 2025 | $101 |
| Q4 2025 | $11K |
| Q4 2025 | $112K |
| Q4 2025 | $37K |
| Q4 2025 | $26K |
| Q4 2025 | $831K |
| Q4 2025 | $38K |
| Q4 2025 | $10K |
| Q4 2025 | $5K |
| Q4 2025 | $103K |
| Q4 2025 | $510K |
| Q4 2025 | $1.1M |
| Q4 2025 | $204K |
| Q4 2025 | $1.7M |
| Q4 2025 | $81K |
| Q4 2025 | $128K |
| Q4 2025 | $3K |
| Q4 2025 | $220 |
| Q4 2025 | $54K |
| Q4 2025 | $50K |
| Q4 2025 | $55K |
| Q4 2025 | $31K |
| Q4 2025 | $1.8M |
| Q1 2026 | $213K |
| Q1 2026 | $228K |
| Q1 2026 | $1.2M |
| Q1 2026 | $236K |
| Q1 2026 | $7.2M |
| Q1 2026 | $806K |
| Q1 2026 | $31.7M |
| Q1 2026 | $466K |
| Q1 2026 | $1M |
| Q1 2026 | $300K |
| Q1 2026 | $1.7M |
| Q1 2026 | $1.7M |
| Q2 2026 | $290K |
| Q2 2026 | $207K |
| Q2 2026 | $234K |
| Q2 2026 | $259K |
| Q2 2026 | $15K |
| Q2 2026 | $2K |
| Q2 2026 | $49K |
| Q2 2026 | $226K |
| Q2 2026 | $6K |
| Q2 2026 | $517K |
| Q2 2026 | $147K |
| Q2 2026 | $1.2M |
| Q2 2026 | $246K |
| Q2 2026 | $7.6M |
| Q2 2026 | $151K |
| Q2 2026 | $146K |
| Q2 2026 | $76K |
| Q2 2026 | $99 |
| Q2 2026 | $7K |
| Q2 2026 | $2K |
| Q2 2026 | $81K |
| Q2 2026 | $36K |
| Q2 2026 | $42K |
| Q2 2026 | $901 |
| Q2 2026 | $31K |
| Q2 2026 | $2.6M |
| Q2 2026 | $42K |
| Q2 2026 | $33.1M |
| Q2 2026 | $5K |
| Q2 2026 | $108K |
| Q2 2026 | $565K |
| Q2 2026 | $1.1M |
| Q2 2026 | $141K |
| Q2 2026 | $1.9M |
| Q2 2026 | $193K |
| Q2 2026 | $144K |
| Q2 2026 | $4K |
| Q2 2026 | $5K |
| Q2 2026 | $60K |
| Q2 2026 | $100K |
| Q2 2026 | $67K |
| Q2 2026 | $64K |
| Q2 2026 | $46K |
| Q2 2026 | $2.3M |
| Q3 2026 | $253K |
| Q3 2026 | $887 |
| Q3 2026 | $212K |
| Q3 2026 | $247K |
| Q3 2026 | $257K |
| Q3 2026 | $2K |
| Q3 2026 | $2K |
| Q3 2026 | $45K |
| Q3 2026 | $232K |
| Q3 2026 | $6K |
| Q3 2026 | $377K |
| Q3 2026 | $146K |
| Q3 2026 | $1M |
| Q3 2026 | $253K |
| Q3 2026 | $7.7M |
| Q3 2026 | $150K |
| Q3 2026 | $1K |
| Q3 2026 | $67K |
| Q3 2026 | $94 |
| Q3 2026 | $7K |
| Q3 2026 | $947 |
| Q3 2026 | $80K |
| Q3 2026 | $47K |
| Q3 2026 | $1K |
| Q3 2026 | $28K |
| Q3 2026 | $1.5M |
| Q3 2026 | $40K |
| Q3 2026 | $34.1M |
| Q3 2026 | $94K |
| Q3 2026 | $87K |
| Q3 2026 | $1.4M |
| Q3 2026 | $1M |
| Q3 2026 | $209K |
| Q3 2026 | $1.9M |
| Q3 2026 | $191K |
| Q3 2026 | $44K |
| Q3 2026 | $4K |
| Q3 2026 | $5K |
| Q3 2026 | $59K |
| Q3 2026 | $44K |
| Q3 2026 | $71K |
| Q3 2026 | $63K |
| Q3 2026 | $43K |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 5.3K | — | — |
| Q3 2026 | $43K | 150 | — | — |
| Q3 2026 | $63K | 290 | — | — |
| Q3 2026 | $71K | 783 | — | — |
| Q3 2026 | $44K | 188 | — | — |
| Q3 2026 | $59K | 749 | — | — |
| Q3 2026 | $5K | 21 | — | — |
| Q3 2026 | $4K | 40 | — | — |
| Q3 2026 | $44K | 150 | — | — |
| Q3 2026 | $191K | 979 | — | — |
| Q3 2026 | $1.9M | 2.8K | — | — |
| Q3 2026 | $209K | 4.4K | — | — |
| Q3 2026 | $1M | 13.1K | — | — |
| Q3 2026 | $1.4M | 25.6K | — | — |
| Q3 2026 | $87K | 678 | — | — |
| Q3 2026 | $94K | 1.2K | — | — |
| Q3 2026 | $34.1M | 593.3K | — | — |
| Q3 2026 | $40K | 185 | — | — |
| Q3 2026 | $1.5M | 12.2K | — | — |
| Q3 2026 | $28K | 86 | — | — |
| Q3 2026 | $1K | 6 | — | — |
| Q3 2026 | $47K | 217 | — | — |
| Q3 2026 | $80K | 1.4K | — | — |
| Q3 2026 | $947 | 6 | — | — |
| Q3 2026 | $7K | 44 | — | — |
| Q3 2026 | $94 | 2 | — | — |
| Q3 2026 | $67K | 886 | — | — |
| Q3 2026 | $1K | 24 | — | — |
| Q3 2026 | $150K | 3.1K | — | — |
| Q3 2026 | $7.7M | 81.5K | — | — |
| Q3 2026 | $253K | 2.5K | — | — |
| Q3 2026 | $1M | 6.6K | — | — |
| Q3 2026 | $146K | 2.1K | — | — |
| Q3 2026 | $377K | 5.4K | — | — |
| Q3 2026 | $6K | 78 | — | — |
| Q3 2026 | $232K | 3.2K | — | — |
| Q3 2026 | $45K | 355 | — | — |
| Q3 2026 | $2K | 14 | — | — |
| Q3 2026 | $2K | 9 | — | — |
| Q3 2026 | $257K | 3.0K | — | — |
| Q3 2026 | $247K | 2.7K | — | — |
| Q3 2026 | $212K | 1.6K | — | — |
| Q3 2026 | $887 | 16 | — | — |
| Q3 2026 | $253K | 3.0K | — | — |
| Q2 2026 | $2.3M | 6.1K | — | — |
| Q2 2026 | $46K | 150 | — | — |
| Q2 2026 | $64K | 292 | — | — |
| Q2 2026 | $67K | 782 | — | — |
| Q2 2026 | $100K | 405 | — | — |
| Q2 2026 | $60K | 747 | — | — |
| Q2 2026 | $5K | 21 | — | — |
| Q2 2026 | $4K | 40 | — | — |
| Q2 2026 | $144K | 471 | — | — |
| Q2 2026 | $193K | 977 | — | — |
| Q2 2026 | $1.9M | 2.8K | — | — |
| Q2 2026 | $141K | 2.8K | — | — |
| Q2 2026 | $1.1M | 13.4K | — | — |
| Q2 2026 | $565K | 9.6K | — | — |
| Q2 2026 | $108K | 844 | — | — |
| Q2 2026 | $5K | 65 | — | — |
| Q2 2026 | $33.1M | 568.5K | — | — |
| Q2 2026 | $42K | 185 | — | — |
| Q2 2026 | $2.6M | 22.1K | — | — |
| Q2 2026 | $31K | 86 | — | — |
| Q2 2026 | $901 | 6 | — | — |
| Q2 2026 | $42K | 188 | — | — |
| Q2 2026 | $36K | 90 | — | — |
| Q2 2026 | $81K | 1.4K | — | — |
| Q2 2026 | $2K | 10 | — | — |
| Q2 2026 | $7K | 44 | — | — |
| Q2 2026 | $99 | 2 | — | — |
| Q2 2026 | $76K | 1.0K | — | — |
| Q2 2026 | $146K | 3.0K | — | — |
| Q2 2026 | $151K | 3.0K | — | — |
| Q2 2026 | $7.6M | 81.4K | — | — |
| Q2 2026 | $246K | 2.5K | — | — |
| Q2 2026 | $1.2M | 7.4K | — | — |
| Q2 2026 | $147K | 2.1K | — | — |
| Q2 2026 | $517K | 7.0K | — | — |
| Q2 2026 | $6K | 77 | — | — |
| Q2 2026 | $226K | 2.9K | — | — |
| Q2 2026 | $49K | 355 | — | — |
| Q2 2026 | $2K | 14 | — | — |
| Q2 2026 | $15K | 69 | — | — |
| Q2 2026 | $259K | 3.1K | — | — |
| Q2 2026 | $234K | 2.7K | — | — |
| Q2 2026 | $207K | 1.6K | — | — |
| Q2 2026 | $290K | 3.4K | — | — |
| Q1 2026 | $1.7M | 5.4K | — | — |
| Q1 2026 | $1.7M | 2.8K | — | — |
| Q1 2026 | $300K | 6.0K | — | — |
| Q1 2026 | $1M | 12.3K | — | — |
| Q1 2026 | $466K | 7.8K | — | — |
| Q1 2026 | $31.7M | 541.3K | — | — |
| Q1 2026 | $806K | 1.2K | — | — |
| Q1 2026 | $7.2M | 81.9K | — | — |
| Q1 2026 | $236K | 2.5K | — | — |
| Q1 2026 | $1.2M | 7.8K | — | — |
| Q1 2026 | $228K | 3.0K | — | — |
| Q1 2026 | $213K | 522 | — | — |
| Q4 2025 | $1.8M | 5.4K | — | — |
| Q4 2025 | $31K | 119 | — | — |
| Q4 2025 | $55K | 290 | — | — |
| Q4 2025 | $50K | 102 | — | — |
| Q4 2025 | $54K | 186 | — | — |
| Q4 2025 | $220 | 1 | — | — |
| Q4 2025 | $3K | 39 | — | — |
| Q4 2025 | $128K | 458 | — | — |
| Q4 2025 | $81K | 457 | — | — |
| Q4 2025 | $1.7M | 2.8K | — | — |
| Q4 2025 | $204K | 4.1K | — | — |
| Q4 2025 | $1.1M | 12.6K | — | — |
| Q4 2025 | $510K | 8.5K | — | — |
| Q4 2025 | $103K | 844 | — | — |
| Q4 2025 | $5K | 65 | — | — |
| Q4 2025 | $10K | 171 | — | — |
| Q4 2025 | $38K | 185 | — | — |
| Q4 2025 | $831K | 1.1K | — | — |
| Q4 2025 | $26K | 86 | — | — |
| Q4 2025 | $37K | 176 | — | — |
| Q4 2025 | $112K | 2.1K | — | — |
| Q4 2025 | $11K | 78 | — | — |
| Q4 2025 | $101 | 2 | — | — |
| Q4 2025 | $1K | 24 | — | — |
| Q4 2025 | $6.7M | 73.4K | — | — |
| Q4 2025 | $225K | 2.5K | — | — |
| Q4 2025 | $1.1M | 8.0K | — | — |
| Q4 2025 | $116K | 1.9K | — | — |
| Q4 2025 | $178K | 2.4K | — | — |
| Q4 2025 | $6K | 76 | — | — |
| Q4 2025 | $231K | 3.0K | — | — |
| Q4 2025 | $14K | 69 | — | — |
| Q4 2025 | $232K | 522 | — | — |
| Q4 2025 | $219K | 531 | — | — |
| Q4 2025 | $189K | 1.6K | — | — |
| Q4 2025 | $35K | 466 | — | — |
| Q3 2025 | $1.8M | 5.6K | — | — |
| Q3 2025 | $30K | 119 | — | — |
| Q3 2025 | $54K | 289 | — | — |
| Q3 2025 | $72K | 150 | — | — |
| Q3 2025 | $71K | 338 | — | — |
| Q3 2025 | $89K | 303 | — | — |
| Q3 2025 | $215 | 1 | — | — |
| Q3 2025 | $5K | 52 | — | — |
| Q3 2025 | $44K | 150 | — | — |
| Q3 2025 | $196K | 1.1K | — | — |
| Q3 2025 | $1.7M | 2.8K | — | — |
| Q3 2025 | $1.1M | 12.7K | — | — |
| Q3 2025 | $520K | 8.7K | — | — |
| Q3 2025 | $82K | 678 | — | — |
| Q3 2025 | $115K | 1.4K | — | — |
| Q3 2025 | $38K | 185 | — | — |
| Q3 2025 | $813K | 1.1K | — | — |
| Q3 2025 | $25K | 86 | — | — |
| Q3 2025 | $36K | 168 | — | — |
| Q3 2025 | $141K | 2.6K | — | — |
| Q3 2025 | $11K | 78 | — | — |
| Q3 2025 | $100 | 2 | — | — |
| Q3 2025 | $1K | 23 | — | — |
| Q3 2025 | $6.4M | 70.9K | — | — |
| Q3 2025 | $212K | 2.5K | — | — |
| Q3 2025 | $1.1M | 7.8K | — | — |
| Q3 2025 | $111K | 1.8K | — | — |
| Q3 2025 | $177K | 2.4K | — | — |
| Q3 2025 | $6K | 75 | — | — |
| Q3 2025 | $231K | 3.0K | — | — |
| Q3 2025 | $14K | 69 | — | — |
| Q3 2025 | $220K | 505 | — | — |
| Q3 2025 | $217K | 540 | — | — |
| Q3 2025 | $185K | 1.6K | — | — |
| Q3 2025 | $34K | 465 | — | — |