Back to VGES
CWS Financial Advisors, LLC → VGES
CWS Financial Advisors, LLC VGES Position History
VGES
Quarters held
98
Latest value
$12.4M
Q3 2026
Peak value
$27.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $13.8M |
| Q3 2025 | $973K |
| Q3 2025 | $573K |
| Q3 2025 | $566K |
| Q3 2025 | $1.7M |
| Q3 2025 | $2.2M |
| Q3 2025 | $2.2M |
| Q3 2025 | $3.3M |
| Q3 2025 | $304K |
| Q3 2025 | $1.6M |
| Q3 2025 | $27.7M |
| Q3 2025 | $3.1M |
| Q3 2025 | $3.2M |
| Q3 2025 | $12.5M |
| Q3 2025 | $11M |
| Q3 2025 | $4.4M |
| Q3 2025 | $11.2M |
| Q4 2025 | $14.5M |
| Q4 2025 | $1M |
| Q4 2025 | $241K |
| Q4 2025 | $735K |
| Q4 2025 | $691K |
| Q4 2025 | $1.6M |
| Q4 2025 | $2.3M |
| Q4 2025 | $2.2M |
| Q4 2025 | $3.8M |
| Q4 2025 | $1.2M |
| Q4 2025 | $1.8M |
| Q4 2025 | $27.7M |
| Q4 2025 | $3.1M |
| Q4 2025 | $2.8M |
| Q4 2025 | $12.6M |
| Q4 2025 | $11.4M |
| Q4 2025 | $4.3M |
| Q4 2025 | $11.2M |
| Q1 2026 | $14.8M |
| Q1 2026 | $947K |
| Q1 2026 | $520K |
| Q1 2026 | $868K |
| Q1 2026 | $810K |
| Q1 2026 | $227K |
| Q1 2026 | $1.5M |
| Q1 2026 | $3.2M |
| Q1 2026 | $2M |
| Q1 2026 | $4.1M |
| Q1 2026 | $3.6M |
| Q1 2026 | $1.6M |
| Q1 2026 | $476K |
| Q1 2026 | $24.8M |
| Q1 2026 | $3.1M |
| Q1 2026 | $2.7M |
| Q1 2026 | $11M |
| Q1 2026 | $11.4M |
| Q1 2026 | $4.4M |
| Q1 2026 | $10.7M |
| Q2 2026 | $15.8M |
| Q2 2026 | $1.2M |
| Q2 2026 | $530K |
| Q2 2026 | $765K |
| Q2 2026 | $848K |
| Q2 2026 | $294K |
| Q2 2026 | $1.6M |
| Q2 2026 | $3.9M |
| Q2 2026 | $273K |
| Q2 2026 | $2.8M |
| Q2 2026 | $4.6M |
| Q2 2026 | $6.1M |
| Q2 2026 | $1.7M |
| Q2 2026 | $1.6M |
| Q2 2026 | $26.1M |
| Q2 2026 | $3.5M |
| Q2 2026 | $2.9M |
| Q2 2026 | $13M |
| Q2 2026 | $12.4M |
| Q2 2026 | $5M |
| Q2 2026 | $12.3M |
| Q3 2026 | $15M |
| Q3 2026 | $1.2M |
| Q3 2026 | $209K |
| Q3 2026 | $541K |
| Q3 2026 | $1.9M |
| Q3 2026 | $821K |
| Q3 2026 | $290K |
| Q3 2026 | $1.5M |
| Q3 2026 | $4.4M |
| Q3 2026 | $284K |
| Q3 2026 | $2.9M |
| Q3 2026 | $5.2M |
| Q3 2026 | $6.4M |
| Q3 2026 | $1.8M |
| Q3 2026 | $2.9M |
| Q3 2026 | $24.9M |
| Q3 2026 | $3.5M |
| Q3 2026 | $2.6M |
| Q3 2026 | $13.5M |
| Q3 2026 | $12.2M |
| Q3 2026 | $4.6M |
| Q3 2026 | $12.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.4M | 33.2K | — | — |
| Q3 2026 | $4.6M | 16.2K | — | — |
| Q3 2026 | $12.2M | 56.5K | — | — |
| Q3 2026 | $13.5M | 149.4K | — | — |
| Q3 2026 | $2.6M | 11.4K | — | — |
| Q3 2026 | $3.5M | 44.0K | — | — |
| Q3 2026 | $24.9M | 35.5K | — | — |
| Q3 2026 | $2.9M | 60.4K | — | — |
| Q3 2026 | $1.8M | 32.6K | — | — |
| Q3 2026 | $6.4M | 83.2K | — | — |
| Q3 2026 | $5.2M | 90.3K | — | — |
| Q3 2026 | $2.9M | 23.4K | — | — |
| Q3 2026 | $284K | 3.7K | — | — |
| Q3 2026 | $4.4M | 89.5K | — | — |
| Q3 2026 | $1.5M | 16.1K | — | — |
| Q3 2026 | $290K | 1.9K | — | — |
| Q3 2026 | $821K | 11.6K | — | — |
| Q3 2026 | $1.9M | 26.7K | — | — |
| Q3 2026 | $541K | 7.1K | — | — |
| Q3 2026 | $209K | 2.9K | — | — |
| Q3 2026 | $1.2M | 14.3K | — | — |
| Q3 2026 | $15M | 176.7K | — | — |
| Q2 2026 | $12.3M | 33.1K | — | — |
| Q2 2026 | $5M | 16.5K | — | — |
| Q2 2026 | $12.4M | 57.1K | — | — |
| Q2 2026 | $13M | 150.7K | — | — |
| Q2 2026 | $2.9M | 11.7K | — | — |
| Q2 2026 | $3.5M | 43.9K | — | — |
| Q2 2026 | $26.1M | 37.9K | — | — |
| Q2 2026 | $1.6M | 32.0K | — | — |
| Q2 2026 | $1.7M | 28.4K | — | — |
| Q2 2026 | $6.1M | 77.3K | — | — |
| Q2 2026 | $4.6M | 78.3K | — | — |
| Q2 2026 | $2.8M | 23.5K | — | — |
| Q2 2026 | $273K | 3.6K | — | — |
| Q2 2026 | $3.9M | 78.0K | — | — |
| Q2 2026 | $1.6M | 16.7K | — | — |
| Q2 2026 | $294K | 1.9K | — | — |
| Q2 2026 | $848K | 11.9K | — | — |
| Q2 2026 | $765K | 10.4K | — | — |
| Q2 2026 | $530K | 6.8K | — | — |
| Q2 2026 | $1.2M | 14.1K | — | — |
| Q2 2026 | $15.8M | 184.6K | — | — |
| Q1 2026 | $10.7M | 33.4K | — | — |
| Q1 2026 | $4.4M | 16.9K | — | — |
| Q1 2026 | $11.4M | 58.1K | — | — |
| Q1 2026 | $11M | 25.2K | — | — |
| Q1 2026 | $2.7M | 13.3K | — | — |
| Q1 2026 | $3.1M | 10.9K | — | — |
| Q1 2026 | $24.8M | 41.5K | — | — |
| Q1 2026 | $476K | 9.5K | — | — |
| Q1 2026 | $1.6M | 27.4K | — | — |
| Q1 2026 | $3.6M | 45.8K | — | — |
| Q1 2026 | $4.1M | 70.3K | — | — |
| Q1 2026 | $2M | 2.9K | — | — |
| Q1 2026 | $3.2M | 64.0K | — | — |
| Q1 2026 | $1.5M | 16.6K | — | — |
| Q1 2026 | $227K | 1.5K | — | — |
| Q1 2026 | $810K | 12.6K | — | — |
| Q1 2026 | $868K | 11.8K | — | — |
| Q1 2026 | $520K | 6.6K | — | — |
| Q1 2026 | $947K | 2.3K | — | — |
| Q1 2026 | $14.8M | 192.1K | — | — |
| Q4 2025 | $11.2M | 33.5K | — | — |
| Q4 2025 | $4.3M | 16.9K | — | — |
| Q4 2025 | $11.4M | 59.8K | — | — |
| Q4 2025 | $12.6M | 25.9K | — | — |
| Q4 2025 | $2.8M | 13.5K | — | — |
| Q4 2025 | $3.1M | 10.8K | — | — |
| Q4 2025 | $27.7M | 44.2K | — | — |
| Q4 2025 | $1.8M | 29.3K | — | — |
| Q4 2025 | $1.2M | 14.9K | — | — |
| Q4 2025 | $3.8M | 64.6K | — | — |
| Q4 2025 | $2.2M | 2.9K | — | — |
| Q4 2025 | $2.3M | 46.9K | — | — |
| Q4 2025 | $1.6M | 17.9K | — | — |
| Q4 2025 | $691K | 11.1K | — | — |
| Q4 2025 | $735K | 9.9K | — | — |
| Q4 2025 | $241K | 3.1K | — | — |
| Q4 2025 | $1M | 2.3K | — | — |
| Q4 2025 | $14.5M | 192.7K | — | — |
| Q3 2025 | $11.2M | 34.2K | — | — |
| Q3 2025 | $4.4M | 17.1K | — | — |
| Q3 2025 | $11M | 59.1K | — | — |
| Q3 2025 | $12.5M | 26.0K | — | — |
| Q3 2025 | $3.2M | 15.3K | — | — |
| Q3 2025 | $3.1M | 10.5K | — | — |
| Q3 2025 | $27.7M | 45.2K | — | — |
| Q3 2025 | $1.6M | 26.0K | — | — |
| Q3 2025 | $304K | 3.8K | — | — |
| Q3 2025 | $3.3M | 56.7K | — | — |
| Q3 2025 | $2.2M | 2.9K | — | — |
| Q3 2025 | $2.2M | 44.0K | — | — |
| Q3 2025 | $1.7M | 18.5K | — | — |
| Q3 2025 | $566K | 9.4K | — | — |
| Q3 2025 | $573K | 7.7K | — | — |
| Q3 2025 | $973K | 2.2K | — | — |
| Q3 2025 | $13.8M | 188.5K | — | — |