Back to VGES
DIVERSIFY WEALTH MANAGEMENT, LLC → VGES
DIVERSIFY WEALTH MANAGEMENT, LLC VGES Position History
VGES
Quarters held
233
Latest value
$36.6M
Q3 2026
Peak value
$93M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $251K |
| Q3 2025 | $346K |
| Q3 2025 | $586K |
| Q3 2025 | $6.2M |
| Q3 2025 | $1.3M |
| Q3 2025 | $2.5M |
| Q3 2025 | $4.5M |
| Q3 2025 | $2M |
| Q3 2025 | $225K |
| Q3 2025 | $7.6M |
| Q3 2025 | $242K |
| Q3 2025 | $204K |
| Q3 2025 | $14.2M |
| Q3 2025 | $361K |
| Q3 2025 | $5.1M |
| Q3 2025 | $364K |
| Q3 2025 | $689K |
| Q3 2025 | $346K |
| Q3 2025 | $2.2M |
| Q3 2025 | $5.9M |
| Q3 2025 | $4.5M |
| Q3 2025 | $337K |
| Q3 2025 | $282K |
| Q3 2025 | $23.4M |
| Q3 2025 | $202K |
| Q3 2025 | $1.5M |
| Q3 2025 | $3.2M |
| Q3 2025 | $10.2M |
| Q3 2025 | $666K |
| Q3 2025 | $1.5M |
| Q3 2025 | $1.5M |
| Q3 2025 | $11.1M |
| Q3 2025 | $1.6M |
| Q4 2025 | $1.1M |
| Q4 2025 | $269K |
| Q4 2025 | $1.1M |
| Q4 2025 | $367K |
| Q4 2025 | $920K |
| Q4 2025 | $439K |
| Q4 2025 | $9.2M |
| Q4 2025 | $17.4M |
| Q4 2025 | $4.6M |
| Q4 2025 | $5.4M |
| Q4 2025 | $1.7M |
| Q4 2025 | $211K |
| Q4 2025 | $1.6M |
| Q4 2025 | $1.7M |
| Q4 2025 | $224K |
| Q4 2025 | $23.9M |
| Q4 2025 | $384K |
| Q4 2025 | $8.4M |
| Q4 2025 | $346K |
| Q4 2025 | $535K |
| Q4 2025 | $640K |
| Q4 2025 | $347K |
| Q4 2025 | $1.8M |
| Q4 2025 | $8.7M |
| Q4 2025 | $6.5M |
| Q4 2025 | $8M |
| Q4 2025 | $3.4M |
| Q4 2025 | $26.7M |
| Q4 2025 | $1.5M |
| Q4 2025 | $3.5M |
| Q4 2025 | $12M |
| Q4 2025 | $710K |
| Q4 2025 | $1.5M |
| Q4 2025 | $1.8M |
| Q4 2025 | $11.8M |
| Q4 2025 | $7.1M |
| Q1 2026 | $2.6M |
| Q1 2026 | $3.4M |
| Q1 2026 | $1.5M |
| Q1 2026 | $4.9M |
| Q1 2026 | $1M |
| Q1 2026 | $2.7M |
| Q1 2026 | $972K |
| Q1 2026 | $916K |
| Q1 2026 | $589K |
| Q1 2026 | $755K |
| Q1 2026 | $2.4M |
| Q1 2026 | $522K |
| Q1 2026 | $13.6M |
| Q1 2026 | $26.7M |
| Q1 2026 | $6M |
| Q1 2026 | $8.1M |
| Q1 2026 | $1.8M |
| Q1 2026 | $2M |
| Q1 2026 | $213K |
| Q1 2026 | $2M |
| Q1 2026 | $841K |
| Q1 2026 | $2.9M |
| Q1 2026 | $72.5M |
| Q1 2026 | $389K |
| Q1 2026 | $40.7M |
| Q1 2026 | $365K |
| Q1 2026 | $415K |
| Q1 2026 | $279K |
| Q1 2026 | $10.5M |
| Q1 2026 | $378K |
| Q1 2026 | $742K |
| Q1 2026 | $666K |
| Q1 2026 | $914K |
| Q1 2026 | $2.7M |
| Q1 2026 | $24.6M |
| Q1 2026 | $41.5M |
| Q1 2026 | $9.9M |
| Q1 2026 | $10.3M |
| Q1 2026 | $215K |
| Q1 2026 | $5.1M |
| Q1 2026 | $78.1M |
| Q1 2026 | $566K |
| Q1 2026 | $395K |
| Q1 2026 | $2.6M |
| Q1 2026 | $3.9M |
| Q1 2026 | $12.3M |
| Q1 2026 | $1.1M |
| Q1 2026 | $262K |
| Q1 2026 | $4.4M |
| Q1 2026 | $7.9M |
| Q1 2026 | $14.9M |
| Q1 2026 | $19.6M |
| Q2 2026 | $2.9M |
| Q2 2026 | $4.5M |
| Q2 2026 | $1.4M |
| Q2 2026 | $5.9M |
| Q2 2026 | $865K |
| Q2 2026 | $3.8M |
| Q2 2026 | $1.1M |
| Q2 2026 | $1.1M |
| Q2 2026 | $695K |
| Q2 2026 | $787K |
| Q2 2026 | $1.9M |
| Q2 2026 | $631K |
| Q2 2026 | $13M |
| Q2 2026 | $35.4M |
| Q2 2026 | $6.1M |
| Q2 2026 | $547K |
| Q2 2026 | $8.5M |
| Q2 2026 | $1.7M |
| Q2 2026 | $2M |
| Q2 2026 | $215K |
| Q2 2026 | $2M |
| Q2 2026 | $1.4M |
| Q2 2026 | $2.7M |
| Q2 2026 | $74.8M |
| Q2 2026 | $414K |
| Q2 2026 | $43.7M |
| Q2 2026 | $457K |
| Q2 2026 | $523K |
| Q2 2026 | $304K |
| Q2 2026 | $620K |
| Q2 2026 | $275K |
| Q2 2026 | $12M |
| Q2 2026 | $386K |
| Q2 2026 | $735K |
| Q2 2026 | $709K |
| Q2 2026 | $898K |
| Q2 2026 | $392K |
| Q2 2026 | $2.7M |
| Q2 2026 | $27.8M |
| Q2 2026 | $40.2M |
| Q2 2026 | $11.2M |
| Q2 2026 | $10.7M |
| Q2 2026 | $262K |
| Q2 2026 | $5.2M |
| Q2 2026 | $89.8M |
| Q2 2026 | $676K |
| Q2 2026 | $424K |
| Q2 2026 | $3.1M |
| Q2 2026 | $4.2M |
| Q2 2026 | $13M |
| Q2 2026 | $1.3M |
| Q2 2026 | $406K |
| Q2 2026 | $4.5M |
| Q2 2026 | $6.8M |
| Q2 2026 | $16.3M |
| Q2 2026 | $23.4M |
| Q3 2026 | $2.7M |
| Q3 2026 | $5.1M |
| Q3 2026 | $301K |
| Q3 2026 | $246K |
| Q3 2026 | $2.2M |
| Q3 2026 | $6.3M |
| Q3 2026 | $812K |
| Q3 2026 | $395K |
| Q3 2026 | $1.3M |
| Q3 2026 | $1M |
| Q3 2026 | $671K |
| Q3 2026 | $717K |
| Q3 2026 | $1.8M |
| Q3 2026 | $650K |
| Q3 2026 | $12.2M |
| Q3 2026 | $46.2M |
| Q3 2026 | $5.9M |
| Q3 2026 | $8.3M |
| Q3 2026 | $2M |
| Q3 2026 | $1.9M |
| Q3 2026 | $222K |
| Q3 2026 | $5.9M |
| Q3 2026 | $1.5M |
| Q3 2026 | $2.6M |
| Q3 2026 | $5.9M |
| Q3 2026 | $722K |
| Q3 2026 | $48M |
| Q3 2026 | $462K |
| Q3 2026 | $500K |
| Q3 2026 | $310K |
| Q3 2026 | $1.7M |
| Q3 2026 | $14.1M |
| Q3 2026 | $346K |
| Q3 2026 | $711K |
| Q3 2026 | $667K |
| Q3 2026 | $909K |
| Q3 2026 | $406K |
| Q3 2026 | $3M |
| Q3 2026 | $28.7M |
| Q3 2026 | $34.3M |
| Q3 2026 | $9.8M |
| Q3 2026 | $10.1M |
| Q3 2026 | $254K |
| Q3 2026 | $6.8M |
| Q3 2026 | $93M |
| Q3 2026 | $598K |
| Q3 2026 | $427K |
| Q3 2026 | $2.6M |
| Q3 2026 | $3.9M |
| Q3 2026 | $14M |
| Q3 2026 | $2M |
| Q3 2026 | $413K |
| Q3 2026 | $5M |
| Q3 2026 | $7.3M |
| Q3 2026 | $15.4M |
| Q3 2026 | $36.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $36.6M | 96.8K | — | — |
| Q3 2026 | $15.4M | 53.6K | — | — |
| Q3 2026 | $7.3M | 32.6K | — | — |
| Q3 2026 | $5M | 55.6K | — | — |
| Q3 2026 | $413K | 1.8K | — | — |
| Q3 2026 | $2M | 5.6K | — | — |
| Q3 2026 | $14M | 172.5K | — | — |
| Q3 2026 | $3.9M | 16.5K | — | — |
| Q3 2026 | $2.6M | 28.0K | — | — |
| Q3 2026 | $427K | 1.4K | — | — |
| Q3 2026 | $598K | 2.9K | — | — |
| Q3 2026 | $93M | 131.1K | — | — |
| Q3 2026 | $6.8M | 142.0K | — | — |
| Q3 2026 | $254K | 3.5K | — | — |
| Q3 2026 | $10.1M | 127.7K | — | — |
| Q3 2026 | $9.8M | 191.3K | — | — |
| Q3 2026 | $34.3M | 763.0K | — | — |
| Q3 2026 | $28.7M | 502.5K | — | — |
| Q3 2026 | $3M | 23.1K | — | — |
| Q3 2026 | $406K | 1.2K | — | — |
| Q3 2026 | $909K | 11.7K | — | — |
| Q3 2026 | $667K | 11.6K | — | — |
| Q3 2026 | $711K | 3.7K | — | — |
| Q3 2026 | $346K | 1.9K | — | — |
| Q3 2026 | $14.1M | 115.4K | — | — |
| Q3 2026 | $1.7M | 12.4K | — | — |
| Q3 2026 | $310K | 1.7K | — | — |
| Q3 2026 | $500K | 2.1K | — | — |
| Q3 2026 | $462K | 5.3K | — | — |
| Q3 2026 | $48M | 815.9K | — | — |
| Q3 2026 | $722K | 8.8K | — | — |
| Q3 2026 | $5.9M | 37.2K | — | — |
| Q3 2026 | $2.6M | 17.2K | — | — |
| Q3 2026 | $1.5M | 20.0K | — | — |
| Q3 2026 | $5.9M | 124.4K | — | — |
| Q3 2026 | $222K | 4.5K | — | — |
| Q3 2026 | $1.9M | 19.8K | — | — |
| Q3 2026 | $2M | 40.4K | — | — |
| Q3 2026 | $8.3M | 129.5K | — | — |
| Q3 2026 | $5.9M | 36.7K | — | — |
| Q3 2026 | $46.2M | 662.8K | — | — |
| Q3 2026 | $12.2M | 172.9K | — | — |
| Q3 2026 | $650K | 8.5K | — | — |
| Q3 2026 | $1.8M | 24.0K | — | — |
| Q3 2026 | $717K | 3.2K | — | — |
| Q3 2026 | $671K | 5.4K | — | — |
| Q3 2026 | $1M | 7.9K | — | — |
| Q3 2026 | $1.3M | 5.5K | — | — |
| Q3 2026 | $395K | 4.6K | — | — |
| Q3 2026 | $812K | 2.9K | — | — |
| Q3 2026 | $6.3M | 38.2K | — | — |
| Q3 2026 | $2.2M | 24.2K | — | — |
| Q3 2026 | $246K | 1.8K | — | — |
| Q3 2026 | $301K | 5.0K | — | — |
| Q3 2026 | $5.1M | 61.2K | — | — |
| Q3 2026 | $2.7M | 109.8K | — | — |
| Q2 2026 | $23.4M | 64.2K | — | — |
| Q2 2026 | $16.3M | 54.9K | — | — |
| Q2 2026 | $6.8M | 30.8K | — | — |
| Q2 2026 | $4.5M | 54.2K | — | — |
| Q2 2026 | $406K | 1.7K | — | — |
| Q2 2026 | $1.3M | 3.7K | — | — |
| Q2 2026 | $13M | 161.1K | — | — |
| Q2 2026 | $4.2M | 17.0K | — | — |
| Q2 2026 | $3.1M | 30.6K | — | — |
| Q2 2026 | $424K | 1.4K | — | — |
| Q2 2026 | $676K | 3.3K | — | — |
| Q2 2026 | $89.8M | 132.2K | — | — |
| Q2 2026 | $5.2M | 104.6K | — | — |
| Q2 2026 | $262K | 3.5K | — | — |
| Q2 2026 | $10.7M | 132.2K | — | — |
| Q2 2026 | $11.2M | 208.1K | — | — |
| Q2 2026 | $40.2M | 867.7K | — | — |
| Q2 2026 | $27.8M | 476.3K | — | — |
| Q2 2026 | $2.7M | 22.7K | — | — |
| Q2 2026 | $392K | 1.2K | — | — |
| Q2 2026 | $898K | 11.4K | — | — |
| Q2 2026 | $709K | 12.2K | — | — |
| Q2 2026 | $735K | 4.0K | — | — |
| Q2 2026 | $386K | 2.0K | — | — |
| Q2 2026 | $12M | 107.1K | — | — |
| Q2 2026 | $275K | 783 | — | — |
| Q2 2026 | $620K | 4.5K | — | — |
| Q2 2026 | $304K | 1.8K | — | — |
| Q2 2026 | $523K | 2.3K | — | — |
| Q2 2026 | $457K | 5.1K | — | — |
| Q2 2026 | $43.7M | 749.9K | — | — |
| Q2 2026 | $414K | 5.0K | — | — |
| Q2 2026 | $74.8M | 484.5K | — | — |
| Q2 2026 | $2.7M | 17.6K | — | — |
| Q2 2026 | $1.4M | 18.5K | — | — |
| Q2 2026 | $2M | 41.2K | — | — |
| Q2 2026 | $215K | 4.3K | — | — |
| Q2 2026 | $2M | 19.8K | — | — |
| Q2 2026 | $1.7M | 34.9K | — | — |
| Q2 2026 | $8.5M | 129.0K | — | — |
| Q2 2026 | $547K | 5.3K | — | — |
| Q2 2026 | $6.1M | 37.5K | — | — |
| Q2 2026 | $35.4M | 506.3K | — | — |
| Q2 2026 | $13M | 178.8K | — | — |
| Q2 2026 | $631K | 8.1K | — | — |
| Q2 2026 | $1.9M | 25.6K | — | — |
| Q2 2026 | $787K | 3.5K | — | — |
| Q2 2026 | $695K | 5.4K | — | — |
| Q2 2026 | $1.1M | 7.9K | — | — |
| Q2 2026 | $1.1M | 5.0K | — | — |
| Q2 2026 | $3.8M | 47.2K | — | — |
| Q2 2026 | $865K | 3.2K | — | — |
| Q2 2026 | $5.9M | 35.6K | — | — |
| Q2 2026 | $1.4M | 16.9K | — | — |
| Q2 2026 | $4.5M | 54.1K | — | — |
| Q2 2026 | $2.9M | 114.3K | — | — |
| Q1 2026 | $19.6M | 55.9K | — | — |
| Q1 2026 | $14.9M | 53.2K | — | — |
| Q1 2026 | $7.9M | 38.8K | — | — |
| Q1 2026 | $4.4M | 52.7K | — | — |
| Q1 2026 | $262K | 1.2K | — | — |
| Q1 2026 | $1.1M | 3.2K | — | — |
| Q1 2026 | $12.3M | 162.4K | — | — |
| Q1 2026 | $3.9M | 17.0K | — | — |
| Q1 2026 | $2.6M | 27.7K | — | — |
| Q1 2026 | $395K | 1.4K | — | — |
| Q1 2026 | $566K | 3.0K | — | — |
| Q1 2026 | $78.1M | 119.3K | — | — |
| Q1 2026 | $5.1M | 100.9K | — | — |
| Q1 2026 | $215K | 2.8K | — | — |
| Q1 2026 | $10.3M | 124.8K | — | — |
| Q1 2026 | $9.9M | 180.2K | — | — |
| Q1 2026 | $41.5M | 885.9K | — | — |
| Q1 2026 | $24.6M | 414.9K | — | — |
| Q1 2026 | $2.7M | 22.0K | — | — |
| Q1 2026 | $914K | 11.5K | — | — |
| Q1 2026 | $666K | 11.4K | — | — |
| Q1 2026 | $742K | 3.8K | — | — |
| Q1 2026 | $378K | 1.9K | — | — |
| Q1 2026 | $10.5M | 101.7K | — | — |
| Q1 2026 | $279K | 1.7K | — | — |
| Q1 2026 | $415K | 1.8K | — | — |
| Q1 2026 | $365K | 4.3K | — | — |
| Q1 2026 | $40.7M | 701.3K | — | — |
| Q1 2026 | $389K | 4.9K | — | — |
| Q1 2026 | $72.5M | 486.7K | — | — |
| Q1 2026 | $2.9M | 18.7K | — | — |
| Q1 2026 | $841K | 11.1K | — | — |
| Q1 2026 | $2M | 41.5K | — | — |
| Q1 2026 | $213K | 4.3K | — | — |
| Q1 2026 | $2M | 19.9K | — | — |
| Q1 2026 | $1.8M | 35.4K | — | — |
| Q1 2026 | $8.1M | 121.7K | — | — |
| Q1 2026 | $6M | 39.0K | — | — |
| Q1 2026 | $26.7M | 398.3K | — | — |
| Q1 2026 | $13.6M | 185.9K | — | — |
| Q1 2026 | $522K | 6.7K | — | — |
| Q1 2026 | $2.4M | 31.0K | — | — |
| Q1 2026 | $755K | 3.5K | — | — |
| Q1 2026 | $589K | 4.9K | — | — |
| Q1 2026 | $916K | 7.4K | — | — |
| Q1 2026 | $972K | 4.6K | — | — |
| Q1 2026 | $2.7M | 35.2K | — | — |
| Q1 2026 | $1M | 4.0K | — | — |
| Q1 2026 | $4.9M | 32.4K | — | — |
| Q1 2026 | $1.5M | 17.3K | — | — |
| Q1 2026 | $3.4M | 42.1K | — | — |
| Q1 2026 | $2.6M | 104.1K | — | — |
| Q4 2025 | $7.1M | 20.8K | — | — |
| Q4 2025 | $11.8M | 43.2K | — | — |
| Q4 2025 | $1.8M | 9.2K | — | — |
| Q4 2025 | $1.5M | 3.0K | — | — |
| Q4 2025 | $710K | 2.2K | — | — |
| Q4 2025 | $12M | 40.2K | — | — |
| Q4 2025 | $3.5M | 15.7K | — | — |
| Q4 2025 | $1.5M | 16.3K | — | — |
| Q4 2025 | $26.7M | 41.9K | — | — |
| Q4 2025 | $3.4M | 67.3K | — | — |
| Q4 2025 | $8M | 95.5K | — | — |
| Q4 2025 | $6.5M | 115.1K | — | — |
| Q4 2025 | $8.7M | 183.5K | — | — |
| Q4 2025 | $1.8M | 30.8K | — | — |
| Q4 2025 | $347K | 4.3K | — | — |
| Q4 2025 | $640K | 10.9K | — | — |
| Q4 2025 | $535K | 2.7K | — | — |
| Q4 2025 | $346K | 1.9K | — | — |
| Q4 2025 | $8.4M | 10.9K | — | — |
| Q4 2025 | $384K | 1.7K | — | — |
| Q4 2025 | $23.9M | 427.2K | — | — |
| Q4 2025 | $224K | 2.9K | — | — |
| Q4 2025 | $1.7M | 11.8K | — | — |
| Q4 2025 | $1.6M | 32.5K | — | — |
| Q4 2025 | $211K | 4.2K | — | — |
| Q4 2025 | $1.7M | 34.6K | — | — |
| Q4 2025 | $5.4M | 79.6K | — | — |
| Q4 2025 | $4.6M | 31.3K | — | — |
| Q4 2025 | $17.4M | 269.3K | — | — |
| Q4 2025 | $9.2M | 123.5K | — | — |
| Q4 2025 | $439K | 5.6K | — | — |
| Q4 2025 | $920K | 11.8K | — | — |
| Q4 2025 | $367K | 3.1K | — | — |
| Q4 2025 | $1.1M | 4.3K | — | — |
| Q4 2025 | $269K | 3.4K | — | — |
| Q4 2025 | $1.1M | 40.6K | — | — |
| Q3 2025 | $1.6M | 4.9K | — | — |
| Q3 2025 | $11.1M | 43.6K | — | — |
| Q3 2025 | $1.5M | 8.3K | — | — |
| Q3 2025 | $1.5M | 2.9K | — | — |
| Q3 2025 | $666K | 2.1K | — | — |
| Q3 2025 | $10.2M | 35.2K | — | — |
| Q3 2025 | $3.2M | 15.7K | — | — |
| Q3 2025 | $1.5M | 17.4K | — | — |
| Q3 2025 | $202K | 693 | — | — |
| Q3 2025 | $23.4M | 37.3K | — | — |
| Q3 2025 | $282K | 5.6K | — | — |
| Q3 2025 | $337K | 4.0K | — | — |
| Q3 2025 | $4.5M | 78.9K | — | — |
| Q3 2025 | $5.9M | 125.8K | — | — |
| Q3 2025 | $2.2M | 36.4K | — | — |
| Q3 2025 | $346K | 4.3K | — | — |
| Q3 2025 | $689K | 11.7K | — | — |
| Q3 2025 | $364K | 1.9K | — | — |
| Q3 2025 | $5.1M | 6.4K | — | — |
| Q3 2025 | $361K | 1.7K | — | — |
| Q3 2025 | $14.2M | 258.5K | — | — |
| Q3 2025 | $204K | 2.8K | — | — |
| Q3 2025 | $242K | 1.7K | — | — |
| Q3 2025 | $7.6M | 53.2K | — | — |
| Q3 2025 | $225K | 4.5K | — | — |
| Q3 2025 | $2M | 40.8K | — | — |
| Q3 2025 | $4.5M | 66.3K | — | — |
| Q3 2025 | $2.5M | 17.6K | — | — |
| Q3 2025 | $1.3M | 21.2K | — | — |
| Q3 2025 | $6.2M | 83.9K | — | — |
| Q3 2025 | $586K | 7.5K | — | — |
| Q3 2025 | $346K | 3.1K | — | — |
| Q3 2025 | $251K | 3.4K | — | — |