Back to VGES
Financial Synergies Wealth Advisors, Inc. → VGES
Financial Synergies Wealth Advisors, Inc. VGES Position History
VGES
Quarters held
102
Latest value
$1M
Q3 2026
Peak value
$137.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $518K |
| Q3 2025 | $51.9M |
| Q3 2025 | $2.6M |
| Q3 2025 | $211K |
| Q3 2025 | $5.4M |
| Q3 2025 | $302K |
| Q3 2025 | $19.9M |
| Q3 2025 | $2.5M |
| Q3 2025 | $233K |
| Q3 2025 | $12.4M |
| Q3 2025 | $104.8M |
| Q3 2025 | $4.5M |
| Q3 2025 | $322K |
| Q3 2025 | $3.1M |
| Q3 2025 | $120.4M |
| Q3 2025 | $5.2M |
| Q3 2025 | $93.1M |
| Q3 2025 | $4.6M |
| Q3 2025 | $20.2M |
| Q3 2025 | $1.1M |
| Q4 2025 | $535K |
| Q4 2025 | $209K |
| Q4 2025 | $55.2M |
| Q4 2025 | $2.7M |
| Q4 2025 | $210K |
| Q4 2025 | $214K |
| Q4 2025 | $207K |
| Q4 2025 | $5.3M |
| Q4 2025 | $290K |
| Q4 2025 | $20.4M |
| Q4 2025 | $2.7M |
| Q4 2025 | $225K |
| Q4 2025 | $12.7M |
| Q4 2025 | $106.6M |
| Q4 2025 | $4.6M |
| Q4 2025 | $321K |
| Q4 2025 | $2.9M |
| Q4 2025 | $122.9M |
| Q4 2025 | $5.2M |
| Q4 2025 | $98.2M |
| Q4 2025 | $4.8M |
| Q4 2025 | $20.4M |
| Q4 2025 | $1.1M |
| Q1 2026 | $494K |
| Q1 2026 | $215K |
| Q1 2026 | $55.7M |
| Q1 2026 | $2.7M |
| Q1 2026 | $235K |
| Q1 2026 | $220K |
| Q1 2026 | $507K |
| Q1 2026 | $5.2M |
| Q1 2026 | $292K |
| Q1 2026 | $20.5M |
| Q1 2026 | $2.8M |
| Q1 2026 | $215K |
| Q1 2026 | $12.8M |
| Q1 2026 | $106.7M |
| Q1 2026 | $4.5M |
| Q1 2026 | $303K |
| Q1 2026 | $2.8M |
| Q1 2026 | $108.6M |
| Q1 2026 | $4.7M |
| Q1 2026 | $101.4M |
| Q1 2026 | $5M |
| Q1 2026 | $20.2M |
| Q1 2026 | $1M |
| Q2 2026 | $358K |
| Q2 2026 | $573K |
| Q2 2026 | $265K |
| Q2 2026 | $62M |
| Q2 2026 | $250K |
| Q2 2026 | $223K |
| Q2 2026 | $574K |
| Q2 2026 | $5.9M |
| Q2 2026 | $23.1M |
| Q2 2026 | $6.1M |
| Q2 2026 | $14.3M |
| Q2 2026 | $123.1M |
| Q2 2026 | $347K |
| Q2 2026 | $3.1M |
| Q2 2026 | $130.6M |
| Q2 2026 | $113.9M |
| Q2 2026 | $22.5M |
| Q2 2026 | $987K |
| Q3 2026 | $355K |
| Q3 2026 | $592K |
| Q3 2026 | $238K |
| Q3 2026 | $62.2M |
| Q3 2026 | $257K |
| Q3 2026 | $558K |
| Q3 2026 | $5.9M |
| Q3 2026 | $23.4M |
| Q3 2026 | $29M |
| Q3 2026 | $6.8M |
| Q3 2026 | $13.6M |
| Q3 2026 | $122M |
| Q3 2026 | $356K |
| Q3 2026 | $2.7M |
| Q3 2026 | $137.9M |
| Q3 2026 | $114.6M |
| Q3 2026 | $21M |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 2.7K | — | — |
| Q3 2026 | $21M | 73.8K | — | — |
| Q3 2026 | $114.6M | 530.5K | — | — |
| Q3 2026 | $137.9M | 1.53M | — | — |
| Q3 2026 | $2.7M | 11.7K | — | — |
| Q3 2026 | $356K | 1.0K | — | — |
| Q3 2026 | $122M | 1.56M | — | — |
| Q3 2026 | $13.6M | 59.0K | — | — |
| Q3 2026 | $6.8M | 9.6K | — | — |
| Q3 2026 | $29M | 370.1K | — | — |
| Q3 2026 | $23.4M | 215.3K | — | — |
| Q3 2026 | $5.9M | 99.4K | — | — |
| Q3 2026 | $558K | 3.5K | — | — |
| Q3 2026 | $257K | 1.7K | — | — |
| Q3 2026 | $62.2M | 880.3K | — | — |
| Q3 2026 | $238K | 1.7K | — | — |
| Q3 2026 | $592K | 2.1K | — | — |
| Q3 2026 | $355K | 4.2K | — | — |
| Q2 2026 | $987K | 2.7K | — | — |
| Q2 2026 | $22.5M | 74.3K | — | — |
| Q2 2026 | $113.9M | 522.5K | — | — |
| Q2 2026 | $130.6M | 1.52M | — | — |
| Q2 2026 | $3.1M | 12.4K | — | — |
| Q2 2026 | $347K | 1.0K | — | — |
| Q2 2026 | $123.1M | 1.53M | — | — |
| Q2 2026 | $14.3M | 58.9K | — | — |
| Q2 2026 | $6.1M | 8.8K | — | — |
| Q2 2026 | $23.1M | 217.2K | — | — |
| Q2 2026 | $5.9M | 99.1K | — | — |
| Q2 2026 | $574K | 3.7K | — | — |
| Q2 2026 | $223K | 2.9K | — | — |
| Q2 2026 | $250K | 1.6K | — | — |
| Q2 2026 | $62M | 869.9K | — | — |
| Q2 2026 | $265K | 1.7K | — | — |
| Q2 2026 | $573K | 2.1K | — | — |
| Q2 2026 | $358K | 4.2K | — | — |
| Q1 2026 | $1M | 3.2K | — | — |
| Q1 2026 | $20.2M | 77.0K | — | — |
| Q1 2026 | $5M | 25.5K | — | — |
| Q1 2026 | $101.4M | 516.9K | — | — |
| Q1 2026 | $4.7M | 10.7K | — | — |
| Q1 2026 | $108.6M | 248.6K | — | — |
| Q1 2026 | $2.8M | 13.4K | — | — |
| Q1 2026 | $303K | 1.0K | — | — |
| Q1 2026 | $4.5M | 15.8K | — | — |
| Q1 2026 | $106.7M | 371.4K | — | — |
| Q1 2026 | $12.8M | 59.1K | — | — |
| Q1 2026 | $215K | 360 | — | — |
| Q1 2026 | $2.8M | 4.8K | — | — |
| Q1 2026 | $20.5M | 218.4K | — | — |
| Q1 2026 | $292K | 5.4K | — | — |
| Q1 2026 | $5.2M | 96.9K | — | — |
| Q1 2026 | $507K | 3.7K | — | — |
| Q1 2026 | $220K | 2.8K | — | — |
| Q1 2026 | $235K | 1.6K | — | — |
| Q1 2026 | $2.7M | 42.1K | — | — |
| Q1 2026 | $55.7M | 869.4K | — | — |
| Q1 2026 | $215K | 1.7K | — | — |
| Q1 2026 | $494K | 2.1K | — | — |
| Q4 2025 | $1.1M | 3.3K | — | — |
| Q4 2025 | $20.4M | 79.1K | — | — |
| Q4 2025 | $4.8M | 25.3K | — | — |
| Q4 2025 | $98.2M | 514.4K | — | — |
| Q4 2025 | $5.2M | 10.7K | — | — |
| Q4 2025 | $122.9M | 251.9K | — | — |
| Q4 2025 | $2.9M | 14.1K | — | — |
| Q4 2025 | $321K | 1.0K | — | — |
| Q4 2025 | $4.6M | 15.7K | — | — |
| Q4 2025 | $106.6M | 367.2K | — | — |
| Q4 2025 | $12.7M | 60.1K | — | — |
| Q4 2025 | $225K | 359 | — | — |
| Q4 2025 | $2.7M | 4.4K | — | — |
| Q4 2025 | $20.4M | 221.3K | — | — |
| Q4 2025 | $290K | 5.4K | — | — |
| Q4 2025 | $5.3M | 99.0K | — | — |
| Q4 2025 | $207K | 1.5K | — | — |
| Q4 2025 | $214K | 2.7K | — | — |
| Q4 2025 | $210K | 1.5K | — | — |
| Q4 2025 | $2.7M | 42.7K | — | — |
| Q4 2025 | $55.2M | 883.6K | — | — |
| Q4 2025 | $209K | 1.7K | — | — |
| Q4 2025 | $535K | 2.1K | — | — |
| Q3 2025 | $1.1M | 3.3K | — | — |
| Q3 2025 | $20.2M | 79.5K | — | — |
| Q3 2025 | $4.6M | 24.8K | — | — |
| Q3 2025 | $93.1M | 499.1K | — | — |
| Q3 2025 | $5.2M | 10.8K | — | — |
| Q3 2025 | $120.4M | 251.0K | — | — |
| Q3 2025 | $3.1M | 14.8K | — | — |
| Q3 2025 | $322K | 1.0K | — | — |
| Q3 2025 | $4.5M | 15.3K | — | — |
| Q3 2025 | $104.8M | 356.9K | — | — |
| Q3 2025 | $12.4M | 59.6K | — | — |
| Q3 2025 | $233K | 380 | — | — |
| Q3 2025 | $2.5M | 4.2K | — | — |
| Q3 2025 | $19.9M | 223.0K | — | — |
| Q3 2025 | $302K | 5.6K | — | — |
| Q3 2025 | $5.4M | 99.2K | — | — |
| Q3 2025 | $211K | 2.7K | — | — |
| Q3 2025 | $2.6M | 42.7K | — | — |
| Q3 2025 | $51.9M | 866.0K | — | — |
| Q3 2025 | $518K | 2.1K | — | — |