Back to VGES
Forthright Family Wealth Advisory LLC → VGES
Forthright Family Wealth Advisory LLC VGES Position History
VGES
Quarters held
41
Latest value
$1.5M
Q3 2026
Peak value
$6.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $412K |
| Q3 2025 | $850K |
| Q3 2025 | $491K |
| Q3 2025 | $321K |
| Q3 2025 | $4.7M |
| Q3 2025 | $4.3M |
| Q3 2025 | $1.4M |
| Q4 2025 | $202K |
| Q4 2025 | $434K |
| Q4 2025 | $841K |
| Q4 2025 | $498K |
| Q4 2025 | $292K |
| Q4 2025 | $4.9M |
| Q4 2025 | $4.3M |
| Q4 2025 | $1.5M |
| Q1 2026 | $401K |
| Q1 2026 | $4.7M |
| Q1 2026 | $807K |
| Q1 2026 | $1.5M |
| Q1 2026 | $873K |
| Q1 2026 | $493K |
| Q1 2026 | $652K |
| Q1 2026 | $6.2M |
| Q1 2026 | $3.8M |
| Q1 2026 | $2.6M |
| Q1 2026 | $415K |
| Q2 2026 | $360K |
| Q2 2026 | $807K |
| Q2 2026 | $659K |
| Q2 2026 | $282K |
| Q2 2026 | $5M |
| Q2 2026 | $4.1M |
| Q2 2026 | $1.5M |
| Q2 2026 | $206K |
| Q3 2026 | $355K |
| Q3 2026 | $801K |
| Q3 2026 | $659K |
| Q3 2026 | $400K |
| Q3 2026 | $4.7M |
| Q3 2026 | $3.7M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 2.1K | — | — |
| Q3 2026 | $3.7M | 74.0K | — | — |
| Q3 2026 | $4.7M | 105.5K | — | — |
| Q3 2026 | $400K | 6.7K | — | — |
| Q3 2026 | $659K | 14.1K | — | — |
| Q3 2026 | $801K | 11.3K | — | — |
| Q3 2026 | $355K | 4.6K | — | — |
| Q2 2026 | $206K | 838 | — | — |
| Q2 2026 | $1.5M | 2.1K | — | — |
| Q2 2026 | $4.1M | 73.6K | — | — |
| Q2 2026 | $5M | 107.1K | — | — |
| Q2 2026 | $282K | 4.7K | — | — |
| Q2 2026 | $659K | 13.6K | — | — |
| Q2 2026 | $807K | 11.3K | — | — |
| Q2 2026 | $360K | 4.6K | — | — |
| Q1 2026 | $415K | 2.4K | — | — |
| Q1 2026 | $2.6M | 5.4K | — | — |
| Q1 2026 | $3.8M | 64.8K | — | — |
| Q1 2026 | $6.2M | 135.4K | — | — |
| Q1 2026 | $652K | 4.9K | — | — |
| Q1 2026 | $493K | 11.8K | — | — |
| Q1 2026 | $873K | 17.7K | — | — |
| Q1 2026 | $1.5M | 29.2K | — | — |
| Q1 2026 | $807K | 10.5K | — | — |
| Q1 2026 | $4.7M | 62.4K | — | — |
| Q1 2026 | $401K | 5.5K | — | — |
| Q4 2025 | $1.5M | 2.4K | — | — |
| Q4 2025 | $4.3M | 76.2K | — | — |
| Q4 2025 | $4.9M | 104.1K | — | — |
| Q4 2025 | $292K | 5.4K | — | — |
| Q4 2025 | $498K | 10.3K | — | — |
| Q4 2025 | $841K | 13.5K | — | — |
| Q4 2025 | $434K | 5.5K | — | — |
| Q4 2025 | $202K | 2.6K | — | — |
| Q3 2025 | $1.4M | 2.3K | — | — |
| Q3 2025 | $4.3M | 74.8K | — | — |
| Q3 2025 | $4.7M | 100.5K | — | — |
| Q3 2025 | $321K | 5.9K | — | — |
| Q3 2025 | $491K | 9.9K | — | — |
| Q3 2025 | $850K | 14.2K | — | — |
| Q3 2025 | $412K | 5.2K | — | — |