Back to VGES

Guardian Wealth Management, LLC → VGES

Guardian Wealth Management, LLC VGES Position History

VGES

Quarters held
12
Latest value
$8.7M
Q3 2026
Peak value
$8.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.7M
Q4 2025$5.4M
Q4 2025$7.8M
Q1 2026$7.1M
Q1 2026$5.4M
Q1 2026$8.9M
Q2 2026$5.7M
Q2 2026$5.5M
Q2 2026$8.8M
Q3 2026$6.4M
Q3 2026$5.4M
Q3 2026$8.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$8.7M150.6K——
Q3 2026$5.4M24.7K——
Q3 2026$6.4M36.9K——
Q2 2026$8.8M151.3K——
Q2 2026$5.5M24.1K——
Q2 2026$5.7M38.0K——
Q1 2026$8.9M151.7K——
Q1 2026$5.4M24.1K——
Q1 2026$7.1M40.9K——
Q4 2025$7.8M132.4K——
Q4 2025$5.4M26.0K——
Q4 2025$5.7M45.2K——

Other funds holding VGES

Other Guardian Wealth Management, LLC positions

HONA

DIMENSIONAL ETF TRUST

$19.5M
HONA

DIMENSIONAL ETF TRUST

$18.3M
HONA

DIMENSIONAL ETF TRUST

$17M
HONA

DIMENSIONAL ETF TRUST

$15.6M
MSFT

DIMENSIONAL ETF TRUST

$13.9M
MSFT

DIMENSIONAL ETF TRUST

$13.8M
MSFT

DIMENSIONAL ETF TRUST

$13.8M
CRDO

DIMENSIONAL ETF TRUST

$13.8M