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HMV Wealth Advisors, LLC → VGES

HMV Wealth Advisors, LLC VGES Position History

VGES

Quarters held
26
Latest value
$14.3M
Q3 2026
Peak value
$14.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2.5M
Q4 2025$2.9M
Q4 2025$380K
Q4 2025$800K
Q4 2025$11.1M
Q4 2025$13.1M
Q1 2026$2.2M
Q1 2026$3.2M
Q1 2026$392K
Q1 2026$858K
Q1 2026$11.6M
Q1 2026$13.2M
Q2 2026$2.1M
Q2 2026$4.1M
Q2 2026$419K
Q2 2026$1M
Q2 2026$12.7M
Q2 2026$370K
Q2 2026$14.3M
Q3 2026$2.1M
Q3 2026$4.1M
Q3 2026$411K
Q3 2026$1M
Q3 2026$10.4M
Q3 2026$377K
Q3 2026$14.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$14.3M38.2K——
Q3 2026$377K538——
Q3 2026$10.4M183.9K——
Q3 2026$1M21.2K——
Q3 2026$411K2.6K——
Q3 2026$4.1M57.6K——
Q3 2026$2.1M27.1K——
Q2 2026$14.3M38.5K——
Q2 2026$370K538——
Q2 2026$12.7M215.5K——
Q2 2026$1M20.1K——
Q2 2026$419K2.6K——
Q2 2026$4.1M57.3K——
Q2 2026$2.1M27.2K——
Q1 2026$13.2M41.0K——
Q1 2026$11.6M195.0K——
Q1 2026$858K17.2K——
Q1 2026$392K2.6K——
Q1 2026$3.2M49.9K——
Q1 2026$2.2M28.1K——
Q4 2025$13.1M38.9K——
Q4 2025$11.1M185.4K——
Q4 2025$800K16.2K——
Q4 2025$380K2.6K——
Q4 2025$2.9M46.5K——
Q4 2025$2.5M31.9K——

Other funds holding VGES

Other HMV Wealth Advisors, LLC positions

ETHA

ISHARES TR

$16.1M
ETHA

ISHARES TR

$15.2M
ETHA

ISHARES TR

$13.9M
ETHA

ISHARES TR

$13.1M
NEE-PS

DIMENSIONAL ETF TRUST

$8.2M
NEE-PS

DIMENSIONAL ETF TRUST

$7.7M
ETHA

ISHARES TR

$7.3M
MSFT

DIMENSIONAL ETF TRUST

$7.2M