Back to VGES
Independent Wealth Advisors LLC → VGES
Independent Wealth Advisors LLC VGES Position History
VGES
Quarters held
68
Latest value
$380K
Q3 2026
Peak value
$4.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $268K |
| Q4 2025 | $2.2M |
| Q4 2025 | $687K |
| Q4 2025 | $3.3M |
| Q4 2025 | $208K |
| Q4 2025 | $1M |
| Q4 2025 | $491K |
| Q4 2025 | $325K |
| Q4 2025 | $332K |
| Q4 2025 | $232K |
| Q4 2025 | $626K |
| Q4 2025 | $1.2M |
| Q4 2025 | $443K |
| Q4 2025 | $363K |
| Q4 2025 | $1.2M |
| Q4 2025 | $412K |
| Q4 2025 | $348K |
| Q1 2026 | $320K |
| Q1 2026 | $2.1M |
| Q1 2026 | $706K |
| Q1 2026 | $3.2M |
| Q1 2026 | $215K |
| Q1 2026 | $1M |
| Q1 2026 | $513K |
| Q1 2026 | $327K |
| Q1 2026 | $295K |
| Q1 2026 | $307K |
| Q1 2026 | $650K |
| Q1 2026 | $1.2M |
| Q1 2026 | $438K |
| Q1 2026 | $325K |
| Q1 2026 | $1.1M |
| Q1 2026 | $404K |
| Q1 2026 | $354K |
| Q2 2026 | $336K |
| Q2 2026 | $2.4M |
| Q2 2026 | $714K |
| Q2 2026 | $3.7M |
| Q2 2026 | $262K |
| Q2 2026 | $1.2M |
| Q2 2026 | $606K |
| Q2 2026 | $386K |
| Q2 2026 | $405K |
| Q2 2026 | $336K |
| Q2 2026 | $714K |
| Q2 2026 | $1.2M |
| Q2 2026 | $492K |
| Q2 2026 | $385K |
| Q2 2026 | $1.3M |
| Q2 2026 | $468K |
| Q2 2026 | $374K |
| Q3 2026 | $335K |
| Q3 2026 | $2.5M |
| Q3 2026 | $704K |
| Q3 2026 | $4.1M |
| Q3 2026 | $258K |
| Q3 2026 | $1.1M |
| Q3 2026 | $601K |
| Q3 2026 | $380K |
| Q3 2026 | $425K |
| Q3 2026 | $324K |
| Q3 2026 | $708K |
| Q3 2026 | $1.2M |
| Q3 2026 | $501K |
| Q3 2026 | $376K |
| Q3 2026 | $1.2M |
| Q3 2026 | $463K |
| Q3 2026 | $380K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $380K | 1.0K | — | — |
| Q3 2026 | $463K | 1.6K | — | — |
| Q3 2026 | $1.2M | 5.6K | — | — |
| Q3 2026 | $376K | 4.2K | — | — |
| Q3 2026 | $501K | 6.4K | — | — |
| Q3 2026 | $1.2M | 5.0K | — | — |
| Q3 2026 | $708K | 3.6K | — | — |
| Q3 2026 | $324K | 462 | — | — |
| Q3 2026 | $425K | 3.4K | — | — |
| Q3 2026 | $380K | 6.4K | — | — |
| Q3 2026 | $601K | 7.2K | — | — |
| Q3 2026 | $1.1M | 7.0K | — | — |
| Q3 2026 | $258K | 1.7K | — | — |
| Q3 2026 | $4.1M | 14.4K | — | — |
| Q3 2026 | $704K | 4.4K | — | — |
| Q3 2026 | $2.5M | 26.8K | — | — |
| Q3 2026 | $335K | 3.9K | — | — |
| Q2 2026 | $374K | 1.0K | — | — |
| Q2 2026 | $468K | 1.5K | — | — |
| Q2 2026 | $1.3M | 5.7K | — | — |
| Q2 2026 | $385K | 4.5K | — | — |
| Q2 2026 | $492K | 6.1K | — | — |
| Q2 2026 | $1.2M | 5.0K | — | — |
| Q2 2026 | $714K | 3.6K | — | — |
| Q2 2026 | $336K | 490 | — | — |
| Q2 2026 | $405K | 3.4K | — | — |
| Q2 2026 | $386K | 6.5K | — | — |
| Q2 2026 | $606K | 7.2K | — | — |
| Q2 2026 | $1.2M | 7.3K | — | — |
| Q2 2026 | $262K | 1.7K | — | — |
| Q2 2026 | $3.7M | 13.4K | — | — |
| Q2 2026 | $714K | 4.4K | — | — |
| Q2 2026 | $2.4M | 26.9K | — | — |
| Q2 2026 | $336K | 3.9K | — | — |
| Q1 2026 | $354K | 1.1K | — | — |
| Q1 2026 | $404K | 1.5K | — | — |
| Q1 2026 | $1.1M | 5.7K | — | — |
| Q1 2026 | $325K | 745 | — | — |
| Q1 2026 | $438K | 1.5K | — | — |
| Q1 2026 | $1.2M | 5.5K | — | — |
| Q1 2026 | $650K | 3.5K | — | — |
| Q1 2026 | $307K | 514 | — | — |
| Q1 2026 | $295K | 423 | — | — |
| Q1 2026 | $327K | 6.0K | — | — |
| Q1 2026 | $513K | 6.8K | — | — |
| Q1 2026 | $1M | 7.4K | — | — |
| Q1 2026 | $215K | 1.5K | — | — |
| Q1 2026 | $3.2M | 13.5K | — | — |
| Q1 2026 | $706K | 4.9K | — | — |
| Q1 2026 | $2.1M | 5.8K | — | — |
| Q1 2026 | $320K | 4.2K | — | — |
| Q4 2025 | $348K | 1.0K | — | — |
| Q4 2025 | $412K | 1.6K | — | — |
| Q4 2025 | $1.2M | 6.2K | — | — |
| Q4 2025 | $363K | 744 | — | — |
| Q4 2025 | $443K | 1.5K | — | — |
| Q4 2025 | $1.2M | 5.5K | — | — |
| Q4 2025 | $626K | 3.5K | — | — |
| Q4 2025 | $232K | 371 | — | — |
| Q4 2025 | $332K | 440 | — | — |
| Q4 2025 | $325K | 6.0K | — | — |
| Q4 2025 | $491K | 6.7K | — | — |
| Q4 2025 | $1M | 7.4K | — | — |
| Q4 2025 | $208K | 1.4K | — | — |
| Q4 2025 | $3.3M | 13.1K | — | — |
| Q4 2025 | $687K | 4.9K | — | — |
| Q4 2025 | $2.2M | 5.3K | — | — |
| Q4 2025 | $268K | 3.6K | — | — |