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Kaufman Rossin Wealth, LLC → VGES

Kaufman Rossin Wealth, LLC VGES Position History

VGES

Quarters held
17
Latest value
$5.1M
Q3 2026
Peak value
$6.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.4M
Q4 2025$4.6M
Q4 2025$297K
Q4 2025$3.2M
Q1 2026$2M
Q1 2026$5.8M
Q1 2026$276K
Q1 2026$4.4M
Q2 2026$2.3M
Q2 2026$6.8M
Q2 2026$348K
Q2 2026$5M
Q3 2026$206K
Q3 2026$2.6M
Q3 2026$6.4M
Q3 2026$361K
Q3 2026$5.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.1M13.5K——
Q3 2026$361K4.0K——
Q3 2026$6.4M112.6K——
Q3 2026$2.6M52.0K——
Q3 2026$206K2.9K——
Q2 2026$5M13.4K——
Q2 2026$348K4.0K——
Q2 2026$6.8M115.8K——
Q2 2026$2.3M45.6K——
Q1 2026$4.4M13.6K——
Q1 2026$276K631——
Q1 2026$5.8M96.9K——
Q1 2026$2M39.2K——
Q4 2025$3.2M9.6K——
Q4 2025$297K609——
Q4 2025$4.6M76.2K——
Q4 2025$1.4M27.9K——

Other funds holding VGES

Other Kaufman Rossin Wealth, LLC positions

ETHA

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ETHA

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$25.7M
ETHA

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$19M
ETHA

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$18.6M
ETHA

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$9.4M
NEE-PS

DIMENSIONAL ETF TRUST

$9.4M
NEE-PS

DIMENSIONAL ETF TRUST

$9.3M
ETHA

ISHARES TR

$9.2M