Back to VGES
Key Client Fiduciary Advisors, LLC → VGES
Key Client Fiduciary Advisors, LLC VGES Position History
VGES
Quarters held
28
Latest value
$1.1M
Q3 2026
Peak value
$7.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $545K |
| Q4 2025 | $442K |
| Q4 2025 | $1M |
| Q4 2025 | $3.8M |
| Q4 2025 | $521K |
| Q4 2025 | $1.2M |
| Q1 2026 | $605K |
| Q1 2026 | $455K |
| Q1 2026 | $911K |
| Q1 2026 | $4M |
| Q1 2026 | $536K |
| Q1 2026 | $209K |
| Q1 2026 | $1.1M |
| Q2 2026 | $737K |
| Q2 2026 | $624K |
| Q2 2026 | $1.1M |
| Q2 2026 | $5M |
| Q2 2026 | $584K |
| Q2 2026 | $254K |
| Q2 2026 | $1.1M |
| Q3 2026 | $771K |
| Q3 2026 | $656K |
| Q3 2026 | $1.1M |
| Q3 2026 | $213K |
| Q3 2026 | $7.3M |
| Q3 2026 | $542K |
| Q3 2026 | $239K |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 2.8K | — | — |
| Q3 2026 | $239K | 840 | — | — |
| Q3 2026 | $542K | 2.3K | — | — |
| Q3 2026 | $7.3M | 10.4K | — | — |
| Q3 2026 | $213K | 4.5K | — | — |
| Q3 2026 | $1.1M | 8.3K | — | — |
| Q3 2026 | $656K | 5.2K | — | — |
| Q3 2026 | $771K | 10.9K | — | — |
| Q2 2026 | $1.1M | 3.0K | — | — |
| Q2 2026 | $254K | 839 | — | — |
| Q2 2026 | $584K | 2.4K | — | — |
| Q2 2026 | $5M | 7.3K | — | — |
| Q2 2026 | $1.1M | 8.3K | — | — |
| Q2 2026 | $624K | 5.2K | — | — |
| Q2 2026 | $737K | 10.3K | — | — |
| Q1 2026 | $1.1M | 3.5K | — | — |
| Q1 2026 | $209K | 798 | — | — |
| Q1 2026 | $536K | 2.5K | — | — |
| Q1 2026 | $4M | 6.7K | — | — |
| Q1 2026 | $911K | 8.3K | — | — |
| Q1 2026 | $455K | 651 | — | — |
| Q1 2026 | $605K | 9.4K | — | — |
| Q4 2025 | $1.2M | 3.6K | — | — |
| Q4 2025 | $521K | 2.5K | — | — |
| Q4 2025 | $3.8M | 6.0K | — | — |
| Q4 2025 | $1M | 8.3K | — | — |
| Q4 2025 | $442K | 586 | — | — |
| Q4 2025 | $545K | 8.7K | — | — |