Back to VGES
KINGSWOOD WEALTH ADVISORS, LLC → VGES
KINGSWOOD WEALTH ADVISORS, LLC VGES Position History
VGES
Quarters held
171
Latest value
$24.7M
Q3 2026
Peak value
$41.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.2M |
| Q4 2025 | $203K |
| Q4 2025 | $1.5M |
| Q4 2025 | $1.7M |
| Q4 2025 | $671K |
| Q4 2025 | $268K |
| Q4 2025 | $741K |
| Q4 2025 | $6.3M |
| Q4 2025 | $7.4M |
| Q4 2025 | $849K |
| Q4 2025 | $221K |
| Q4 2025 | $394K |
| Q4 2025 | $3.6M |
| Q4 2025 | $4M |
| Q4 2025 | $630K |
| Q4 2025 | $533K |
| Q4 2025 | $3.4M |
| Q4 2025 | $489K |
| Q4 2025 | $628K |
| Q4 2025 | $10.8M |
| Q4 2025 | $418K |
| Q4 2025 | $3.3M |
| Q4 2025 | $2M |
| Q4 2025 | $1.4M |
| Q4 2025 | $2.5M |
| Q4 2025 | $391K |
| Q4 2025 | $284K |
| Q4 2025 | $30.8M |
| Q4 2025 | $2.3M |
| Q4 2025 | $1.6M |
| Q4 2025 | $1M |
| Q4 2025 | $1.5M |
| Q4 2025 | $7.1M |
| Q4 2025 | $6.1M |
| Q4 2025 | $6.6M |
| Q4 2025 | $37.9M |
| Q4 2025 | $8.8M |
| Q4 2025 | $19.8M |
| Q1 2026 | $4.6M |
| Q1 2026 | $2.7M |
| Q1 2026 | $909K |
| Q1 2026 | $672K |
| Q1 2026 | $2M |
| Q1 2026 | $387K |
| Q1 2026 | $358K |
| Q1 2026 | $221K |
| Q1 2026 | $855K |
| Q1 2026 | $7M |
| Q1 2026 | $8.1M |
| Q1 2026 | $1.1M |
| Q1 2026 | $259K |
| Q1 2026 | $252K |
| Q1 2026 | $525K |
| Q1 2026 | $3.6M |
| Q1 2026 | $4.1M |
| Q1 2026 | $786K |
| Q1 2026 | $275K |
| Q1 2026 | $486K |
| Q1 2026 | $3.1M |
| Q1 2026 | $671K |
| Q1 2026 | $569K |
| Q1 2026 | $5.3M |
| Q1 2026 | $3.8M |
| Q1 2026 | $469K |
| Q1 2026 | $2.9M |
| Q1 2026 | $264K |
| Q1 2026 | $1.6M |
| Q1 2026 | $3M |
| Q1 2026 | $462K |
| Q1 2026 | $29.3M |
| Q1 2026 | $2.6M |
| Q1 2026 | $1.5M |
| Q1 2026 | $1.1M |
| Q1 2026 | $2.1M |
| Q1 2026 | $7.4M |
| Q1 2026 | $6.1M |
| Q1 2026 | $6.5M |
| Q1 2026 | $36.9M |
| Q1 2026 | $11.5M |
| Q1 2026 | $20.9M |
| Q2 2026 | $5.2M |
| Q2 2026 | $3.5M |
| Q2 2026 | $1.1M |
| Q2 2026 | $785K |
| Q2 2026 | $2.2M |
| Q2 2026 | $444K |
| Q2 2026 | $450K |
| Q2 2026 | $363K |
| Q2 2026 | $1.1M |
| Q2 2026 | $8.3M |
| Q2 2026 | $8.7M |
| Q2 2026 | $1.3M |
| Q2 2026 | $285K |
| Q2 2026 | $270K |
| Q2 2026 | $1.9M |
| Q2 2026 | $545K |
| Q2 2026 | $622K |
| Q2 2026 | $4.1M |
| Q2 2026 | $4.6M |
| Q2 2026 | $1M |
| Q2 2026 | $302K |
| Q2 2026 | $556K |
| Q2 2026 | $573K |
| Q2 2026 | $725K |
| Q2 2026 | $7.8M |
| Q2 2026 | $6.3M |
| Q2 2026 | $466K |
| Q2 2026 | $332K |
| Q2 2026 | $202K |
| Q2 2026 | $3.4M |
| Q2 2026 | $254K |
| Q2 2026 | $1.8M |
| Q2 2026 | $3M |
| Q2 2026 | $632K |
| Q2 2026 | $36.6M |
| Q2 2026 | $2.8M |
| Q2 2026 | $1.7M |
| Q2 2026 | $1.3M |
| Q2 2026 | $2.6M |
| Q2 2026 | $8.7M |
| Q2 2026 | $7M |
| Q2 2026 | $8.6M |
| Q2 2026 | $41.9M |
| Q2 2026 | $14.8M |
| Q2 2026 | $23.3M |
| Q3 2026 | $5.2M |
| Q3 2026 | $618K |
| Q3 2026 | $3.7M |
| Q3 2026 | $1.1M |
| Q3 2026 | $794K |
| Q3 2026 | $2.1M |
| Q3 2026 | $446K |
| Q3 2026 | $446K |
| Q3 2026 | $366K |
| Q3 2026 | $1.8M |
| Q3 2026 | $8.5M |
| Q3 2026 | $8.9M |
| Q3 2026 | $1.3M |
| Q3 2026 | $599K |
| Q3 2026 | $263K |
| Q3 2026 | $1.6M |
| Q3 2026 | $1.5M |
| Q3 2026 | $481K |
| Q3 2026 | $2.3M |
| Q3 2026 | $4M |
| Q3 2026 | $4.5M |
| Q3 2026 | $1M |
| Q3 2026 | $440K |
| Q3 2026 | $505K |
| Q3 2026 | $654K |
| Q3 2026 | $716K |
| Q3 2026 | $8.3M |
| Q3 2026 | $5.5M |
| Q3 2026 | $410K |
| Q3 2026 | $322K |
| Q3 2026 | $3.8M |
| Q3 2026 | $200K |
| Q3 2026 | $1.8M |
| Q3 2026 | $2.9M |
| Q3 2026 | $1.4M |
| Q3 2026 | $40.5M |
| Q3 2026 | $2.9M |
| Q3 2026 | $1.6M |
| Q3 2026 | $1.3M |
| Q3 2026 | $2.5M |
| Q3 2026 | $8.4M |
| Q3 2026 | $7.1M |
| Q3 2026 | $9.3M |
| Q3 2026 | $41.9M |
| Q3 2026 | $15.1M |
| Q3 2026 | $24.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $24.7M | 66.0K | — | — |
| Q3 2026 | $15.1M | 53.2K | — | — |
| Q3 2026 | $41.9M | 193.8K | — | — |
| Q3 2026 | $9.3M | 102.8K | — | — |
| Q3 2026 | $7.1M | 20.1K | — | — |
| Q3 2026 | $8.4M | 107.5K | — | — |
| Q3 2026 | $2.5M | 11.0K | — | — |
| Q3 2026 | $1.3M | 14.1K | — | — |
| Q3 2026 | $1.6M | 5.6K | — | — |
| Q3 2026 | $2.9M | 14.7K | — | — |
| Q3 2026 | $40.5M | 57.8K | — | — |
| Q3 2026 | $1.4M | 30.6K | — | — |
| Q3 2026 | $2.9M | 37.6K | — | — |
| Q3 2026 | $1.8M | 16.1K | — | — |
| Q3 2026 | $200K | 3.5K | — | — |
| Q3 2026 | $3.8M | 29.4K | — | — |
| Q3 2026 | $322K | 5.6K | — | — |
| Q3 2026 | $410K | 2.4K | — | — |
| Q3 2026 | $5.5M | 25.4K | — | — |
| Q3 2026 | $8.3M | 65.9K | — | — |
| Q3 2026 | $716K | 5.5K | — | — |
| Q3 2026 | $654K | 3.8K | — | — |
| Q3 2026 | $505K | 1.4K | — | — |
| Q3 2026 | $440K | 5.1K | — | — |
| Q3 2026 | $1M | 17.2K | — | — |
| Q3 2026 | $4.5M | 54.3K | — | — |
| Q3 2026 | $4M | 25.6K | — | — |
| Q3 2026 | $2.3M | 30.5K | — | — |
| Q3 2026 | $481K | 10.3K | — | — |
| Q3 2026 | $1.5M | 30.3K | — | — |
| Q3 2026 | $1.6M | 17.2K | — | — |
| Q3 2026 | $263K | 5.3K | — | — |
| Q3 2026 | $599K | 6.3K | — | — |
| Q3 2026 | $1.3M | 13.0K | — | — |
| Q3 2026 | $8.9M | 57.2K | — | — |
| Q3 2026 | $8.5M | 120.4K | — | — |
| Q3 2026 | $1.8M | 25.6K | — | — |
| Q3 2026 | $366K | 4.8K | — | — |
| Q3 2026 | $446K | 6.1K | — | — |
| Q3 2026 | $446K | 2.0K | — | — |
| Q3 2026 | $2.1M | 24.9K | — | — |
| Q3 2026 | $794K | 2.8K | — | — |
| Q3 2026 | $1.1M | 6.8K | — | — |
| Q3 2026 | $3.7M | 39.8K | — | — |
| Q3 2026 | $618K | 4.6K | — | — |
| Q3 2026 | $5.2M | 61.1K | — | — |
| Q2 2026 | $23.3M | 62.9K | — | — |
| Q2 2026 | $14.8M | 49.0K | — | — |
| Q2 2026 | $41.9M | 192.2K | — | — |
| Q2 2026 | $8.6M | 100.1K | — | — |
| Q2 2026 | $7M | 20.2K | — | — |
| Q2 2026 | $8.7M | 107.9K | — | — |
| Q2 2026 | $2.6M | 10.5K | — | — |
| Q2 2026 | $1.3M | 13.0K | — | — |
| Q2 2026 | $1.7M | 5.7K | — | — |
| Q2 2026 | $2.8M | 14.2K | — | — |
| Q2 2026 | $36.6M | 53.3K | — | — |
| Q2 2026 | $632K | 12.5K | — | — |
| Q2 2026 | $3M | 36.6K | — | — |
| Q2 2026 | $1.8M | 17.1K | — | — |
| Q2 2026 | $254K | 4.3K | — | — |
| Q2 2026 | $3.4M | 26.8K | — | — |
| Q2 2026 | $202K | 2.6K | — | — |
| Q2 2026 | $332K | 5.7K | — | — |
| Q2 2026 | $466K | 2.4K | — | — |
| Q2 2026 | $6.3M | 27.7K | — | — |
| Q2 2026 | $7.8M | 65.3K | — | — |
| Q2 2026 | $725K | 5.5K | — | — |
| Q2 2026 | $573K | 3.8K | — | — |
| Q2 2026 | $556K | 1.4K | — | — |
| Q2 2026 | $302K | 3.4K | — | — |
| Q2 2026 | $1M | 17.1K | — | — |
| Q2 2026 | $4.6M | 54.6K | — | — |
| Q2 2026 | $4.1M | 25.9K | — | — |
| Q2 2026 | $622K | 8.2K | — | — |
| Q2 2026 | $545K | 11.3K | — | — |
| Q2 2026 | $1.9M | 19.3K | — | — |
| Q2 2026 | $270K | 5.4K | — | — |
| Q2 2026 | $285K | 3.0K | — | — |
| Q2 2026 | $1.3M | 13.3K | — | — |
| Q2 2026 | $8.7M | 54.9K | — | — |
| Q2 2026 | $8.3M | 116.7K | — | — |
| Q2 2026 | $1.1M | 15.3K | — | — |
| Q2 2026 | $363K | 4.7K | — | — |
| Q2 2026 | $450K | 5.9K | — | — |
| Q2 2026 | $444K | 2.0K | — | — |
| Q2 2026 | $2.2M | 26.1K | — | — |
| Q2 2026 | $785K | 2.9K | — | — |
| Q2 2026 | $1.1M | 6.7K | — | — |
| Q2 2026 | $3.5M | 39.5K | — | — |
| Q2 2026 | $5.2M | 60.4K | — | — |
| Q1 2026 | $20.9M | 65.1K | — | — |
| Q1 2026 | $11.5M | 43.8K | — | — |
| Q1 2026 | $36.9M | 188.1K | — | — |
| Q1 2026 | $6.5M | 14.9K | — | — |
| Q1 2026 | $6.1M | 20.3K | — | — |
| Q1 2026 | $7.4M | 25.8K | — | — |
| Q1 2026 | $2.1M | 9.9K | — | — |
| Q1 2026 | $1.1M | 11.9K | — | — |
| Q1 2026 | $1.5M | 5.7K | — | — |
| Q1 2026 | $2.6M | 14.0K | — | — |
| Q1 2026 | $29.3M | 49.1K | — | — |
| Q1 2026 | $462K | 9.3K | — | — |
| Q1 2026 | $3M | 35.9K | — | — |
| Q1 2026 | $1.6M | 16.6K | — | — |
| Q1 2026 | $264K | 4.4K | — | — |
| Q1 2026 | $2.9M | 26.6K | — | — |
| Q1 2026 | $469K | 2.4K | — | — |
| Q1 2026 | $3.8M | 17.1K | — | — |
| Q1 2026 | $5.3M | 7.7K | — | — |
| Q1 2026 | $569K | 4.7K | — | — |
| Q1 2026 | $671K | 3.9K | — | — |
| Q1 2026 | $3.1M | 13.7K | — | — |
| Q1 2026 | $486K | 1.4K | — | — |
| Q1 2026 | $275K | 3.3K | — | — |
| Q1 2026 | $786K | 14.5K | — | — |
| Q1 2026 | $4.1M | 54.2K | — | — |
| Q1 2026 | $3.6M | 25.8K | — | — |
| Q1 2026 | $525K | 10.9K | — | — |
| Q1 2026 | $252K | 5.0K | — | — |
| Q1 2026 | $259K | 2.9K | — | — |
| Q1 2026 | $1.1M | 11.9K | — | — |
| Q1 2026 | $8.1M | 54.8K | — | — |
| Q1 2026 | $7M | 109.3K | — | — |
| Q1 2026 | $855K | 11.6K | — | — |
| Q1 2026 | $221K | 2.8K | — | — |
| Q1 2026 | $358K | 4.6K | — | — |
| Q1 2026 | $387K | 1.9K | — | — |
| Q1 2026 | $2M | 4.9K | — | — |
| Q1 2026 | $672K | 2.8K | — | — |
| Q1 2026 | $909K | 6.3K | — | — |
| Q1 2026 | $2.7M | 7.4K | — | — |
| Q1 2026 | $4.6M | 59.7K | — | — |
| Q4 2025 | $19.8M | 59.2K | — | — |
| Q4 2025 | $8.8M | 34.0K | — | — |
| Q4 2025 | $37.9M | 198.2K | — | — |
| Q4 2025 | $6.6M | 13.5K | — | — |
| Q4 2025 | $6.1M | 19.5K | — | — |
| Q4 2025 | $7.1M | 24.4K | — | — |
| Q4 2025 | $1.5M | 7.3K | — | — |
| Q4 2025 | $1M | 11.6K | — | — |
| Q4 2025 | $1.6M | 5.6K | — | — |
| Q4 2025 | $2.3M | 13.2K | — | — |
| Q4 2025 | $30.8M | 49.2K | — | — |
| Q4 2025 | $284K | 5.6K | — | — |
| Q4 2025 | $391K | 4.7K | — | — |
| Q4 2025 | $2.5M | 32.8K | — | — |
| Q4 2025 | $1.4M | 15.1K | — | — |
| Q4 2025 | $2M | 33.2K | — | — |
| Q4 2025 | $3.3M | 27.0K | — | — |
| Q4 2025 | $418K | 2.3K | — | — |
| Q4 2025 | $10.8M | 14.4K | — | — |
| Q4 2025 | $628K | 4.7K | — | — |
| Q4 2025 | $489K | 3.9K | — | — |
| Q4 2025 | $3.4M | 16.3K | — | — |
| Q4 2025 | $533K | 1.4K | — | — |
| Q4 2025 | $630K | 11.7K | — | — |
| Q4 2025 | $4M | 54.9K | — | — |
| Q4 2025 | $3.6M | 25.9K | — | — |
| Q4 2025 | $394K | 8.2K | — | — |
| Q4 2025 | $221K | 4.5K | — | — |
| Q4 2025 | $849K | 9.4K | — | — |
| Q4 2025 | $7.4M | 51.4K | — | — |
| Q4 2025 | $6.3M | 100.2K | — | — |
| Q4 2025 | $741K | 10.0K | — | — |
| Q4 2025 | $268K | 3.4K | — | — |
| Q4 2025 | $671K | 8.6K | — | — |
| Q4 2025 | $1.7M | 3.9K | — | — |
| Q4 2025 | $1.5M | 3.6K | — | — |
| Q4 2025 | $203K | 1.7K | — | — |
| Q4 2025 | $4.2M | 55.4K | — | — |