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Ledgewood Wealth Advisors, LLC → VGES

Ledgewood Wealth Advisors, LLC VGES Position History

VGES

Quarters held
18
Latest value
$5.9M
Q3 2026
Peak value
$6.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$235K
Q3 2025$1.6M
Q3 2025$5.3M
Q4 2025$241K
Q4 2025$3.7M
Q4 2025$5.3M
Q1 2026$223K
Q1 2026$3.9M
Q1 2026$5.1M
Q2 2026$245K
Q2 2026$215K
Q2 2026$6M
Q2 2026$5.8M
Q2 2026$205K
Q3 2026$251K
Q3 2026$201K
Q3 2026$6.3M
Q3 2026$5.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.9M8.5K——
Q3 2026$6.3M83.4K——
Q3 2026$201K1.6K——
Q3 2026$251K1.9K——
Q2 2026$205K675——
Q2 2026$5.8M8.5K——
Q2 2026$6M78.8K——
Q2 2026$215K1.6K——
Q2 2026$245K1.9K——
Q1 2026$5.1M8.5K——
Q1 2026$3.9M51.1K——
Q1 2026$223K2.0K——
Q4 2025$5.3M8.5K——
Q4 2025$3.7M48.8K——
Q4 2025$241K2.0K——
Q3 2025$5.3M8.7K——
Q3 2025$1.6M21.7K——
Q3 2025$235K2.0K——

Other funds holding VGES

Other Ledgewood Wealth Advisors, LLC positions

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MSEXP

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$13.7M
PFS

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MSEXP

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$13.2M
PFS

PROVIDENT FINL SVCS INC

$13.1M