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LEGACY FINANCIAL INDEPENDENT ADVISORS LLC → VGES

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC VGES Position History

VGES

Quarters held
6
Latest value
$680K
Q3 2026
Peak value
$6.5M
First seen
Q1 2026

Dollar value over time

Show data table
PeriodPosition value
Q1 2026$344K
Q1 2026$679K
Q2 2026$6.3M
Q2 2026$729K
Q3 2026$6.5M
Q3 2026$680K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$680K7.6K——
Q3 2026$6.5M138.3K——
Q2 2026$729K7.6K——
Q2 2026$6.3M130.7K——
Q1 2026$679K7.7K——
Q1 2026$344K7.2K——

Other funds holding VGES

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$6.8M
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