Back to VGES
Legacy Financial Strategies, LLC → VGES
Legacy Financial Strategies, LLC VGES Position History
VGES
Quarters held
39
Latest value
$20.5M
Q3 2026
Peak value
$20.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q3 2025 | $202K |
| Q3 2025 | $300K |
| Q3 2025 | $5.4M |
| Q3 2025 | $313K |
| Q3 2025 | $214K |
| Q3 2025 | $18.9M |
| Q4 2025 | $1.1M |
| Q4 2025 | $205K |
| Q4 2025 | $303K |
| Q4 2025 | $5.5M |
| Q4 2025 | $346K |
| Q4 2025 | $206K |
| Q4 2025 | $17.5M |
| Q1 2026 | $1.2M |
| Q1 2026 | $212K |
| Q1 2026 | $205K |
| Q1 2026 | $280K |
| Q1 2026 | $4.8M |
| Q1 2026 | $335K |
| Q1 2026 | $17M |
| Q2 2026 | $1.1M |
| Q2 2026 | $589K |
| Q2 2026 | $207K |
| Q2 2026 | $384K |
| Q2 2026 | $5.1M |
| Q2 2026 | $207K |
| Q2 2026 | $254K |
| Q2 2026 | $374K |
| Q2 2026 | $19.9M |
| Q3 2026 | $1.1M |
| Q3 2026 | $579K |
| Q3 2026 | $201K |
| Q3 2026 | $404K |
| Q3 2026 | $242K |
| Q3 2026 | $5.2M |
| Q3 2026 | $254K |
| Q3 2026 | $384K |
| Q3 2026 | $20.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $20.5M | 54.7K | — | — |
| Q3 2026 | $384K | 1.8K | — | — |
| Q3 2026 | $254K | 2.8K | — | — |
| Q3 2026 | $5.2M | 7.4K | — | — |
| Q3 2026 | $242K | 5.1K | — | — |
| Q3 2026 | $404K | 3.2K | — | — |
| Q3 2026 | $201K | 922 | — | — |
| Q3 2026 | $579K | 3.7K | — | — |
| Q3 2026 | $1.1M | 15.2K | — | — |
| Q2 2026 | $19.9M | 53.8K | — | — |
| Q2 2026 | $374K | 1.7K | — | — |
| Q2 2026 | $254K | 2.9K | — | — |
| Q2 2026 | $207K | 2.1K | — | — |
| Q2 2026 | $5.1M | 7.4K | — | — |
| Q2 2026 | $384K | 3.2K | — | — |
| Q2 2026 | $207K | 917 | — | — |
| Q2 2026 | $589K | 3.7K | — | — |
| Q2 2026 | $1.1M | 15.7K | — | — |
| Q1 2026 | $17M | 53.0K | — | — |
| Q1 2026 | $335K | 1.7K | — | — |
| Q1 2026 | $4.8M | 8.0K | — | — |
| Q1 2026 | $280K | 402 | — | — |
| Q1 2026 | $205K | 912 | — | — |
| Q1 2026 | $212K | 1.4K | — | — |
| Q1 2026 | $1.2M | 15.9K | — | — |
| Q4 2025 | $17.5M | 52.2K | — | — |
| Q4 2025 | $206K | 798 | — | — |
| Q4 2025 | $346K | 1.8K | — | — |
| Q4 2025 | $5.5M | 8.7K | — | — |
| Q4 2025 | $303K | 402 | — | — |
| Q4 2025 | $205K | 1.4K | — | — |
| Q4 2025 | $1.1M | 15.3K | — | — |
| Q3 2025 | $18.9M | 57.5K | — | — |
| Q3 2025 | $214K | 842 | — | — |
| Q3 2025 | $313K | 1.7K | — | — |
| Q3 2025 | $5.4M | 8.8K | — | — |
| Q3 2025 | $300K | 402 | — | — |
| Q3 2025 | $202K | 1.4K | — | — |
| Q3 2025 | $1.4M | 18.4K | — | — |