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Legacy Wealth Management, LLC / MS → VGES
Legacy Wealth Management, LLC / MS VGES Position History
VGES
Quarters held
12
Latest value
$4M
Q3 2026
Peak value
$4.3M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $606K |
| Q4 2025 | $1M |
| Q4 2025 | $4.1M |
| Q1 2026 | $561K |
| Q1 2026 | $981K |
| Q1 2026 | $3.8M |
| Q2 2026 | $768K |
| Q2 2026 | $1.1M |
| Q2 2026 | $4.3M |
| Q3 2026 | $808K |
| Q3 2026 | $1.2M |
| Q3 2026 | $4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4M | 10.8K | — | — |
| Q3 2026 | $1.2M | 1.6K | — | — |
| Q3 2026 | $808K | 6.4K | — | — |
| Q2 2026 | $4.3M | 11.8K | — | — |
| Q2 2026 | $1.1M | 1.6K | — | — |
| Q2 2026 | $768K | 6.4K | — | — |
| Q1 2026 | $3.8M | 11.8K | — | — |
| Q1 2026 | $981K | 1.6K | — | — |
| Q1 2026 | $561K | 803 | — | — |
| Q4 2025 | $4.1M | 12.2K | — | — |
| Q4 2025 | $1M | 1.6K | — | — |
| Q4 2025 | $606K | 803 | — | — |