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Level Financial Advisors VGES Position History
VGES
Quarters held
127
Latest value
$8.2M
Q3 2026
Peak value
$65.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q3 2025 | $320K |
| Q3 2025 | $500K |
| Q3 2025 | $234K |
| Q3 2025 | $3.6M |
| Q3 2025 | $2.1M |
| Q3 2025 | $15.6M |
| Q3 2025 | $24.6M |
| Q3 2025 | $1.9M |
| Q3 2025 | $7.8M |
| Q3 2025 | $2.2M |
| Q3 2025 | $4.8M |
| Q3 2025 | $26.3M |
| Q3 2025 | $13.5M |
| Q3 2025 | $252K |
| Q3 2025 | $10.2M |
| Q3 2025 | $239K |
| Q3 2025 | $54.5M |
| Q3 2025 | $207K |
| Q3 2025 | $562K |
| Q3 2025 | $1.2M |
| Q3 2025 | $8.9M |
| Q3 2025 | $8.6M |
| Q3 2025 | $1.9M |
| Q3 2025 | $6.9M |
| Q4 2025 | $1.6M |
| Q4 2025 | $284K |
| Q4 2025 | $511K |
| Q4 2025 | $233K |
| Q4 2025 | $3.5M |
| Q4 2025 | $2.6M |
| Q4 2025 | $16.5M |
| Q4 2025 | $27.1M |
| Q4 2025 | $1.8M |
| Q4 2025 | $8.7M |
| Q4 2025 | $2.1M |
| Q4 2025 | $5.1M |
| Q4 2025 | $29.4M |
| Q4 2025 | $14.3M |
| Q4 2025 | $251K |
| Q4 2025 | $11.2M |
| Q4 2025 | $240K |
| Q4 2025 | $56.9M |
| Q4 2025 | $210K |
| Q4 2025 | $310K |
| Q4 2025 | $1.1M |
| Q4 2025 | $10.2M |
| Q4 2025 | $9.3M |
| Q4 2025 | $2.2M |
| Q4 2025 | $7M |
| Q1 2026 | $1.6M |
| Q1 2026 | $284K |
| Q1 2026 | $474K |
| Q1 2026 | $232K |
| Q1 2026 | $3.7M |
| Q1 2026 | $3.1M |
| Q1 2026 | $17.8M |
| Q1 2026 | $28.9M |
| Q1 2026 | $1.8M |
| Q1 2026 | $10.3M |
| Q1 2026 | $2M |
| Q1 2026 | $5.6M |
| Q1 2026 | $29.9M |
| Q1 2026 | $14.6M |
| Q1 2026 | $502K |
| Q1 2026 | $203K |
| Q1 2026 | $12.2M |
| Q1 2026 | $238K |
| Q1 2026 | $54.9M |
| Q1 2026 | $219K |
| Q1 2026 | $247K |
| Q1 2026 | $1M |
| Q1 2026 | $10.6M |
| Q1 2026 | $10.1M |
| Q1 2026 | $2.5M |
| Q1 2026 | $7.1M |
| Q2 2026 | $1.3M |
| Q2 2026 | $326K |
| Q2 2026 | $559K |
| Q2 2026 | $232K |
| Q2 2026 | $3.5M |
| Q2 2026 | $3.2M |
| Q2 2026 | $18.5M |
| Q2 2026 | $34.6M |
| Q2 2026 | $1.8M |
| Q2 2026 | $12.4M |
| Q2 2026 | $2.1M |
| Q2 2026 | $7.1M |
| Q2 2026 | $31M |
| Q2 2026 | $14.9M |
| Q2 2026 | $580K |
| Q2 2026 | $230K |
| Q2 2026 | $13.4M |
| Q2 2026 | $241K |
| Q2 2026 | $64.5M |
| Q2 2026 | $234K |
| Q2 2026 | $244K |
| Q2 2026 | $1.1M |
| Q2 2026 | $15.2M |
| Q2 2026 | $12.9M |
| Q2 2026 | $3.3M |
| Q2 2026 | $8.2M |
| Q3 2026 | $1.6M |
| Q3 2026 | $321K |
| Q3 2026 | $573K |
| Q3 2026 | $364K |
| Q3 2026 | $4M |
| Q3 2026 | $3.5M |
| Q3 2026 | $18.5M |
| Q3 2026 | $27.5M |
| Q3 2026 | $1.6M |
| Q3 2026 | $12.7M |
| Q3 2026 | $2.1M |
| Q3 2026 | $7.2M |
| Q3 2026 | $33M |
| Q3 2026 | $15.5M |
| Q3 2026 | $1.7M |
| Q3 2026 | $366K |
| Q3 2026 | $13.8M |
| Q3 2026 | $289K |
| Q3 2026 | $65.4M |
| Q3 2026 | $232K |
| Q3 2026 | $1M |
| Q3 2026 | $15.6M |
| Q3 2026 | $13.5M |
| Q3 2026 | $3.4M |
| Q3 2026 | $8.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.2M | 22.0K | — | — |
| Q3 2026 | $3.4M | 12.0K | — | — |
| Q3 2026 | $13.5M | 62.7K | — | — |
| Q3 2026 | $15.6M | 173.1K | — | — |
| Q3 2026 | $1M | 4.3K | — | — |
| Q3 2026 | $232K | 1.2K | — | — |
| Q3 2026 | $65.4M | 93.2K | — | — |
| Q3 2026 | $289K | 6.1K | — | — |
| Q3 2026 | $13.8M | 310.7K | — | — |
| Q3 2026 | $366K | 3.4K | — | — |
| Q3 2026 | $1.7M | 13.2K | — | — |
| Q3 2026 | $15.5M | 200.3K | — | — |
| Q3 2026 | $33M | 572.7K | — | — |
| Q3 2026 | $7.2M | 121.2K | — | — |
| Q3 2026 | $2.1M | 13.4K | — | — |
| Q3 2026 | $12.7M | 270.8K | — | — |
| Q3 2026 | $1.6M | 31.7K | — | — |
| Q3 2026 | $27.5M | 390.2K | — | — |
| Q3 2026 | $18.5M | 241.6K | — | — |
| Q3 2026 | $3.5M | 47.8K | — | — |
| Q3 2026 | $4M | 64.0K | — | — |
| Q3 2026 | $364K | 3.7K | — | — |
| Q3 2026 | $573K | 4.2K | — | — |
| Q3 2026 | $321K | 4.0K | — | — |
| Q3 2026 | $1.6M | 26.8K | — | — |
| Q2 2026 | $8.2M | 22.1K | — | — |
| Q2 2026 | $3.3M | 11.0K | — | — |
| Q2 2026 | $12.9M | 59.4K | — | — |
| Q2 2026 | $15.2M | 176.9K | — | — |
| Q2 2026 | $1.1M | 4.6K | — | — |
| Q2 2026 | $244K | 2.5K | — | — |
| Q2 2026 | $234K | 1.2K | — | — |
| Q2 2026 | $64.5M | 93.9K | — | — |
| Q2 2026 | $241K | 4.8K | — | — |
| Q2 2026 | $13.4M | 287.3K | — | — |
| Q2 2026 | $230K | 2.2K | — | — |
| Q2 2026 | $580K | 4.5K | — | — |
| Q2 2026 | $14.9M | 188.4K | — | — |
| Q2 2026 | $31M | 532.9K | — | — |
| Q2 2026 | $7.1M | 118.2K | — | — |
| Q2 2026 | $2.1M | 13.7K | — | — |
| Q2 2026 | $12.4M | 256.0K | — | — |
| Q2 2026 | $1.8M | 35.0K | — | — |
| Q2 2026 | $34.6M | 485.7K | — | — |
| Q2 2026 | $18.5M | 237.9K | — | — |
| Q2 2026 | $3.2M | 41.9K | — | — |
| Q2 2026 | $3.5M | 51.1K | — | — |
| Q2 2026 | $232K | 2.3K | — | — |
| Q2 2026 | $559K | 4.2K | — | — |
| Q2 2026 | $326K | 4.0K | — | — |
| Q2 2026 | $1.3M | 21.5K | — | — |
| Q1 2026 | $7.1M | 22.2K | — | — |
| Q1 2026 | $2.5M | 9.5K | — | — |
| Q1 2026 | $10.1M | 51.5K | — | — |
| Q1 2026 | $10.6M | 24.3K | — | — |
| Q1 2026 | $1M | 4.6K | — | — |
| Q1 2026 | $247K | 2.8K | — | — |
| Q1 2026 | $219K | 1.2K | — | — |
| Q1 2026 | $54.9M | 91.8K | — | — |
| Q1 2026 | $238K | 4.8K | — | — |
| Q1 2026 | $12.2M | 260.3K | — | — |
| Q1 2026 | $203K | 2.2K | — | — |
| Q1 2026 | $502K | 4.6K | — | — |
| Q1 2026 | $14.6M | 184.2K | — | — |
| Q1 2026 | $29.9M | 511.0K | — | — |
| Q1 2026 | $5.6M | 103.1K | — | — |
| Q1 2026 | $2M | 14.0K | — | — |
| Q1 2026 | $10.3M | 214.4K | — | — |
| Q1 2026 | $1.8M | 35.4K | — | — |
| Q1 2026 | $28.9M | 451.5K | — | — |
| Q1 2026 | $17.8M | 226.8K | — | — |
| Q1 2026 | $3.1M | 40.2K | — | — |
| Q1 2026 | $3.7M | 53.6K | — | — |
| Q1 2026 | $232K | 2.3K | — | — |
| Q1 2026 | $474K | 4.2K | — | — |
| Q1 2026 | $284K | 4.0K | — | — |
| Q1 2026 | $1.6M | 25.6K | — | — |
| Q4 2025 | $7M | 20.9K | — | — |
| Q4 2025 | $2.2M | 8.4K | — | — |
| Q4 2025 | $9.3M | 48.5K | — | — |
| Q4 2025 | $10.2M | 20.9K | — | — |
| Q4 2025 | $1.1M | 5.4K | — | — |
| Q4 2025 | $310K | 3.5K | — | — |
| Q4 2025 | $210K | 1.2K | — | — |
| Q4 2025 | $56.9M | 90.7K | — | — |
| Q4 2025 | $240K | 4.8K | — | — |
| Q4 2025 | $11.2M | 237.0K | — | — |
| Q4 2025 | $251K | 2.1K | — | — |
| Q4 2025 | $14.3M | 179.5K | — | — |
| Q4 2025 | $29.4M | 500.8K | — | — |
| Q4 2025 | $5.1M | 94.2K | — | — |
| Q4 2025 | $2.1M | 14.9K | — | — |
| Q4 2025 | $8.7M | 180.2K | — | — |
| Q4 2025 | $1.8M | 36.8K | — | — |
| Q4 2025 | $27.1M | 434.2K | — | — |
| Q4 2025 | $16.5M | 209.8K | — | — |
| Q4 2025 | $2.6M | 32.9K | — | — |
| Q4 2025 | $3.5M | 50.1K | — | — |
| Q4 2025 | $233K | 2.3K | — | — |
| Q4 2025 | $511K | 4.2K | — | — |
| Q4 2025 | $284K | 4.0K | — | — |
| Q4 2025 | $1.6M | 24.5K | — | — |
| Q3 2025 | $6.9M | 21.0K | — | — |
| Q3 2025 | $1.9M | 7.3K | — | — |
| Q3 2025 | $8.6M | 46.2K | — | — |
| Q3 2025 | $8.9M | 18.5K | — | — |
| Q3 2025 | $1.2M | 5.7K | — | — |
| Q3 2025 | $562K | 6.1K | — | — |
| Q3 2025 | $207K | 1.2K | — | — |
| Q3 2025 | $54.5M | 89.0K | — | — |
| Q3 2025 | $239K | 4.8K | — | — |
| Q3 2025 | $10.2M | 217.7K | — | — |
| Q3 2025 | $252K | 2.1K | — | — |
| Q3 2025 | $13.5M | 168.9K | — | — |
| Q3 2025 | $26.3M | 446.3K | — | — |
| Q3 2025 | $4.8M | 87.8K | — | — |
| Q3 2025 | $2.2M | 15.4K | — | — |
| Q3 2025 | $7.8M | 156.8K | — | — |
| Q3 2025 | $1.9M | 38.5K | — | — |
| Q3 2025 | $24.6M | 411.1K | — | — |
| Q3 2025 | $15.6M | 197.2K | — | — |
| Q3 2025 | $2.1M | 26.3K | — | — |
| Q3 2025 | $3.6M | 50.2K | — | — |
| Q3 2025 | $234K | 2.3K | — | — |
| Q3 2025 | $500K | 4.2K | — | — |
| Q3 2025 | $320K | 4.6K | — | — |
| Q3 2025 | $1.2M | 19.2K | — | — |