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MARKET STREET WEALTH MANAGEMENT ADVISORS LLC → VGES
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC VGES Position History
VGES
Quarters held
97
Latest value
$2.1M
Q3 2026
Peak value
$31M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $365K |
| Q3 2025 | $284K |
| Q3 2025 | $1.1M |
| Q3 2025 | $4.9M |
| Q3 2025 | $380K |
| Q3 2025 | $311K |
| Q3 2025 | $979K |
| Q3 2025 | $15M |
| Q3 2025 | $2M |
| Q3 2025 | $1.2M |
| Q3 2025 | $21.7M |
| Q3 2025 | $386K |
| Q3 2025 | $5.6M |
| Q3 2025 | $6.9M |
| Q3 2025 | $1.6M |
| Q3 2025 | $2.4M |
| Q3 2025 | $23.6M |
| Q3 2025 | $26.1M |
| Q3 2025 | $2.2M |
| Q4 2025 | $372K |
| Q4 2025 | $274K |
| Q4 2025 | $901K |
| Q4 2025 | $5.6M |
| Q4 2025 | $397K |
| Q4 2025 | $316K |
| Q4 2025 | $1.4M |
| Q4 2025 | $11.7M |
| Q4 2025 | $2M |
| Q4 2025 | $1.2M |
| Q4 2025 | $22.5M |
| Q4 2025 | $379K |
| Q4 2025 | $5.2M |
| Q4 2025 | $6.9M |
| Q4 2025 | $1.6M |
| Q4 2025 | $2.5M |
| Q4 2025 | $23.3M |
| Q4 2025 | $27.1M |
| Q4 2025 | $2M |
| Q1 2026 | $346K |
| Q1 2026 | $299K |
| Q1 2026 | $893K |
| Q1 2026 | $4.8M |
| Q1 2026 | $407K |
| Q1 2026 | $326K |
| Q1 2026 | $1.3M |
| Q1 2026 | $9.2M |
| Q1 2026 | $1.7M |
| Q1 2026 | $1.1M |
| Q1 2026 | $22.9M |
| Q1 2026 | $376K |
| Q1 2026 | $4.9M |
| Q1 2026 | $6.5M |
| Q1 2026 | $1.6M |
| Q1 2026 | $2.3M |
| Q1 2026 | $21M |
| Q1 2026 | $27.7M |
| Q1 2026 | $2M |
| Q2 2026 | $407K |
| Q2 2026 | $356K |
| Q2 2026 | $887K |
| Q2 2026 | $4.8M |
| Q2 2026 | $453K |
| Q2 2026 | $348K |
| Q2 2026 | $1.2M |
| Q2 2026 | $8.4M |
| Q2 2026 | $2M |
| Q2 2026 | $1.5M |
| Q2 2026 | $23.5M |
| Q2 2026 | $375K |
| Q2 2026 | $4.9M |
| Q2 2026 | $7.4M |
| Q2 2026 | $1.7M |
| Q2 2026 | $2.6M |
| Q2 2026 | $25M |
| Q2 2026 | $31M |
| Q2 2026 | $2.3M |
| Q3 2026 | $417K |
| Q3 2026 | $327K |
| Q3 2026 | $820K |
| Q3 2026 | $4.4M |
| Q3 2026 | $405K |
| Q3 2026 | $342K |
| Q3 2026 | $669K |
| Q3 2026 | $11.5M |
| Q3 2026 | $1.9M |
| Q3 2026 | $1.5M |
| Q3 2026 | $30.4M |
| Q3 2026 | $7M |
| Q3 2026 | $7.2M |
| Q3 2026 | $237K |
| Q3 2026 | $4M |
| Q3 2026 | $7.6M |
| Q3 2026 | $1.4M |
| Q3 2026 | $2.4M |
| Q3 2026 | $24.4M |
| Q3 2026 | $28.4M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 7.5K | — | — |
| Q3 2026 | $28.4M | 131.3K | — | — |
| Q3 2026 | $24.4M | 270.8K | — | — |
| Q3 2026 | $2.4M | 6.8K | — | — |
| Q3 2026 | $1.4M | 6.0K | — | — |
| Q3 2026 | $7.6M | 10.9K | — | — |
| Q3 2026 | $4M | 50.7K | — | — |
| Q3 2026 | $237K | 4.7K | — | — |
| Q3 2026 | $7.2M | 105.1K | — | — |
| Q3 2026 | $7M | 122.8K | — | — |
| Q3 2026 | $30.4M | 393.6K | — | — |
| Q3 2026 | $1.5M | 12.1K | — | — |
| Q3 2026 | $1.9M | 31.7K | — | — |
| Q3 2026 | $11.5M | 244.4K | — | — |
| Q3 2026 | $669K | 13.5K | — | — |
| Q3 2026 | $342K | 2.2K | — | — |
| Q3 2026 | $405K | 5.7K | — | — |
| Q3 2026 | $4.4M | 63.4K | — | — |
| Q3 2026 | $820K | 11.3K | — | — |
| Q3 2026 | $327K | 3.8K | — | — |
| Q3 2026 | $417K | 3.1K | — | — |
| Q2 2026 | $2.3M | 7.5K | — | — |
| Q2 2026 | $31M | 142.2K | — | — |
| Q2 2026 | $25M | 290.3K | — | — |
| Q2 2026 | $2.6M | 7.6K | — | — |
| Q2 2026 | $1.7M | 6.9K | — | — |
| Q2 2026 | $7.4M | 10.8K | — | — |
| Q2 2026 | $4.9M | 59.0K | — | — |
| Q2 2026 | $375K | 6.8K | — | — |
| Q2 2026 | $23.5M | 297.3K | — | — |
| Q2 2026 | $1.5M | 12.6K | — | — |
| Q2 2026 | $2M | 32.7K | — | — |
| Q2 2026 | $8.4M | 173.9K | — | — |
| Q2 2026 | $1.2M | 24.3K | — | — |
| Q2 2026 | $348K | 2.2K | — | — |
| Q2 2026 | $453K | 6.4K | — | — |
| Q2 2026 | $4.8M | 65.6K | — | — |
| Q2 2026 | $887K | 11.6K | — | — |
| Q2 2026 | $356K | 4.3K | — | — |
| Q2 2026 | $407K | 3.1K | — | — |
| Q1 2026 | $2M | 7.5K | — | — |
| Q1 2026 | $27.7M | 141.3K | — | — |
| Q1 2026 | $21M | 48.0K | — | — |
| Q1 2026 | $2.3M | 7.7K | — | — |
| Q1 2026 | $1.6M | 7.2K | — | — |
| Q1 2026 | $6.5M | 10.9K | — | — |
| Q1 2026 | $4.9M | 59.4K | — | — |
| Q1 2026 | $376K | 6.8K | — | — |
| Q1 2026 | $22.9M | 288.8K | — | — |
| Q1 2026 | $1.1M | 1.6K | — | — |
| Q1 2026 | $1.7M | 31.5K | — | — |
| Q1 2026 | $9.2M | 191.4K | — | — |
| Q1 2026 | $1.3M | 26.3K | — | — |
| Q1 2026 | $326K | 2.2K | — | — |
| Q1 2026 | $407K | 6.4K | — | — |
| Q1 2026 | $4.8M | 65.6K | — | — |
| Q1 2026 | $893K | 11.6K | — | — |
| Q1 2026 | $299K | 733 | — | — |
| Q1 2026 | $346K | 3.1K | — | — |
| Q4 2025 | $2M | 7.7K | — | — |
| Q4 2025 | $27.1M | 141.9K | — | — |
| Q4 2025 | $23.3M | 47.7K | — | — |
| Q4 2025 | $2.5M | 7.9K | — | — |
| Q4 2025 | $1.6M | 7.5K | — | — |
| Q4 2025 | $6.9M | 11.0K | — | — |
| Q4 2025 | $5.2M | 61.5K | — | — |
| Q4 2025 | $379K | 6.8K | — | — |
| Q4 2025 | $22.5M | 282.7K | — | — |
| Q4 2025 | $1.2M | 1.6K | — | — |
| Q4 2025 | $2M | 37.2K | — | — |
| Q4 2025 | $11.7M | 241.9K | — | — |
| Q4 2025 | $1.4M | 27.8K | — | — |
| Q4 2025 | $316K | 2.2K | — | — |
| Q4 2025 | $397K | 6.4K | — | — |
| Q4 2025 | $5.6M | 75.2K | — | — |
| Q4 2025 | $901K | 11.6K | — | — |
| Q4 2025 | $274K | 617 | — | — |
| Q4 2025 | $372K | 3.1K | — | — |
| Q3 2025 | $2.2M | 8.8K | — | — |
| Q3 2025 | $26.1M | 140.0K | — | — |
| Q3 2025 | $23.6M | 49.2K | — | — |
| Q3 2025 | $2.4M | 7.9K | — | — |
| Q3 2025 | $1.6M | 7.7K | — | — |
| Q3 2025 | $6.9M | 11.2K | — | — |
| Q3 2025 | $5.6M | 66.4K | — | — |
| Q3 2025 | $386K | 6.8K | — | — |
| Q3 2025 | $21.7M | 270.9K | — | — |
| Q3 2025 | $1.2M | 1.6K | — | — |
| Q3 2025 | $2M | 37.2K | — | — |
| Q3 2025 | $15M | 302.6K | — | — |
| Q3 2025 | $979K | 19.6K | — | — |
| Q3 2025 | $311K | 2.2K | — | — |
| Q3 2025 | $380K | 6.3K | — | — |
| Q3 2025 | $4.9M | 66.1K | — | — |
| Q3 2025 | $1.1M | 14.0K | — | — |
| Q3 2025 | $284K | 653 | — | — |
| Q3 2025 | $365K | 3.1K | — | — |