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Montgomery Financial Services LLC → VGES
Montgomery Financial Services LLC VGES Position History
VGES
Quarters held
32
Latest value
$300K
Q3 2026
Peak value
$3.9M
First seen
Q2 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q2 2026 | $83K |
| Q2 2026 | $36K |
| Q2 2026 | $463 |
| Q2 2026 | $6K |
| Q2 2026 | $3K |
| Q2 2026 | $18K |
| Q2 2026 | $7K |
| Q2 2026 | $3.9M |
| Q2 2026 | $29K |
| Q2 2026 | $13K |
| Q2 2026 | $2.4M |
| Q2 2026 | $297K |
| Q3 2026 | $83K |
| Q3 2026 | $7K |
| Q3 2026 | $466 |
| Q3 2026 | $8K |
| Q3 2026 | $4K |
| Q3 2026 | $19K |
| Q3 2026 | $21K |
| Q3 2026 | $3.2M |
| Q3 2026 | $13K |
| Q3 2026 | $54K |
| Q3 2026 | $3K |
| Q3 2026 | $23K |
| Q3 2026 | $9K |
| Q3 2026 | $2.3M |
| Q3 2026 | $3K |
| Q3 2026 | $3K |
| Q3 2026 | $34K |
| Q3 2026 | $5K |
| Q3 2026 | $14K |
| Q3 2026 | $300K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $300K | 802 | — | — |
| Q3 2026 | $14K | 152 | — | — |
| Q3 2026 | $5K | 20 | — | — |
| Q3 2026 | $34K | 98 | — | — |
| Q3 2026 | $3K | 10 | — | — |
| Q3 2026 | $3K | 16 | — | — |
| Q3 2026 | $2.3M | 3.3K | — | — |
| Q3 2026 | $9K | 114 | — | — |
| Q3 2026 | $23K | 449 | — | — |
| Q3 2026 | $3K | 72 | — | — |
| Q3 2026 | $54K | 956 | — | — |
| Q3 2026 | $13K | 103 | — | — |
| Q3 2026 | $3.2M | 28.3K | — | — |
| Q3 2026 | $21K | 370 | — | — |
| Q3 2026 | $19K | 152 | — | — |
| Q3 2026 | $4K | 23 | — | — |
| Q3 2026 | $8K | 134 | — | — |
| Q3 2026 | $466 | 3 | — | — |
| Q3 2026 | $7K | 100 | — | — |
| Q3 2026 | $83K | 975 | — | — |
| Q2 2026 | $297K | 802 | — | — |
| Q2 2026 | $2.4M | 3.5K | — | — |
| Q2 2026 | $13K | 237 | — | — |
| Q2 2026 | $29K | 486 | — | — |
| Q2 2026 | $3.9M | 31.8K | — | — |
| Q2 2026 | $7K | 123 | — | — |
| Q2 2026 | $18K | 152 | — | — |
| Q2 2026 | $3K | 23 | — | — |
| Q2 2026 | $6K | 108 | — | — |
| Q2 2026 | $463 | 3 | — | — |
| Q2 2026 | $36K | 410 | — | — |
| Q2 2026 | $83K | 975 | — | — |