Back to VGES
Morling Financial Advisors, LLC → VGES
Morling Financial Advisors, LLC VGES Position History
VGES
Quarters held
54
Latest value
$51M
Q3 2026
Peak value
$51M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.5M |
| Q3 2025 | $32K |
| Q3 2025 | $814K |
| Q3 2025 | $25.7M |
| Q3 2025 | $1.2M |
| Q3 2025 | $224K |
| Q3 2025 | $12K |
| Q3 2025 | $61K |
| Q3 2025 | $40K |
| Q3 2025 | $123K |
| Q3 2025 | $39.2M |
| Q4 2025 | $3.6M |
| Q4 2025 | $28K |
| Q4 2025 | $807K |
| Q4 2025 | $27.9M |
| Q4 2025 | $1.2M |
| Q4 2025 | $189K |
| Q4 2025 | $125K |
| Q4 2025 | $41.1M |
| Q1 2026 | $3.6M |
| Q1 2026 | $28K |
| Q1 2026 | $740K |
| Q1 2026 | $30.1M |
| Q1 2026 | $18.7M |
| Q1 2026 | $899K |
| Q1 2026 | $187K |
| Q1 2026 | $127K |
| Q1 2026 | $41.4M |
| Q2 2026 | $4.2M |
| Q2 2026 | $32K |
| Q2 2026 | $800K |
| Q2 2026 | $3K |
| Q2 2026 | $31M |
| Q2 2026 | $3K |
| Q2 2026 | $18.9M |
| Q2 2026 | $1M |
| Q2 2026 | $214K |
| Q2 2026 | $5K |
| Q2 2026 | $152K |
| Q2 2026 | $48.6M |
| Q3 2026 | $4.2M |
| Q3 2026 | $15K |
| Q3 2026 | $32K |
| Q3 2026 | $792K |
| Q3 2026 | $3K |
| Q3 2026 | $32.1M |
| Q3 2026 | $3K |
| Q3 2026 | $19.1M |
| Q3 2026 | $8K |
| Q3 2026 | $1.5M |
| Q3 2026 | $204K |
| Q3 2026 | $5K |
| Q3 2026 | $170K |
| Q3 2026 | $51M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $51M | 136.2K | — | — |
| Q3 2026 | $170K | 598 | — | — |
| Q3 2026 | $5K | 15 | — | — |
| Q3 2026 | $204K | 2.6K | — | — |
| Q3 2026 | $1.5M | 2.1K | — | — |
| Q3 2026 | $8K | 97 | — | — |
| Q3 2026 | $19.1M | 337.4K | — | — |
| Q3 2026 | $3K | 35 | — | — |
| Q3 2026 | $32.1M | 558.4K | — | — |
| Q3 2026 | $3K | 30 | — | — |
| Q3 2026 | $792K | 13.3K | — | — |
| Q3 2026 | $32K | 203 | — | — |
| Q3 2026 | $15K | 96 | — | — |
| Q3 2026 | $4.2M | 59.2K | — | — |
| Q2 2026 | $48.6M | 131.3K | — | — |
| Q2 2026 | $152K | 500 | — | — |
| Q2 2026 | $5K | 15 | — | — |
| Q2 2026 | $214K | 2.7K | — | — |
| Q2 2026 | $1M | 1.5K | — | — |
| Q2 2026 | $18.9M | 320.0K | — | — |
| Q2 2026 | $3K | 35 | — | — |
| Q2 2026 | $31M | 532.7K | — | — |
| Q2 2026 | $3K | 30 | — | — |
| Q2 2026 | $800K | 13.4K | — | — |
| Q2 2026 | $32K | 202 | — | — |
| Q2 2026 | $4.2M | 58.4K | — | — |
| Q1 2026 | $41.4M | 129.1K | — | — |
| Q1 2026 | $127K | 485 | — | — |
| Q1 2026 | $187K | 650 | — | — |
| Q1 2026 | $899K | 1.5K | — | — |
| Q1 2026 | $18.7M | 313.6K | — | — |
| Q1 2026 | $30.1M | 513.8K | — | — |
| Q1 2026 | $740K | 13.7K | — | — |
| Q1 2026 | $28K | 201 | — | — |
| Q1 2026 | $3.6M | 56.7K | — | — |
| Q4 2025 | $41.1M | 122.6K | — | — |
| Q4 2025 | $125K | 485 | — | — |
| Q4 2025 | $189K | 650 | — | — |
| Q4 2025 | $1.2M | 1.9K | — | — |
| Q4 2025 | $27.9M | 475.7K | — | — |
| Q4 2025 | $807K | 15.0K | — | — |
| Q4 2025 | $28K | 197 | — | — |
| Q4 2025 | $3.6M | 58.3K | — | — |
| Q3 2025 | $39.2M | 119.5K | — | — |
| Q3 2025 | $123K | 485 | — | — |
| Q3 2025 | $40K | 216 | — | — |
| Q3 2025 | $61K | 128 | — | — |
| Q3 2025 | $12K | 38 | — | — |
| Q3 2025 | $224K | 762 | — | — |
| Q3 2025 | $1.2M | 1.9K | — | — |
| Q3 2025 | $25.7M | 437.2K | — | — |
| Q3 2025 | $814K | 15.0K | — | — |
| Q3 2025 | $32K | 229 | — | — |
| Q3 2025 | $3.5M | 58.2K | — | — |