Back to VGES
New England Private Wealth Advisors LLC → VGES
New England Private Wealth Advisors LLC VGES Position History
VGES
Quarters held
205
Latest value
$50.1M
Q3 2026
Peak value
$332.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.6M |
| Q3 2025 | $1M |
| Q3 2025 | $2.1M |
| Q3 2025 | $3.7M |
| Q3 2025 | $651K |
| Q3 2025 | $754K |
| Q3 2025 | $384K |
| Q3 2025 | $332K |
| Q3 2025 | $234K |
| Q3 2025 | $1.1M |
| Q3 2025 | $3.8M |
| Q3 2025 | $14.3M |
| Q3 2025 | $9.5M |
| Q3 2025 | $222K |
| Q3 2025 | $15.8M |
| Q3 2025 | $1.8M |
| Q3 2025 | $3.1M |
| Q3 2025 | $4.1M |
| Q3 2025 | $4.6M |
| Q3 2025 | $1.6M |
| Q3 2025 | $596K |
| Q3 2025 | $11.1M |
| Q3 2025 | $239K |
| Q3 2025 | $296K |
| Q3 2025 | $270K |
| Q3 2025 | $341K |
| Q3 2025 | $1.3M |
| Q3 2025 | $567K |
| Q3 2025 | $25M |
| Q3 2025 | $1.6M |
| Q3 2025 | $1.5M |
| Q3 2025 | $2.9M |
| Q3 2025 | $41.8M |
| Q4 2025 | $13.5M |
| Q4 2025 | $13.5M |
| Q4 2025 | $21.9M |
| Q4 2025 | $1.3M |
| Q4 2025 | $67K |
| Q4 2025 | $2.3M |
| Q4 2025 | $72.3M |
| Q4 2025 | $4.2M |
| Q4 2025 | $594K |
| Q4 2025 | $594K |
| Q4 2025 | $748K |
| Q4 2025 | $748K |
| Q4 2025 | $331K |
| Q4 2025 | $331K |
| Q4 2025 | $337K |
| Q4 2025 | $337K |
| Q4 2025 | $7.1M |
| Q4 2025 | $563K |
| Q4 2025 | $1.4M |
| Q4 2025 | $1.4M |
| Q4 2025 | $28.4M |
| Q4 2025 | $3.8M |
| Q4 2025 | $17.2M |
| Q4 2025 | $17.2M |
| Q4 2025 | $7.3M |
| Q4 2025 | $7.3M |
| Q4 2025 | $223K |
| Q4 2025 | $223K |
| Q4 2025 | $532K |
| Q4 2025 | $332.9M |
| Q4 2025 | $16.2M |
| Q4 2025 | $5.5M |
| Q4 2025 | $1.9M |
| Q4 2025 | $3.3M |
| Q4 2025 | $3.3M |
| Q4 2025 | $4.1M |
| Q4 2025 | $4.1M |
| Q4 2025 | $88.7M |
| Q4 2025 | $4.5M |
| Q4 2025 | $1.7M |
| Q4 2025 | $1.7M |
| Q4 2025 | $537K |
| Q4 2025 | $537K |
| Q4 2025 | $641K |
| Q4 2025 | $641K |
| Q4 2025 | $11.9M |
| Q4 2025 | $11.9M |
| Q4 2025 | $235K |
| Q4 2025 | $235K |
| Q4 2025 | $281K |
| Q4 2025 | $281K |
| Q4 2025 | $791K |
| Q4 2025 | $282K |
| Q4 2025 | $349K |
| Q4 2025 | $349K |
| Q4 2025 | $1.9M |
| Q4 2025 | $1.3M |
| Q4 2025 | $3M |
| Q4 2025 | $595K |
| Q4 2025 | $25.2M |
| Q4 2025 | $25.2M |
| Q4 2025 | $1.6M |
| Q4 2025 | $1.6M |
| Q4 2025 | $1.5M |
| Q4 2025 | $1.5M |
| Q4 2025 | $2.9M |
| Q4 2025 | $2.9M |
| Q4 2025 | $49.4M |
| Q4 2025 | $43M |
| Q1 2026 | $16M |
| Q1 2026 | $1.2M |
| Q1 2026 | $2.3M |
| Q1 2026 | $4.1M |
| Q1 2026 | $529K |
| Q1 2026 | $772K |
| Q1 2026 | $304K |
| Q1 2026 | $346K |
| Q1 2026 | $562K |
| Q1 2026 | $1.5M |
| Q1 2026 | $3.9M |
| Q1 2026 | $20.6M |
| Q1 2026 | $7.4M |
| Q1 2026 | $222K |
| Q1 2026 | $15.8M |
| Q1 2026 | $1.9M |
| Q1 2026 | $3.5M |
| Q1 2026 | $3.8M |
| Q1 2026 | $4.8M |
| Q1 2026 | $1.7M |
| Q1 2026 | $485K |
| Q1 2026 | $640K |
| Q1 2026 | $11.6M |
| Q1 2026 | $244K |
| Q1 2026 | $259K |
| Q1 2026 | $264K |
| Q1 2026 | $360K |
| Q1 2026 | $1.3M |
| Q1 2026 | $565K |
| Q1 2026 | $24.9M |
| Q1 2026 | $1.4M |
| Q1 2026 | $1.6M |
| Q1 2026 | $2.9M |
| Q1 2026 | $41.7M |
| Q2 2026 | $18.5M |
| Q2 2026 | $1.3M |
| Q2 2026 | $2.6M |
| Q2 2026 | $4.6M |
| Q2 2026 | $611K |
| Q2 2026 | $879K |
| Q2 2026 | $358K |
| Q2 2026 | $389K |
| Q2 2026 | $563K |
| Q2 2026 | $1.6M |
| Q2 2026 | $4.3M |
| Q2 2026 | $24.5M |
| Q2 2026 | $7.7M |
| Q2 2026 | $283K |
| Q2 2026 | $213K |
| Q2 2026 | $18.2M |
| Q2 2026 | $2.1M |
| Q2 2026 | $4.1M |
| Q2 2026 | $4.9M |
| Q2 2026 | $4.8M |
| Q2 2026 | $1.8M |
| Q2 2026 | $536K |
| Q2 2026 | $637K |
| Q2 2026 | $13.2M |
| Q2 2026 | $272K |
| Q2 2026 | $294K |
| Q2 2026 | $311K |
| Q2 2026 | $413K |
| Q2 2026 | $1.4M |
| Q2 2026 | $645K |
| Q2 2026 | $29.7M |
| Q2 2026 | $1.6M |
| Q2 2026 | $1.8M |
| Q2 2026 | $3.2M |
| Q2 2026 | $48.4M |
| Q3 2026 | $19.2M |
| Q3 2026 | $1.7M |
| Q3 2026 | $3M |
| Q3 2026 | $5.7M |
| Q3 2026 | $668K |
| Q3 2026 | $866K |
| Q3 2026 | $367K |
| Q3 2026 | $371K |
| Q3 2026 | $540K |
| Q3 2026 | $1.7M |
| Q3 2026 | $4M |
| Q3 2026 | $26M |
| Q3 2026 | $7.9M |
| Q3 2026 | $279K |
| Q3 2026 | $18.5M |
| Q3 2026 | $2.1M |
| Q3 2026 | $4.2M |
| Q3 2026 | $5.5M |
| Q3 2026 | $4.2M |
| Q3 2026 | $1.7M |
| Q3 2026 | $431K |
| Q3 2026 | $624K |
| Q3 2026 | $14.8M |
| Q3 2026 | $260K |
| Q3 2026 | $294K |
| Q3 2026 | $278K |
| Q3 2026 | $392K |
| Q3 2026 | $1.9M |
| Q3 2026 | $753K |
| Q3 2026 | $28.9M |
| Q3 2026 | $1.7M |
| Q3 2026 | $1.8M |
| Q3 2026 | $3.1M |
| Q3 2026 | $50.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $50.1M | 133.8K | — | — |
| Q3 2026 | $3.1M | 11.0K | — | — |
| Q3 2026 | $1.8M | 8.1K | — | — |
| Q3 2026 | $1.7M | 19.3K | — | — |
| Q3 2026 | $28.9M | 124.7K | — | — |
| Q3 2026 | $753K | 2.1K | — | — |
| Q3 2026 | $1.9M | 23.8K | — | — |
| Q3 2026 | $392K | 1.7K | — | — |
| Q3 2026 | $278K | 3.1K | — | — |
| Q3 2026 | $294K | 1.0K | — | — |
| Q3 2026 | $260K | 1.3K | — | — |
| Q3 2026 | $14.8M | 21.0K | — | — |
| Q3 2026 | $624K | 8.4K | — | — |
| Q3 2026 | $431K | 3.3K | — | — |
| Q3 2026 | $1.7M | 22.6K | — | — |
| Q3 2026 | $4.2M | 24.5K | — | — |
| Q3 2026 | $5.5M | 43.7K | — | — |
| Q3 2026 | $4.2M | 70.8K | — | — |
| Q3 2026 | $2.1M | 25.7K | — | — |
| Q3 2026 | $18.5M | 117.2K | — | — |
| Q3 2026 | $279K | 6.0K | — | — |
| Q3 2026 | $7.9M | 83.8K | — | — |
| Q3 2026 | $26M | 256.9K | — | — |
| Q3 2026 | $4M | 25.6K | — | — |
| Q3 2026 | $1.7M | 23.5K | — | — |
| Q3 2026 | $540K | 7.7K | — | — |
| Q3 2026 | $371K | 3.0K | — | — |
| Q3 2026 | $367K | 4.3K | — | — |
| Q3 2026 | $866K | 5.4K | — | — |
| Q3 2026 | $668K | 7.2K | — | — |
| Q3 2026 | $5.7M | 42.2K | — | — |
| Q3 2026 | $3M | 37.2K | — | — |
| Q3 2026 | $1.7M | 29.2K | — | — |
| Q3 2026 | $19.2M | 226.5K | — | — |
| Q2 2026 | $48.4M | 132.6K | — | — |
| Q2 2026 | $3.2M | 10.9K | — | — |
| Q2 2026 | $1.8M | 8.1K | — | — |
| Q2 2026 | $1.6M | 19.2K | — | — |
| Q2 2026 | $29.7M | 125.8K | — | — |
| Q2 2026 | $645K | 1.9K | — | — |
| Q2 2026 | $1.4M | 17.2K | — | — |
| Q2 2026 | $413K | 1.7K | — | — |
| Q2 2026 | $311K | 3.1K | — | — |
| Q2 2026 | $294K | 1.0K | — | — |
| Q2 2026 | $272K | 1.3K | — | — |
| Q2 2026 | $13.2M | 19.5K | — | — |
| Q2 2026 | $637K | 8.4K | — | — |
| Q2 2026 | $536K | 4.4K | — | — |
| Q2 2026 | $1.8M | 22.5K | — | — |
| Q2 2026 | $4.8M | 24.5K | — | — |
| Q2 2026 | $4.9M | 43.6K | — | — |
| Q2 2026 | $4.1M | 70.4K | — | — |
| Q2 2026 | $2.1M | 25.7K | — | — |
| Q2 2026 | $18.2M | 116.1K | — | — |
| Q2 2026 | $213K | 2.8K | — | — |
| Q2 2026 | $283K | 5.9K | — | — |
| Q2 2026 | $7.7M | 81.3K | — | — |
| Q2 2026 | $24.5M | 241.2K | — | — |
| Q2 2026 | $4.3M | 26.7K | — | — |
| Q2 2026 | $1.6M | 23.5K | — | — |
| Q2 2026 | $563K | 7.7K | — | — |
| Q2 2026 | $389K | 3.0K | — | — |
| Q2 2026 | $358K | 4.5K | — | — |
| Q2 2026 | $879K | 5.4K | — | — |
| Q2 2026 | $611K | 7.2K | — | — |
| Q2 2026 | $4.6M | 34.5K | — | — |
| Q2 2026 | $2.6M | 31.8K | — | — |
| Q2 2026 | $1.3M | 21.1K | — | — |
| Q2 2026 | $18.5M | 222.4K | — | — |
| Q1 2026 | $41.7M | 130.7K | — | — |
| Q1 2026 | $2.9M | 10.9K | — | — |
| Q1 2026 | $1.6M | 8.1K | — | — |
| Q1 2026 | $1.4M | 3.2K | — | — |
| Q1 2026 | $24.9M | 121.1K | — | — |
| Q1 2026 | $565K | 1.9K | — | — |
| Q1 2026 | $1.3M | 4.4K | — | — |
| Q1 2026 | $360K | 1.7K | — | — |
| Q1 2026 | $264K | 3.0K | — | — |
| Q1 2026 | $259K | 1.0K | — | — |
| Q1 2026 | $244K | 1.3K | — | — |
| Q1 2026 | $11.6M | 19.3K | — | — |
| Q1 2026 | $640K | 8.4K | — | — |
| Q1 2026 | $485K | 4.4K | — | — |
| Q1 2026 | $1.7M | 21.8K | — | — |
| Q1 2026 | $4.8M | 24.4K | — | — |
| Q1 2026 | $3.8M | 5.5K | — | — |
| Q1 2026 | $3.5M | 64.6K | — | — |
| Q1 2026 | $1.9M | 25.6K | — | — |
| Q1 2026 | $15.8M | 114.2K | — | — |
| Q1 2026 | $222K | 4.6K | — | — |
| Q1 2026 | $7.4M | 83.7K | — | — |
| Q1 2026 | $20.6M | 218.4K | — | — |
| Q1 2026 | $3.9M | 26.6K | — | — |
| Q1 2026 | $1.5M | 22.8K | — | — |
| Q1 2026 | $562K | 7.6K | — | — |
| Q1 2026 | $346K | 3.0K | — | — |
| Q1 2026 | $304K | 746 | — | — |
| Q1 2026 | $772K | 5.3K | — | — |
| Q1 2026 | $529K | 1.4K | — | — |
| Q1 2026 | $4.1M | 36.5K | — | — |
| Q1 2026 | $2.3M | 32.1K | — | — |
| Q1 2026 | $1.2M | 19.6K | — | — |
| Q1 2026 | $16M | 207.2K | — | — |
| Q4 2025 | $43M | 128.4K | — | — |
| Q4 2025 | $49.4M | 147.2K | — | — |
| Q4 2025 | $2.9M | 11.4K | — | — |
| Q4 2025 | $2.9M | 11.4K | — | — |
| Q4 2025 | $1.5M | 8.1K | — | — |
| Q4 2025 | $1.5M | 8.1K | — | — |
| Q4 2025 | $1.6M | 3.3K | — | — |
| Q4 2025 | $1.6M | 3.3K | — | — |
| Q4 2025 | $25.2M | 120.6K | — | — |
| Q4 2025 | $25.2M | 120.6K | — | — |
| Q4 2025 | $595K | 1.9K | — | — |
| Q4 2025 | $3M | 9.6K | — | — |
| Q4 2025 | $1.3M | 4.5K | — | — |
| Q4 2025 | $1.9M | 6.4K | — | — |
| Q4 2025 | $349K | 1.6K | — | — |
| Q4 2025 | $349K | 1.6K | — | — |
| Q4 2025 | $282K | 3.2K | — | — |
| Q4 2025 | $791K | 8.9K | — | — |
| Q4 2025 | $281K | 1.0K | — | — |
| Q4 2025 | $281K | 1.0K | — | — |
| Q4 2025 | $235K | 1.3K | — | — |
| Q4 2025 | $235K | 1.3K | — | — |
| Q4 2025 | $11.9M | 19.0K | — | — |
| Q4 2025 | $11.9M | 19.0K | — | — |
| Q4 2025 | $641K | 8.4K | — | — |
| Q4 2025 | $641K | 8.4K | — | — |
| Q4 2025 | $537K | 4.4K | — | — |
| Q4 2025 | $537K | 4.4K | — | — |
| Q4 2025 | $1.7M | 21.7K | — | — |
| Q4 2025 | $1.7M | 21.7K | — | — |
| Q4 2025 | $4.5M | 24.2K | — | — |
| Q4 2025 | $88.7M | 475.4K | — | — |
| Q4 2025 | $4.1M | 5.5K | — | — |
| Q4 2025 | $4.1M | 5.5K | — | — |
| Q4 2025 | $3.3M | 61.3K | — | — |
| Q4 2025 | $3.3M | 61.3K | — | — |
| Q4 2025 | $1.9M | 25.7K | — | — |
| Q4 2025 | $5.5M | 74.9K | — | — |
| Q4 2025 | $16.2M | 114.9K | — | — |
| Q4 2025 | $332.9M | 2.36M | — | — |
| Q4 2025 | $532K | 11.4K | — | — |
| Q4 2025 | $223K | 4.6K | — | — |
| Q4 2025 | $223K | 4.6K | — | — |
| Q4 2025 | $7.3M | 80.2K | — | — |
| Q4 2025 | $7.3M | 80.2K | — | — |
| Q4 2025 | $17.2M | 191.2K | — | — |
| Q4 2025 | $17.2M | 191.2K | — | — |
| Q4 2025 | $3.8M | 26.5K | — | — |
| Q4 2025 | $28.4M | 196.2K | — | — |
| Q4 2025 | $1.4M | 22.7K | — | — |
| Q4 2025 | $1.4M | 22.7K | — | — |
| Q4 2025 | $563K | 7.6K | — | — |
| Q4 2025 | $7.1M | 95.6K | — | — |
| Q4 2025 | $337K | 3.0K | — | — |
| Q4 2025 | $337K | 3.0K | — | — |
| Q4 2025 | $331K | 745 | — | — |
| Q4 2025 | $331K | 745 | — | — |
| Q4 2025 | $748K | 5.3K | — | — |
| Q4 2025 | $748K | 5.3K | — | — |
| Q4 2025 | $594K | 1.4K | — | — |
| Q4 2025 | $594K | 1.4K | — | — |
| Q4 2025 | $4.2M | 34.4K | — | — |
| Q4 2025 | $72.3M | 596.0K | — | — |
| Q4 2025 | $2.3M | 32.2K | — | — |
| Q4 2025 | $67K | 635.9K | — | — |
| Q4 2025 | $1.3M | 19.9K | — | — |
| Q4 2025 | $21.9M | 343.9K | — | — |
| Q4 2025 | $13.5M | 178.5K | — | — |
| Q4 2025 | $13.5M | 178.5K | — | — |
| Q3 2025 | $41.8M | 127.3K | — | — |
| Q3 2025 | $2.9M | 11.3K | — | — |
| Q3 2025 | $1.5M | 8.4K | — | — |
| Q3 2025 | $1.6M | 3.3K | — | — |
| Q3 2025 | $25M | 119.4K | — | — |
| Q3 2025 | $567K | 1.5K | — | — |
| Q3 2025 | $1.3M | 4.4K | — | — |
| Q3 2025 | $341K | 1.6K | — | — |
| Q3 2025 | $270K | 3.0K | — | — |
| Q3 2025 | $296K | 1.0K | — | — |
| Q3 2025 | $239K | 1.4K | — | — |
| Q3 2025 | $11.1M | 18.1K | — | — |
| Q3 2025 | $596K | 4.9K | — | — |
| Q3 2025 | $1.6M | 20.1K | — | — |
| Q3 2025 | $4.6M | 24.0K | — | — |
| Q3 2025 | $4.1M | 5.5K | — | — |
| Q3 2025 | $3.1M | 56.9K | — | — |
| Q3 2025 | $1.8M | 25.6K | — | — |
| Q3 2025 | $15.8M | 114.4K | — | — |
| Q3 2025 | $222K | 4.5K | — | — |
| Q3 2025 | $9.5M | 105.9K | — | — |
| Q3 2025 | $14.3M | 168.6K | — | — |
| Q3 2025 | $3.8M | 26.6K | — | — |
| Q3 2025 | $1.1M | 17.8K | — | — |
| Q3 2025 | $234K | 3.1K | — | — |
| Q3 2025 | $332K | 3.0K | — | — |
| Q3 2025 | $384K | 881 | — | — |
| Q3 2025 | $754K | 5.5K | — | — |
| Q3 2025 | $651K | 1.6K | — | — |
| Q3 2025 | $3.7M | 31.0K | — | — |
| Q3 2025 | $2.1M | 29.9K | — | — |
| Q3 2025 | $1M | 15.6K | — | — |
| Q3 2025 | $11.6M | 158.3K | — | — |