Back to VGES
Optivise Advisory Services LLC → VGES
Optivise Advisory Services LLC VGES Position History
VGES
Quarters held
55
Latest value
$663K
Q3 2026
Peak value
$4.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $698K |
| Q4 2025 | $567K |
| Q4 2025 | $706K |
| Q4 2025 | $268K |
| Q4 2025 | $978K |
| Q4 2025 | $248K |
| Q4 2025 | $393K |
| Q4 2025 | $1.7M |
| Q4 2025 | $264K |
| Q4 2025 | $554K |
| Q4 2025 | $339K |
| Q4 2025 | $260K |
| Q4 2025 | $488K |
| Q1 2026 | $597K |
| Q1 2026 | $642K |
| Q1 2026 | $670K |
| Q1 2026 | $266K |
| Q1 2026 | $888K |
| Q1 2026 | $253K |
| Q1 2026 | $425K |
| Q1 2026 | $1.7M |
| Q1 2026 | $274K |
| Q1 2026 | $575K |
| Q1 2026 | $364K |
| Q1 2026 | $261K |
| Q1 2026 | $467K |
| Q2 2026 | $814K |
| Q2 2026 | $724K |
| Q2 2026 | $778K |
| Q2 2026 | $286K |
| Q2 2026 | $1.1M |
| Q2 2026 | $4.9M |
| Q2 2026 | $282K |
| Q2 2026 | $732K |
| Q2 2026 | $2M |
| Q2 2026 | $294K |
| Q2 2026 | $723K |
| Q2 2026 | $493K |
| Q2 2026 | $343K |
| Q2 2026 | $665K |
| Q3 2026 | $2.1M |
| Q3 2026 | $723K |
| Q3 2026 | $787K |
| Q3 2026 | $289K |
| Q3 2026 | $224K |
| Q3 2026 | $1.2M |
| Q3 2026 | $4M |
| Q3 2026 | $276K |
| Q3 2026 | $747K |
| Q3 2026 | $2.3M |
| Q3 2026 | $291K |
| Q3 2026 | $743K |
| Q3 2026 | $434K |
| Q3 2026 | $328K |
| Q3 2026 | $663K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $663K | 1.8K | — | — |
| Q3 2026 | $328K | 1.2K | — | — |
| Q3 2026 | $434K | 2.0K | — | — |
| Q3 2026 | $743K | 9.5K | — | — |
| Q3 2026 | $291K | 1.5K | — | — |
| Q3 2026 | $2.3M | 3.3K | — | — |
| Q3 2026 | $747K | 5.9K | — | — |
| Q3 2026 | $276K | 3.3K | — | — |
| Q3 2026 | $4M | 25.6K | — | — |
| Q3 2026 | $1.2M | 7.6K | — | — |
| Q3 2026 | $224K | 1.3K | — | — |
| Q3 2026 | $289K | 1.3K | — | — |
| Q3 2026 | $787K | 2.8K | — | — |
| Q3 2026 | $723K | 4.5K | — | — |
| Q3 2026 | $2.1M | 22.1K | — | — |
| Q2 2026 | $665K | 1.8K | — | — |
| Q2 2026 | $343K | 1.1K | — | — |
| Q2 2026 | $493K | 2.3K | — | — |
| Q2 2026 | $723K | 9.0K | — | — |
| Q2 2026 | $294K | 1.5K | — | — |
| Q2 2026 | $2M | 3.0K | — | — |
| Q2 2026 | $732K | 6.1K | — | — |
| Q2 2026 | $282K | 3.4K | — | — |
| Q2 2026 | $4.9M | 31.1K | — | — |
| Q2 2026 | $1.1M | 6.7K | — | — |
| Q2 2026 | $286K | 1.3K | — | — |
| Q2 2026 | $778K | 2.8K | — | — |
| Q2 2026 | $724K | 4.4K | — | — |
| Q2 2026 | $814K | 9.3K | — | — |
| Q1 2026 | $467K | 1.5K | — | — |
| Q1 2026 | $261K | 996 | — | — |
| Q1 2026 | $364K | 1.9K | — | — |
| Q1 2026 | $575K | 2.0K | — | — |
| Q1 2026 | $274K | 1.5K | — | — |
| Q1 2026 | $1.7M | 2.8K | — | — |
| Q1 2026 | $425K | 609 | — | — |
| Q1 2026 | $253K | 3.4K | — | — |
| Q1 2026 | $888K | 6.0K | — | — |
| Q1 2026 | $266K | 1.3K | — | — |
| Q1 2026 | $670K | 2.8K | — | — |
| Q1 2026 | $642K | 4.4K | — | — |
| Q1 2026 | $597K | 1.6K | — | — |
| Q4 2025 | $488K | 1.5K | — | — |
| Q4 2025 | $260K | 1.0K | — | — |
| Q4 2025 | $339K | 1.8K | — | — |
| Q4 2025 | $554K | 1.9K | — | — |
| Q4 2025 | $264K | 1.5K | — | — |
| Q4 2025 | $1.7M | 2.8K | — | — |
| Q4 2025 | $393K | 521 | — | — |
| Q4 2025 | $248K | 3.4K | — | — |
| Q4 2025 | $978K | 6.8K | — | — |
| Q4 2025 | $268K | 1.3K | — | — |
| Q4 2025 | $706K | 2.8K | — | — |
| Q4 2025 | $567K | 4.0K | — | — |
| Q4 2025 | $698K | 1.7K | — | — |