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RM Financial Services, LLC → VGES

RM Financial Services, LLC VGES Position History

VGES

Quarters held
14
Latest value
$4.2M
Q3 2026
Peak value
$4.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.4M
Q4 2025$1.3M
Q4 2025$3.2M
Q1 2026$1.8M
Q1 2026$1.4M
Q1 2026$3.3M
Q2 2026$2.2M
Q2 2026$2.1M
Q2 2026$3.4M
Q2 2026$4M
Q3 2026$2.2M
Q3 2026$2.4M
Q3 2026$3.4M
Q3 2026$4.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.2M11.3K——
Q3 2026$3.4M17.4K——
Q3 2026$2.4M19.2K——
Q3 2026$2.2M14.4K——
Q2 2026$4M10.7K——
Q2 2026$3.4M17.3K——
Q2 2026$2.1M17.2K——
Q2 2026$2.2M13.8K——
Q1 2026$3.3M10.4K——
Q1 2026$1.4M2.0K——
Q1 2026$1.8M12.2K——
Q4 2025$3.2M9.4K——
Q4 2025$1.3M1.8K——
Q4 2025$1.4M9.9K——

Other funds holding VGES

Other RM Financial Services, LLC positions

COF-PN

CAPITAL GROUP DIVIDEND GROWE

$12M
COF-PN

CAPITAL GROUP DIVIDEND GROWE

$11.9M
COF-PN

CAPITAL GROUP DIVIDEND GROWE

$11M
COF-PN

CAPITAL GROUP DIVIDEND GROWE

$11M
GLD

WORLD GOLD TR

$10.7M
GLD

WORLD GOLD TR

$9.6M
GLD

WORLD GOLD TR

$9.5M
COF-PN

CAPITAL GROUP CONSERVATIVE E

$9.3M
RM Financial Services, LLC VGES Holdings: 13F Position History | Track13F