Back to VGES
Roberts Wealth Advisors, LLC → VGES
Roberts Wealth Advisors, LLC VGES Position History
VGES
Quarters held
41
Latest value
$14.1M
Q3 2026
Peak value
$15.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $394K |
| Q3 2025 | $421K |
| Q3 2025 | $9.1M |
| Q3 2025 | $205K |
| Q3 2025 | $7M |
| Q3 2025 | $9.5M |
| Q3 2025 | $308K |
| Q3 2025 | $259K |
| Q3 2025 | $12.3M |
| Q4 2025 | $376K |
| Q4 2025 | $454K |
| Q4 2025 | $9M |
| Q4 2025 | $206K |
| Q4 2025 | $4M |
| Q4 2025 | $9.7M |
| Q4 2025 | $292K |
| Q4 2025 | $12.7M |
| Q1 2026 | $330K |
| Q1 2026 | $447K |
| Q1 2026 | $9.1M |
| Q1 2026 | $408K |
| Q1 2026 | $1.8M |
| Q1 2026 | $10.8M |
| Q1 2026 | $330K |
| Q1 2026 | $13.4M |
| Q2 2026 | $382K |
| Q2 2026 | $466K |
| Q2 2026 | $10.1M |
| Q2 2026 | $563K |
| Q2 2026 | $855K |
| Q2 2026 | $12.5M |
| Q2 2026 | $332K |
| Q2 2026 | $15.5M |
| Q3 2026 | $429K |
| Q3 2026 | $449K |
| Q3 2026 | $9.8M |
| Q3 2026 | $591K |
| Q3 2026 | $278K |
| Q3 2026 | $12.5M |
| Q3 2026 | $367K |
| Q3 2026 | $14.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.1M | 49.4K | — | — |
| Q3 2026 | $367K | 2.1K | — | — |
| Q3 2026 | $12.5M | 210.9K | — | — |
| Q3 2026 | $278K | 5.6K | — | — |
| Q3 2026 | $591K | 6.3K | — | — |
| Q3 2026 | $9.8M | 139.0K | — | — |
| Q3 2026 | $449K | 2.0K | — | — |
| Q3 2026 | $429K | 5.0K | — | — |
| Q2 2026 | $15.5M | 51.1K | — | — |
| Q2 2026 | $332K | 1.7K | — | — |
| Q2 2026 | $12.5M | 209.1K | — | — |
| Q2 2026 | $855K | 17.2K | — | — |
| Q2 2026 | $563K | 5.6K | — | — |
| Q2 2026 | $10.1M | 141.8K | — | — |
| Q2 2026 | $466K | 2.1K | — | — |
| Q2 2026 | $382K | 4.6K | — | — |
| Q1 2026 | $13.4M | 51.2K | — | — |
| Q1 2026 | $330K | 1.7K | — | — |
| Q1 2026 | $10.8M | 199.7K | — | — |
| Q1 2026 | $1.8M | 36.3K | — | — |
| Q1 2026 | $408K | 4.1K | — | — |
| Q1 2026 | $9.1M | 141.9K | — | — |
| Q1 2026 | $447K | 2.2K | — | — |
| Q1 2026 | $330K | 810 | — | — |
| Q4 2025 | $12.7M | 49.2K | — | — |
| Q4 2025 | $292K | 1.6K | — | — |
| Q4 2025 | $9.7M | 179.8K | — | — |
| Q4 2025 | $4M | 80.4K | — | — |
| Q4 2025 | $206K | 2.1K | — | — |
| Q4 2025 | $9M | 143.5K | — | — |
| Q4 2025 | $454K | 2.2K | — | — |
| Q4 2025 | $376K | 847 | — | — |
| Q3 2025 | $12.3M | 48.4K | — | — |
| Q3 2025 | $259K | 3.2K | — | — |
| Q3 2025 | $308K | 1.6K | — | — |
| Q3 2025 | $9.5M | 174.7K | — | — |
| Q3 2025 | $7M | 139.4K | — | — |
| Q3 2025 | $205K | 2.1K | — | — |
| Q3 2025 | $9.1M | 151.4K | — | — |
| Q3 2025 | $421K | 2.1K | — | — |
| Q3 2025 | $394K | 905 | — | — |