Back to VGES
Rooted Wealth Advisors, Inc. → VGES
Rooted Wealth Advisors, Inc. VGES Position History
VGES
Quarters held
38
Latest value
$8.6M
Q3 2026
Peak value
$56.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $894K |
| Q4 2025 | $5.9M |
| Q4 2025 | $605K |
| Q4 2025 | $7.2M |
| Q4 2025 | $2.8M |
| Q4 2025 | $5M |
| Q4 2025 | $51.6M |
| Q4 2025 | $711K |
| Q4 2025 | $10.9M |
| Q1 2026 | $1.1M |
| Q1 2026 | $7.8M |
| Q1 2026 | $650K |
| Q1 2026 | $7.2M |
| Q1 2026 | $3M |
| Q1 2026 | $5.1M |
| Q1 2026 | $53.2M |
| Q1 2026 | $882K |
| Q1 2026 | $9.7M |
| Q2 2026 | $1.3M |
| Q2 2026 | $9.7M |
| Q2 2026 | $670K |
| Q2 2026 | $7.3M |
| Q2 2026 | $3.2M |
| Q2 2026 | $212K |
| Q2 2026 | $865K |
| Q2 2026 | $56.8M |
| Q2 2026 | $1.1M |
| Q2 2026 | $8.6M |
| Q3 2026 | $1.3M |
| Q3 2026 | $9.7M |
| Q3 2026 | $670K |
| Q3 2026 | $7.3M |
| Q3 2026 | $3.2M |
| Q3 2026 | $212K |
| Q3 2026 | $865K |
| Q3 2026 | $56.8M |
| Q3 2026 | $1.1M |
| Q3 2026 | $8.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.6M | 106.8K | — | — |
| Q3 2026 | $1.1M | 4.4K | — | — |
| Q3 2026 | $56.8M | 82.6K | — | — |
| Q3 2026 | $865K | 10.5K | — | — |
| Q3 2026 | $212K | 1.8K | — | — |
| Q3 2026 | $3.2M | 53.1K | — | — |
| Q3 2026 | $7.3M | 46.1K | — | — |
| Q3 2026 | $670K | 9.4K | — | — |
| Q3 2026 | $9.7M | 54.6K | — | — |
| Q3 2026 | $1.3M | 15.1K | — | — |
| Q2 2026 | $8.6M | 106.8K | — | — |
| Q2 2026 | $1.1M | 4.4K | — | — |
| Q2 2026 | $56.8M | 82.6K | — | — |
| Q2 2026 | $865K | 10.5K | — | — |
| Q2 2026 | $212K | 1.8K | — | — |
| Q2 2026 | $3.2M | 53.1K | — | — |
| Q2 2026 | $7.3M | 46.1K | — | — |
| Q2 2026 | $670K | 9.4K | — | — |
| Q2 2026 | $9.7M | 54.6K | — | — |
| Q2 2026 | $1.3M | 15.1K | — | — |
| Q1 2026 | $9.7M | 125.7K | — | — |
| Q1 2026 | $882K | 3.8K | — | — |
| Q1 2026 | $53.2M | 81.6K | — | — |
| Q1 2026 | $5.1M | 60.8K | — | — |
| Q1 2026 | $3M | 51.3K | — | — |
| Q1 2026 | $7.2M | 46.4K | — | — |
| Q1 2026 | $650K | 9.4K | — | — |
| Q1 2026 | $7.8M | 47.0K | — | — |
| Q1 2026 | $1.1M | 13.4K | — | — |
| Q4 2025 | $10.9M | 36.5K | — | — |
| Q4 2025 | $711K | 3.1K | — | — |
| Q4 2025 | $51.6M | 81.7K | — | — |
| Q4 2025 | $5M | 59.5K | — | — |
| Q4 2025 | $2.8M | 48.9K | — | — |
| Q4 2025 | $7.2M | 46.9K | — | — |
| Q4 2025 | $605K | 9.1K | — | — |
| Q4 2025 | $5.9M | 36.5K | — | — |
| Q4 2025 | $894K | 11.1K | — | — |