Back to VGES
SAX WEALTH ADVISORS, LLC → VGES
SAX WEALTH ADVISORS, LLC VGES Position History
VGES
Quarters held
194
Latest value
$32.8M
Q3 2026
Peak value
$35.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1M |
| Q3 2025 | $289K |
| Q3 2025 | $388K |
| Q3 2025 | $996K |
| Q3 2025 | $1.1M |
| Q3 2025 | $926K |
| Q3 2025 | $1.6M |
| Q3 2025 | $3.9M |
| Q3 2025 | $629K |
| Q3 2025 | $644K |
| Q3 2025 | $256K |
| Q3 2025 | $488K |
| Q3 2025 | $639K |
| Q3 2025 | $1.4M |
| Q3 2025 | $1.3M |
| Q3 2025 | $1.4M |
| Q3 2025 | $1.4M |
| Q3 2025 | $1.2M |
| Q3 2025 | $850K |
| Q3 2025 | $437K |
| Q3 2025 | $819K |
| Q3 2025 | $235K |
| Q3 2025 | $329K |
| Q3 2025 | $7.6M |
| Q3 2025 | $2.2M |
| Q3 2025 | $404K |
| Q3 2025 | $1.9M |
| Q3 2025 | $4.3M |
| Q3 2025 | $5.6M |
| Q3 2025 | $5.4M |
| Q3 2025 | $3.3M |
| Q3 2025 | $13.2M |
| Q4 2025 | $953K |
| Q4 2025 | $996K |
| Q4 2025 | $298K |
| Q4 2025 | $382K |
| Q4 2025 | $2.3M |
| Q4 2025 | $996K |
| Q4 2025 | $1.2M |
| Q4 2025 | $2.2M |
| Q4 2025 | $3.7M |
| Q4 2025 | $8.1M |
| Q4 2025 | $929K |
| Q4 2025 | $698K |
| Q4 2025 | $322K |
| Q4 2025 | $487K |
| Q4 2025 | $596K |
| Q4 2025 | $1.5M |
| Q4 2025 | $1.2M |
| Q4 2025 | $1.4M |
| Q4 2025 | $1.4M |
| Q4 2025 | $1.1M |
| Q4 2025 | $833K |
| Q4 2025 | $442K |
| Q4 2025 | $1.5M |
| Q4 2025 | $906K |
| Q4 2025 | $234K |
| Q4 2025 | $848K |
| Q4 2025 | $8M |
| Q4 2025 | $1.6M |
| Q4 2025 | $405K |
| Q4 2025 | $1.8M |
| Q4 2025 | $4.7M |
| Q4 2025 | $5.6M |
| Q4 2025 | $9.2M |
| Q4 2025 | $3.1M |
| Q4 2025 | $11.9M |
| Q1 2026 | $953K |
| Q1 2026 | $996K |
| Q1 2026 | $298K |
| Q1 2026 | $382K |
| Q1 2026 | $2.3M |
| Q1 2026 | $996K |
| Q1 2026 | $1.2M |
| Q1 2026 | $2.2M |
| Q1 2026 | $3.7M |
| Q1 2026 | $8M |
| Q1 2026 | $929K |
| Q1 2026 | $698K |
| Q1 2026 | $322K |
| Q1 2026 | $487K |
| Q1 2026 | $596K |
| Q1 2026 | $1.5M |
| Q1 2026 | $1.2M |
| Q1 2026 | $1.3M |
| Q1 2026 | $1.4M |
| Q1 2026 | $1.1M |
| Q1 2026 | $833K |
| Q1 2026 | $442K |
| Q1 2026 | $1.5M |
| Q1 2026 | $906K |
| Q1 2026 | $234K |
| Q1 2026 | $848K |
| Q1 2026 | $7.5M |
| Q1 2026 | $1.6M |
| Q1 2026 | $393K |
| Q1 2026 | $1.8M |
| Q1 2026 | $4.7M |
| Q1 2026 | $5.6M |
| Q1 2026 | $9.2M |
| Q1 2026 | $3.1M |
| Q1 2026 | $11.8M |
| Q2 2026 | $277K |
| Q2 2026 | $985K |
| Q2 2026 | $4.2M |
| Q2 2026 | $316K |
| Q2 2026 | $469K |
| Q2 2026 | $354K |
| Q2 2026 | $2.4M |
| Q2 2026 | $976K |
| Q2 2026 | $273K |
| Q2 2026 | $1.2M |
| Q2 2026 | $476K |
| Q2 2026 | $18.9M |
| Q2 2026 | $29.7M |
| Q2 2026 | $20.2M |
| Q2 2026 | $1M |
| Q2 2026 | $727K |
| Q2 2026 | $574K |
| Q2 2026 | $280K |
| Q2 2026 | $770K |
| Q2 2026 | $12.3M |
| Q2 2026 | $413K |
| Q2 2026 | $1.5M |
| Q2 2026 | $1.8M |
| Q2 2026 | $7.5M |
| Q2 2026 | $1.3M |
| Q2 2026 | $1.6M |
| Q2 2026 | $1.1M |
| Q2 2026 | $948K |
| Q2 2026 | $10.8M |
| Q2 2026 | $482K |
| Q2 2026 | $10.1M |
| Q2 2026 | $1.5M |
| Q2 2026 | $1.2M |
| Q2 2026 | $915K |
| Q2 2026 | $2.8M |
| Q2 2026 | $14M |
| Q2 2026 | $323K |
| Q2 2026 | $2.1M |
| Q2 2026 | $3.3M |
| Q2 2026 | $2.3M |
| Q2 2026 | $4.6M |
| Q2 2026 | $270K |
| Q2 2026 | $10.6M |
| Q2 2026 | $16.6M |
| Q2 2026 | $3.6M |
| Q2 2026 | $35.1M |
| Q3 2026 | $1.2M |
| Q3 2026 | $2.3M |
| Q3 2026 | $336K |
| Q3 2026 | $577K |
| Q3 2026 | $1.4M |
| Q3 2026 | $2.5M |
| Q3 2026 | $1.5M |
| Q3 2026 | $300K |
| Q3 2026 | $1.3M |
| Q3 2026 | $522K |
| Q3 2026 | $17.5M |
| Q3 2026 | $13.1M |
| Q3 2026 | $18M |
| Q3 2026 | $1.1M |
| Q3 2026 | $745K |
| Q3 2026 | $373K |
| Q3 2026 | $201K |
| Q3 2026 | $766K |
| Q3 2026 | $4.7M |
| Q3 2026 | $422K |
| Q3 2026 | $286K |
| Q3 2026 | $1.7M |
| Q3 2026 | $2M |
| Q3 2026 | $5.4M |
| Q3 2026 | $202K |
| Q3 2026 | $1.9M |
| Q3 2026 | $1.4M |
| Q3 2026 | $1.1M |
| Q3 2026 | $1M |
| Q3 2026 | $10.8M |
| Q3 2026 | $568K |
| Q3 2026 | $10M |
| Q3 2026 | $1.4M |
| Q3 2026 | $984K |
| Q3 2026 | $2.3M |
| Q3 2026 | $20.4M |
| Q3 2026 | $317K |
| Q3 2026 | $2.7M |
| Q3 2026 | $2M |
| Q3 2026 | $2.6M |
| Q3 2026 | $5.7M |
| Q3 2026 | $402K |
| Q3 2026 | $12.4M |
| Q3 2026 | $18M |
| Q3 2026 | $3.5M |
| Q3 2026 | $32.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $32.8M | 87.5K | — | — |
| Q3 2026 | $3.5M | 12.3K | — | — |
| Q3 2026 | $18M | 83.1K | — | — |
| Q3 2026 | $12.4M | 137.8K | — | — |
| Q3 2026 | $402K | 1.7K | — | — |
| Q3 2026 | $5.7M | 16.1K | — | — |
| Q3 2026 | $2.6M | 32.5K | — | — |
| Q3 2026 | $2M | 8.5K | — | — |
| Q3 2026 | $2.7M | 29.8K | — | — |
| Q3 2026 | $317K | 1.6K | — | — |
| Q3 2026 | $20.4M | 29.1K | — | — |
| Q3 2026 | $2.3M | 48.0K | — | — |
| Q3 2026 | $984K | 12.6K | — | — |
| Q3 2026 | $1.4M | 31.9K | — | — |
| Q3 2026 | $10M | 176.2K | — | — |
| Q3 2026 | $568K | 4.4K | — | — |
| Q3 2026 | $10.8M | 148.2K | — | — |
| Q3 2026 | $1M | 13.3K | — | — |
| Q3 2026 | $1.1M | 19.1K | — | — |
| Q3 2026 | $1.4M | 8.3K | — | — |
| Q3 2026 | $1.9M | 15.4K | — | — |
| Q3 2026 | $202K | 2.3K | — | — |
| Q3 2026 | $5.4M | 90.6K | — | — |
| Q3 2026 | $2M | 24.1K | — | — |
| Q3 2026 | $1.7M | 10.7K | — | — |
| Q3 2026 | $286K | 1.8K | — | — |
| Q3 2026 | $422K | 5.6K | — | — |
| Q3 2026 | $4.7M | 100.3K | — | — |
| Q3 2026 | $766K | 15.5K | — | — |
| Q3 2026 | $201K | 4.1K | — | — |
| Q3 2026 | $373K | 5.9K | — | — |
| Q3 2026 | $745K | 7.4K | — | — |
| Q3 2026 | $1.1M | 7.0K | — | — |
| Q3 2026 | $18M | 255.0K | — | — |
| Q3 2026 | $13.1M | 186.2K | — | — |
| Q3 2026 | $17.5M | 229.3K | — | — |
| Q3 2026 | $522K | 7.2K | — | — |
| Q3 2026 | $1.3M | 10.4K | — | — |
| Q3 2026 | $300K | 2.4K | — | — |
| Q3 2026 | $1.5M | 17.0K | — | — |
| Q3 2026 | $2.5M | 15.8K | — | — |
| Q3 2026 | $1.4M | 14.9K | — | — |
| Q3 2026 | $577K | 4.3K | — | — |
| Q3 2026 | $336K | 4.1K | — | — |
| Q3 2026 | $2.3M | 26.5K | — | — |
| Q3 2026 | $1.2M | 48.8K | — | — |
| Q2 2026 | $35.1M | 109.5K | — | — |
| Q2 2026 | $3.6M | 13.9K | — | — |
| Q2 2026 | $16.6M | 84.5K | — | — |
| Q2 2026 | $10.6M | 24.3K | — | — |
| Q2 2026 | $270K | 1.3K | — | — |
| Q2 2026 | $4.6M | 15.3K | — | — |
| Q2 2026 | $2.3M | 7.9K | — | — |
| Q2 2026 | $3.3M | 15.3K | — | — |
| Q2 2026 | $2.1M | 23.3K | — | — |
| Q2 2026 | $323K | 1.8K | — | — |
| Q2 2026 | $14M | 23.5K | — | — |
| Q2 2026 | $2.8M | 55.8K | — | — |
| Q2 2026 | $915K | 11.1K | — | — |
| Q2 2026 | $1.2M | 15.6K | — | — |
| Q2 2026 | $1.5M | 31.9K | — | — |
| Q2 2026 | $10.1M | 169.9K | — | — |
| Q2 2026 | $482K | 4.4K | — | — |
| Q2 2026 | $10.8M | 140.8K | — | — |
| Q2 2026 | $948K | 12.0K | — | — |
| Q2 2026 | $1.1M | 19.3K | — | — |
| Q2 2026 | $1.6M | 8.0K | — | — |
| Q2 2026 | $1.3M | 1.8K | — | — |
| Q2 2026 | $7.5M | 138.3K | — | — |
| Q2 2026 | $1.8M | 24.4K | — | — |
| Q2 2026 | $1.5M | 10.6K | — | — |
| Q2 2026 | $413K | 5.5K | — | — |
| Q2 2026 | $12.3M | 256.5K | — | — |
| Q2 2026 | $770K | 15.5K | — | — |
| Q2 2026 | $280K | 5.6K | — | — |
| Q2 2026 | $574K | 8.7K | — | — |
| Q2 2026 | $727K | 7.7K | — | — |
| Q2 2026 | $1M | 6.8K | — | — |
| Q2 2026 | $20.2M | 316.0K | — | — |
| Q2 2026 | $29.7M | 403.5K | — | — |
| Q2 2026 | $18.9M | 240.6K | — | — |
| Q2 2026 | $476K | 6.2K | — | — |
| Q2 2026 | $1.2M | 10.4K | — | — |
| Q2 2026 | $273K | 2.4K | — | — |
| Q2 2026 | $976K | 2.4K | — | — |
| Q2 2026 | $2.4M | 16.6K | — | — |
| Q2 2026 | $354K | 962 | — | — |
| Q2 2026 | $469K | 4.2K | — | — |
| Q2 2026 | $316K | 4.4K | — | — |
| Q2 2026 | $4.2M | 54.3K | — | — |
| Q2 2026 | $985K | 39.2K | — | — |
| Q2 2026 | $277K | 6.0K | — | — |
| Q1 2026 | $11.8M | 35.3K | — | — |
| Q1 2026 | $3.1M | 11.9K | — | — |
| Q1 2026 | $9.2M | 48.2K | — | — |
| Q1 2026 | $5.6M | 11.5K | — | — |
| Q1 2026 | $4.7M | 15.0K | — | — |
| Q1 2026 | $1.8M | 6.3K | — | — |
| Q1 2026 | $393K | 1.9K | — | — |
| Q1 2026 | $1.6M | 18.5K | — | — |
| Q1 2026 | $7.5M | 12.0K | — | — |
| Q1 2026 | $848K | 16.9K | — | — |
| Q1 2026 | $234K | 2.8K | — | — |
| Q1 2026 | $906K | 11.9K | — | — |
| Q1 2026 | $1.5M | 31.6K | — | — |
| Q1 2026 | $442K | 3.6K | — | — |
| Q1 2026 | $833K | 10.5K | — | — |
| Q1 2026 | $1.1M | 6.2K | — | — |
| Q1 2026 | $1.4M | 1.8K | — | — |
| Q1 2026 | $1.3M | 24.9K | — | — |
| Q1 2026 | $1.2M | 15.9K | — | — |
| Q1 2026 | $1.5M | 10.7K | — | — |
| Q1 2026 | $596K | 12.3K | — | — |
| Q1 2026 | $487K | 9.8K | — | — |
| Q1 2026 | $322K | 6.5K | — | — |
| Q1 2026 | $698K | 7.8K | — | — |
| Q1 2026 | $929K | 6.5K | — | — |
| Q1 2026 | $8M | 127.3K | — | — |
| Q1 2026 | $3.7M | 49.8K | — | — |
| Q1 2026 | $2.2M | 27.7K | — | — |
| Q1 2026 | $1.2M | 10.4K | — | — |
| Q1 2026 | $996K | 2.2K | — | — |
| Q1 2026 | $2.3M | 16.6K | — | — |
| Q1 2026 | $382K | 925 | — | — |
| Q1 2026 | $298K | 4.2K | — | — |
| Q1 2026 | $996K | 13.2K | — | — |
| Q1 2026 | $953K | 36.9K | — | — |
| Q4 2025 | $11.9M | 35.4K | — | — |
| Q4 2025 | $3.1M | 11.9K | — | — |
| Q4 2025 | $9.2M | 48.3K | — | — |
| Q4 2025 | $5.6M | 11.5K | — | — |
| Q4 2025 | $4.7M | 15.0K | — | — |
| Q4 2025 | $1.8M | 6.3K | — | — |
| Q4 2025 | $405K | 1.9K | — | — |
| Q4 2025 | $1.6M | 18.5K | — | — |
| Q4 2025 | $8M | 12.7K | — | — |
| Q4 2025 | $848K | 16.9K | — | — |
| Q4 2025 | $234K | 2.8K | — | — |
| Q4 2025 | $906K | 11.9K | — | — |
| Q4 2025 | $1.5M | 31.6K | — | — |
| Q4 2025 | $442K | 3.6K | — | — |
| Q4 2025 | $833K | 10.5K | — | — |
| Q4 2025 | $1.1M | 6.2K | — | — |
| Q4 2025 | $1.4M | 1.9K | — | — |
| Q4 2025 | $1.4M | 25.9K | — | — |
| Q4 2025 | $1.2M | 15.9K | — | — |
| Q4 2025 | $1.5M | 10.7K | — | — |
| Q4 2025 | $596K | 12.3K | — | — |
| Q4 2025 | $487K | 9.8K | — | — |
| Q4 2025 | $322K | 6.5K | — | — |
| Q4 2025 | $698K | 7.8K | — | — |
| Q4 2025 | $929K | 6.5K | — | — |
| Q4 2025 | $8.1M | 129.9K | — | — |
| Q4 2025 | $3.7M | 49.8K | — | — |
| Q4 2025 | $2.2M | 27.7K | — | — |
| Q4 2025 | $1.2M | 10.4K | — | — |
| Q4 2025 | $996K | 2.2K | — | — |
| Q4 2025 | $2.3M | 16.6K | — | — |
| Q4 2025 | $382K | 925 | — | — |
| Q4 2025 | $298K | 4.2K | — | — |
| Q4 2025 | $996K | 13.2K | — | — |
| Q4 2025 | $953K | 36.9K | — | — |
| Q3 2025 | $13.2M | 40.2K | — | — |
| Q3 2025 | $3.3M | 12.8K | — | — |
| Q3 2025 | $5.4M | 28.8K | — | — |
| Q3 2025 | $5.6M | 11.7K | — | — |
| Q3 2025 | $4.3M | 14.1K | — | — |
| Q3 2025 | $1.9M | 6.4K | — | — |
| Q3 2025 | $404K | 1.9K | — | — |
| Q3 2025 | $2.2M | 23.7K | — | — |
| Q3 2025 | $7.6M | 12.4K | — | — |
| Q3 2025 | $329K | 6.6K | — | — |
| Q3 2025 | $235K | 2.8K | — | — |
| Q3 2025 | $819K | 10.6K | — | — |
| Q3 2025 | $437K | 3.6K | — | — |
| Q3 2025 | $850K | 10.6K | — | — |
| Q3 2025 | $1.2M | 6.4K | — | — |
| Q3 2025 | $1.4M | 1.9K | — | — |
| Q3 2025 | $1.4M | 26.2K | — | — |
| Q3 2025 | $1.3M | 18.7K | — | — |
| Q3 2025 | $1.4M | 10.4K | — | — |
| Q3 2025 | $639K | 12.9K | — | — |
| Q3 2025 | $488K | 9.8K | — | — |
| Q3 2025 | $256K | 5.1K | — | — |
| Q3 2025 | $644K | 7.6K | — | — |
| Q3 2025 | $629K | 4.5K | — | — |
| Q3 2025 | $3.9M | 64.7K | — | — |
| Q3 2025 | $1.6M | 22.0K | — | — |
| Q3 2025 | $926K | 11.7K | — | — |
| Q3 2025 | $1.1M | 10.4K | — | — |
| Q3 2025 | $996K | 2.3K | — | — |
| Q3 2025 | $388K | 963 | — | — |
| Q3 2025 | $289K | 4.2K | — | — |
| Q3 2025 | $1M | 14.3K | — | — |