Back to VGES
SFM, LLC d/b/a Sweeney Financial Advisors → VGES
SFM, LLC d/b/a Sweeney Financial Advisors VGES Position History
VGES
Quarters held
54
Latest value
$2.3M
Q3 2026
Peak value
$47M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1M |
| Q3 2025 | $426K |
| Q3 2025 | $3.5M |
| Q3 2025 | $308K |
| Q3 2025 | $222K |
| Q3 2025 | $34.7M |
| Q3 2025 | $9.8M |
| Q3 2025 | $1.9M |
| Q3 2025 | $2M |
| Q3 2025 | $2.6M |
| Q4 2025 | $1.1M |
| Q4 2025 | $437K |
| Q4 2025 | $3.6M |
| Q4 2025 | $311K |
| Q4 2025 | $223K |
| Q4 2025 | $36M |
| Q4 2025 | $9.8M |
| Q4 2025 | $2M |
| Q4 2025 | $1.9M |
| Q4 2025 | $2.6M |
| Q1 2026 | $999K |
| Q1 2026 | $389K |
| Q1 2026 | $4M |
| Q1 2026 | $288K |
| Q1 2026 | $221K |
| Q1 2026 | $36.2M |
| Q1 2026 | $10.2M |
| Q1 2026 | $1.7M |
| Q1 2026 | $1.9M |
| Q1 2026 | $2.4M |
| Q2 2026 | $1.2M |
| Q2 2026 | $1.6M |
| Q2 2026 | $3M |
| Q2 2026 | $1.3M |
| Q2 2026 | $4.2M |
| Q2 2026 | $395K |
| Q2 2026 | $224K |
| Q2 2026 | $44.2M |
| Q2 2026 | $12.7M |
| Q2 2026 | $2M |
| Q2 2026 | $2.3M |
| Q2 2026 | $2.6M |
| Q3 2026 | $226K |
| Q3 2026 | $665K |
| Q3 2026 | $1.7M |
| Q3 2026 | $3.1M |
| Q3 2026 | $4.1M |
| Q3 2026 | $3.8M |
| Q3 2026 | $415K |
| Q3 2026 | $47M |
| Q3 2026 | $13.7M |
| Q3 2026 | $1.8M |
| Q3 2026 | $2.3M |
| Q3 2026 | $2.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.3M | 6.2K | — | — |
| Q3 2026 | $2.3M | 8.2K | — | — |
| Q3 2026 | $1.8M | 20.2K | — | — |
| Q3 2026 | $13.7M | 174.9K | — | — |
| Q3 2026 | $47M | 67.1K | — | — |
| Q3 2026 | $415K | 3.3K | — | — |
| Q3 2026 | $3.8M | 76.8K | — | — |
| Q3 2026 | $4.1M | 58.0K | — | — |
| Q3 2026 | $3.1M | 10.9K | — | — |
| Q3 2026 | $1.7M | 18.4K | — | — |
| Q3 2026 | $665K | 4.9K | — | — |
| Q3 2026 | $226K | 2.8K | — | — |
| Q2 2026 | $2.6M | 7.1K | — | — |
| Q2 2026 | $2.3M | 7.7K | — | — |
| Q2 2026 | $2M | 22.7K | — | — |
| Q2 2026 | $12.7M | 157.4K | — | — |
| Q2 2026 | $44.2M | 64.3K | — | — |
| Q2 2026 | $224K | 4.4K | — | — |
| Q2 2026 | $395K | 3.3K | — | — |
| Q2 2026 | $4.2M | 83.1K | — | — |
| Q2 2026 | $1.3M | 18.6K | — | — |
| Q2 2026 | $3M | 10.9K | — | — |
| Q2 2026 | $1.6M | 18.4K | — | — |
| Q2 2026 | $1.2M | 8.9K | — | — |
| Q1 2026 | $2.4M | 7.3K | — | — |
| Q1 2026 | $1.9M | 7.2K | — | — |
| Q1 2026 | $1.7M | 4.0K | — | — |
| Q1 2026 | $10.2M | 35.6K | — | — |
| Q1 2026 | $36.2M | 60.5K | — | — |
| Q1 2026 | $221K | 4.4K | — | — |
| Q1 2026 | $288K | 413 | — | — |
| Q1 2026 | $4M | 80.0K | — | — |
| Q1 2026 | $389K | 1.1K | — | — |
| Q1 2026 | $999K | 8.9K | — | — |
| Q4 2025 | $2.6M | 7.7K | — | — |
| Q4 2025 | $1.9M | 7.4K | — | — |
| Q4 2025 | $2M | 4.0K | — | — |
| Q4 2025 | $9.8M | 33.7K | — | — |
| Q4 2025 | $36M | 57.4K | — | — |
| Q4 2025 | $223K | 4.4K | — | — |
| Q4 2025 | $311K | 413 | — | — |
| Q4 2025 | $3.6M | 73.0K | — | — |
| Q4 2025 | $437K | 1.1K | — | — |
| Q4 2025 | $1.1M | 8.9K | — | — |
| Q3 2025 | $2.6M | 8.1K | — | — |
| Q3 2025 | $2M | 7.7K | — | — |
| Q3 2025 | $1.9M | 4.0K | — | — |
| Q3 2025 | $9.8M | 33.4K | — | — |
| Q3 2025 | $34.7M | 56.7K | — | — |
| Q3 2025 | $222K | 4.4K | — | — |
| Q3 2025 | $308K | 413 | — | — |
| Q3 2025 | $3.5M | 69.2K | — | — |
| Q3 2025 | $426K | 1.1K | — | — |
| Q3 2025 | $1M | 8.5K | — | — |