Back to VGES
Sound Financial Strategies Group, LLC → VGES
Sound Financial Strategies Group, LLC VGES Position History
VGES
Quarters held
24
Latest value
$1.4M
Q3 2026
Peak value
$6.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $825K |
| Q4 2025 | $716K |
| Q4 2025 | $4.9M |
| Q4 2025 | $2.8M |
| Q4 2025 | $2K |
| Q4 2025 | $462K |
| Q4 2025 | $1M |
| Q1 2026 | $5.7M |
| Q1 2026 | $469K |
| Q1 2026 | $459K |
| Q1 2026 | $2.3M |
| Q1 2026 | $1.2M |
| Q2 2026 | $6.4M |
| Q2 2026 | $488K |
| Q2 2026 | $547K |
| Q2 2026 | $2.7M |
| Q2 2026 | $1.4M |
| Q3 2026 | $6.3M |
| Q3 2026 | $472K |
| Q3 2026 | $498K |
| Q3 2026 | $4.6M |
| Q3 2026 | $2.7M |
| Q3 2026 | $4.4M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 4.9K | — | — |
| Q3 2026 | $4.4M | 40.2K | — | — |
| Q3 2026 | $2.7M | 20.7K | — | — |
| Q3 2026 | $4.6M | 40.9K | — | — |
| Q3 2026 | $498K | 2.7K | — | — |
| Q3 2026 | $472K | 11.1K | — | — |
| Q3 2026 | $6.3M | 89.6K | — | — |
| Q2 2026 | $1.4M | 4.7K | — | — |
| Q2 2026 | $2.7M | 21.1K | — | — |
| Q2 2026 | $547K | 2.8K | — | — |
| Q2 2026 | $488K | 10.9K | — | — |
| Q2 2026 | $6.4M | 89.7K | — | — |
| Q1 2026 | $1.2M | 4.7K | — | — |
| Q1 2026 | $2.3M | 21.1K | — | — |
| Q1 2026 | $459K | 2.7K | — | — |
| Q1 2026 | $469K | 10.6K | — | — |
| Q1 2026 | $5.7M | 89.5K | — | — |
| Q4 2025 | $1M | 3.9K | — | — |
| Q4 2025 | $462K | 946 | — | — |
| Q4 2025 | $2K | 7 | — | — |
| Q4 2025 | $2.8M | 23.2K | — | — |
| Q4 2025 | $4.9M | 90.4K | — | — |
| Q4 2025 | $716K | 5.0K | — | — |
| Q4 2025 | $825K | 18.0K | — | — |