Back to VGES
Summit Financial Strategies, Inc. → VGES
Summit Financial Strategies, Inc. VGES Position History
VGES
Quarters held
98
Latest value
$1.6M
Q3 2026
Peak value
$48.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $218K |
| Q3 2025 | $455K |
| Q3 2025 | $1.1M |
| Q3 2025 | $215K |
| Q3 2025 | $4.7M |
| Q3 2025 | $339K |
| Q3 2025 | $1.4M |
| Q3 2025 | $952K |
| Q3 2025 | $4M |
| Q3 2025 | $393K |
| Q3 2025 | $238K |
| Q3 2025 | $8.9M |
| Q3 2025 | $848K |
| Q3 2025 | $207K |
| Q3 2025 | $381K |
| Q3 2025 | $2.8M |
| Q3 2025 | $1.1M |
| Q3 2025 | $1.6M |
| Q3 2025 | $1.6M |
| Q4 2025 | $223K |
| Q4 2025 | $436K |
| Q4 2025 | $1.1M |
| Q4 2025 | $4.8M |
| Q4 2025 | $359K |
| Q4 2025 | $1.7M |
| Q4 2025 | $981K |
| Q4 2025 | $3.7M |
| Q4 2025 | $386K |
| Q4 2025 | $232K |
| Q4 2025 | $262K |
| Q4 2025 | $9.3M |
| Q4 2025 | $9.3M |
| Q4 2025 | $923K |
| Q4 2025 | $376K |
| Q4 2025 | $2.9M |
| Q4 2025 | $1.2M |
| Q4 2025 | $1.8M |
| Q4 2025 | $1.7M |
| Q1 2026 | $230K |
| Q1 2026 | $434K |
| Q1 2026 | $1.1M |
| Q1 2026 | $5.1M |
| Q1 2026 | $299K |
| Q1 2026 | $2.2M |
| Q1 2026 | $976K |
| Q1 2026 | $3.4M |
| Q1 2026 | $357K |
| Q1 2026 | $253K |
| Q1 2026 | $203K |
| Q1 2026 | $27.3M |
| Q1 2026 | $10.2M |
| Q1 2026 | $1.2M |
| Q1 2026 | $392K |
| Q1 2026 | $3.1M |
| Q1 2026 | $1M |
| Q1 2026 | $1.6M |
| Q1 2026 | $270K |
| Q1 2026 | $1.4M |
| Q2 2026 | $266K |
| Q2 2026 | $498K |
| Q2 2026 | $1.3M |
| Q2 2026 | $5.6M |
| Q2 2026 | $271K |
| Q2 2026 | $2.6M |
| Q2 2026 | $1.1M |
| Q2 2026 | $3.3M |
| Q2 2026 | $490K |
| Q2 2026 | $250K |
| Q2 2026 | $39.7M |
| Q2 2026 | $240K |
| Q2 2026 | $12.1M |
| Q2 2026 | $1.3M |
| Q2 2026 | $208K |
| Q2 2026 | $407K |
| Q2 2026 | $3.6M |
| Q2 2026 | $1.2M |
| Q2 2026 | $1.8M |
| Q2 2026 | $317K |
| Q2 2026 | $1.6M |
| Q3 2026 | $261K |
| Q3 2026 | $458K |
| Q3 2026 | $1.2M |
| Q3 2026 | $5.2M |
| Q3 2026 | $3.2M |
| Q3 2026 | $1.1M |
| Q3 2026 | $2.5M |
| Q3 2026 | $515K |
| Q3 2026 | $216K |
| Q3 2026 | $48.3M |
| Q3 2026 | $445K |
| Q3 2026 | $13.2M |
| Q3 2026 | $1.3M |
| Q3 2026 | $382K |
| Q3 2026 | $3.6M |
| Q3 2026 | $1.3M |
| Q3 2026 | $1.8M |
| Q3 2026 | $325K |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 4.3K | — | — |
| Q3 2026 | $325K | 1.1K | — | — |
| Q3 2026 | $1.8M | 8.1K | — | — |
| Q3 2026 | $1.3M | 14.2K | — | — |
| Q3 2026 | $3.6M | 46.5K | — | — |
| Q3 2026 | $382K | 1.7K | — | — |
| Q3 2026 | $1.3M | 6.4K | — | — |
| Q3 2026 | $13.2M | 18.8K | — | — |
| Q3 2026 | $445K | 4.7K | — | — |
| Q3 2026 | $48.3M | 374.7K | — | — |
| Q3 2026 | $216K | 1.3K | — | — |
| Q3 2026 | $515K | 4.1K | — | — |
| Q3 2026 | $2.5M | 42.9K | — | — |
| Q3 2026 | $1.1M | 13.0K | — | — |
| Q3 2026 | $3.2M | 20.4K | — | — |
| Q3 2026 | $5.2M | 74.1K | — | — |
| Q3 2026 | $1.2M | 10.0K | — | — |
| Q3 2026 | $458K | 3.6K | — | — |
| Q3 2026 | $261K | 3.1K | — | — |
| Q2 2026 | $1.6M | 4.4K | — | — |
| Q2 2026 | $317K | 1.0K | — | — |
| Q2 2026 | $1.8M | 8.1K | — | — |
| Q2 2026 | $1.2M | 14.3K | — | — |
| Q2 2026 | $3.6M | 45.0K | — | — |
| Q2 2026 | $407K | 1.7K | — | — |
| Q2 2026 | $208K | 678 | — | — |
| Q2 2026 | $1.3M | 6.8K | — | — |
| Q2 2026 | $12.1M | 17.6K | — | — |
| Q2 2026 | $240K | 2.4K | — | — |
| Q2 2026 | $39.7M | 310.8K | — | — |
| Q2 2026 | $250K | 1.3K | — | — |
| Q2 2026 | $490K | 4.1K | — | — |
| Q2 2026 | $3.3M | 54.9K | — | — |
| Q2 2026 | $1.1M | 13.0K | — | — |
| Q2 2026 | $2.6M | 16.7K | — | — |
| Q2 2026 | $271K | 5.4K | — | — |
| Q2 2026 | $5.6M | 78.9K | — | — |
| Q2 2026 | $1.3M | 10.0K | — | — |
| Q2 2026 | $498K | 3.6K | — | — |
| Q2 2026 | $266K | 3.1K | — | — |
| Q1 2026 | $1.4M | 4.5K | — | — |
| Q1 2026 | $270K | 1.0K | — | — |
| Q1 2026 | $1.6M | 8.0K | — | — |
| Q1 2026 | $1M | 2.4K | — | — |
| Q1 2026 | $3.1M | 10.8K | — | — |
| Q1 2026 | $392K | 1.8K | — | — |
| Q1 2026 | $1.2M | 6.6K | — | — |
| Q1 2026 | $10.2M | 17.0K | — | — |
| Q1 2026 | $27.3M | 248.7K | — | — |
| Q1 2026 | $203K | 2.6K | — | — |
| Q1 2026 | $253K | 1.3K | — | — |
| Q1 2026 | $357K | 512 | — | — |
| Q1 2026 | $3.4M | 62.6K | — | — |
| Q1 2026 | $976K | 13.0K | — | — |
| Q1 2026 | $2.2M | 15.0K | — | — |
| Q1 2026 | $299K | 6.0K | — | — |
| Q1 2026 | $5.1M | 79.0K | — | — |
| Q1 2026 | $1.1M | 10.0K | — | — |
| Q1 2026 | $434K | 3.8K | — | — |
| Q1 2026 | $230K | 3.0K | — | — |
| Q4 2025 | $1.7M | 5.1K | — | — |
| Q4 2025 | $1.8M | 9.2K | — | — |
| Q4 2025 | $1.2M | 2.5K | — | — |
| Q4 2025 | $2.9M | 10.1K | — | — |
| Q4 2025 | $376K | 1.8K | — | — |
| Q4 2025 | $923K | 5.2K | — | — |
| Q4 2025 | $9.3M | 14.8K | — | — |
| Q4 2025 | $9.3M | 76.0K | — | — |
| Q4 2025 | $262K | 3.3K | — | — |
| Q4 2025 | $232K | 1.3K | — | — |
| Q4 2025 | $386K | 512 | — | — |
| Q4 2025 | $3.7M | 68.5K | — | — |
| Q4 2025 | $981K | 13.3K | — | — |
| Q4 2025 | $1.7M | 11.8K | — | — |
| Q4 2025 | $359K | 7.3K | — | — |
| Q4 2025 | $4.8M | 77.2K | — | — |
| Q4 2025 | $1.1M | 10.0K | — | — |
| Q4 2025 | $436K | 3.9K | — | — |
| Q4 2025 | $223K | 3.0K | — | — |
| Q3 2025 | $1.6M | 5.0K | — | — |
| Q3 2025 | $1.6M | 8.4K | — | — |
| Q3 2025 | $1.1M | 2.4K | — | — |
| Q3 2025 | $2.8M | 9.7K | — | — |
| Q3 2025 | $381K | 1.8K | — | — |
| Q3 2025 | $207K | 705 | — | — |
| Q3 2025 | $848K | 4.9K | — | — |
| Q3 2025 | $8.9M | 14.5K | — | — |
| Q3 2025 | $238K | 1.3K | — | — |
| Q3 2025 | $393K | 526 | — | — |
| Q3 2025 | $4M | 73.5K | — | — |
| Q3 2025 | $952K | 13.3K | — | — |
| Q3 2025 | $1.4M | 10.1K | — | — |
| Q3 2025 | $339K | 6.7K | — | — |
| Q3 2025 | $4.7M | 78.5K | — | — |
| Q3 2025 | $215K | 2.7K | — | — |
| Q3 2025 | $1.1M | 10.0K | — | — |
| Q3 2025 | $455K | 4.1K | — | — |
| Q3 2025 | $218K | 3.0K | — | — |