Back to VGES
Summit Financial Wealth Advisors, LLC → VGES
Summit Financial Wealth Advisors, LLC VGES Position History
VGES
Quarters held
35
Latest value
$22.5M
Q3 2026
Peak value
$69.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $53.8M |
| Q4 2025 | $402K |
| Q4 2025 | $461K |
| Q4 2025 | $3.4M |
| Q4 2025 | $7.3M |
| Q4 2025 | $53.7M |
| Q4 2025 | $1.6M |
| Q4 2025 | $18.5M |
| Q1 2026 | $60.1M |
| Q1 2026 | $404K |
| Q1 2026 | $454K |
| Q1 2026 | $3.5M |
| Q1 2026 | $7.3M |
| Q1 2026 | $48.8M |
| Q1 2026 | $1.6M |
| Q1 2026 | $18M |
| Q2 2026 | $244K |
| Q2 2026 | $65.8M |
| Q2 2026 | $530K |
| Q2 2026 | $488K |
| Q2 2026 | $207K |
| Q2 2026 | $4.1M |
| Q2 2026 | $8.2M |
| Q2 2026 | $58.5M |
| Q2 2026 | $1.8M |
| Q2 2026 | $21.9M |
| Q3 2026 | $289K |
| Q3 2026 | $69.9M |
| Q3 2026 | $466K |
| Q3 2026 | $479K |
| Q3 2026 | $4.2M |
| Q3 2026 | $8M |
| Q3 2026 | $61.5M |
| Q3 2026 | $2.6M |
| Q3 2026 | $22.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $22.5M | 60.1K | — | — |
| Q3 2026 | $2.6M | 11.9K | — | — |
| Q3 2026 | $61.5M | 682.6K | — | — |
| Q3 2026 | $8M | 101.8K | — | — |
| Q3 2026 | $4.2M | 6.0K | — | — |
| Q3 2026 | $479K | 5.5K | — | — |
| Q3 2026 | $466K | 7.9K | — | — |
| Q3 2026 | $69.9M | 690.8K | — | — |
| Q3 2026 | $289K | 3.4K | — | — |
| Q2 2026 | $21.9M | 59.1K | — | — |
| Q2 2026 | $1.8M | 8.2K | — | — |
| Q2 2026 | $58.5M | 679.5K | — | — |
| Q2 2026 | $8.2M | 102.3K | — | — |
| Q2 2026 | $4.1M | 5.9K | — | — |
| Q2 2026 | $207K | 1.7K | — | — |
| Q2 2026 | $488K | 5.5K | — | — |
| Q2 2026 | $530K | 8.9K | — | — |
| Q2 2026 | $65.8M | 670.3K | — | — |
| Q2 2026 | $244K | 3.0K | — | — |
| Q1 2026 | $18M | 56.1K | — | — |
| Q1 2026 | $1.6M | 8.2K | — | — |
| Q1 2026 | $48.8M | 111.8K | — | — |
| Q1 2026 | $7.3M | 25.5K | — | — |
| Q1 2026 | $3.5M | 5.9K | — | — |
| Q1 2026 | $454K | 5.5K | — | — |
| Q1 2026 | $404K | 7.5K | — | — |
| Q1 2026 | $60.1M | 637.7K | — | — |
| Q4 2025 | $18.5M | 55.3K | — | — |
| Q4 2025 | $1.6M | 8.4K | — | — |
| Q4 2025 | $53.7M | 110.0K | — | — |
| Q4 2025 | $7.3M | 25.1K | — | — |
| Q4 2025 | $3.4M | 5.5K | — | — |
| Q4 2025 | $461K | 5.5K | — | — |
| Q4 2025 | $402K | 7.5K | — | — |
| Q4 2025 | $53.8M | 598.0K | — | — |