Back to VGES
True Link Financial Advisors, LLC → VGES
True Link Financial Advisors, LLC VGES Position History
VGES
Quarters held
146
Latest value
$956K
Q3 2026
Peak value
$437.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $297K |
| Q3 2025 | $779K |
| Q3 2025 | $378.9M |
| Q3 2025 | $176.6M |
| Q3 2025 | $436K |
| Q3 2025 | $344K |
| Q3 2025 | $508K |
| Q3 2025 | $68.9M |
| Q3 2025 | $31.2M |
| Q3 2025 | $2.4M |
| Q3 2025 | $659K |
| Q3 2025 | $212K |
| Q3 2025 | $4.3M |
| Q3 2025 | $2.4M |
| Q3 2025 | $398K |
| Q3 2025 | $2.5M |
| Q3 2025 | $631K |
| Q4 2025 | $303K |
| Q4 2025 | $765K |
| Q4 2025 | $407M |
| Q4 2025 | $188.3M |
| Q4 2025 | $633K |
| Q4 2025 | $325K |
| Q4 2025 | $71.8M |
| Q4 2025 | $238K |
| Q4 2025 | $2.5M |
| Q4 2025 | $675K |
| Q4 2025 | $400K |
| Q4 2025 | $4.3M |
| Q4 2025 | $2.8M |
| Q4 2025 | $463K |
| Q4 2025 | $277K |
| Q4 2025 | $642K |
| Q4 2025 | $2.5M |
| Q4 2025 | $450K |
| Q1 2026 | $253K |
| Q1 2026 | $253K |
| Q1 2026 | $281K |
| Q1 2026 | $281K |
| Q1 2026 | $69K |
| Q1 2026 | $69K |
| Q1 2026 | $16K |
| Q1 2026 | $16K |
| Q1 2026 | $413.5M |
| Q1 2026 | $413.5M |
| Q1 2026 | $194.7M |
| Q1 2026 | $194.7M |
| Q1 2026 | $620K |
| Q1 2026 | $620K |
| Q1 2026 | $336K |
| Q1 2026 | $336K |
| Q1 2026 | $133K |
| Q1 2026 | $133K |
| Q1 2026 | $73.5M |
| Q1 2026 | $73.5M |
| Q1 2026 | $48K |
| Q1 2026 | $48K |
| Q1 2026 | $2.5M |
| Q1 2026 | $2.5M |
| Q1 2026 | $696K |
| Q1 2026 | $696K |
| Q1 2026 | $108K |
| Q1 2026 | $108K |
| Q1 2026 | $24K |
| Q1 2026 | $24K |
| Q1 2026 | $388K |
| Q1 2026 | $388K |
| Q1 2026 | $82K |
| Q1 2026 | $82K |
| Q1 2026 | $204K |
| Q1 2026 | $204K |
| Q1 2026 | $34K |
| Q1 2026 | $34K |
| Q1 2026 | $2.1M |
| Q1 2026 | $2.1M |
| Q1 2026 | $523K |
| Q1 2026 | $523K |
| Q1 2026 | $61K |
| Q1 2026 | $61K |
| Q1 2026 | $29K |
| Q1 2026 | $29K |
| Q1 2026 | $10K |
| Q1 2026 | $10K |
| Q1 2026 | $301K |
| Q1 2026 | $301K |
| Q1 2026 | $596K |
| Q1 2026 | $596K |
| Q1 2026 | $144K |
| Q1 2026 | $144K |
| Q1 2026 | $2.6M |
| Q1 2026 | $2.6M |
| Q1 2026 | $10K |
| Q1 2026 | $10K |
| Q1 2026 | $792K |
| Q1 2026 | $792K |
| Q2 2026 | $3K |
| Q2 2026 | $281K |
| Q2 2026 | $2K |
| Q2 2026 | $323K |
| Q2 2026 | $5.7M |
| Q2 2026 | $437.7M |
| Q2 2026 | $2.6M |
| Q2 2026 | $203.2M |
| Q2 2026 | $10K |
| Q2 2026 | $712K |
| Q2 2026 | $6K |
| Q2 2026 | $461K |
| Q2 2026 | $1.5M |
| Q2 2026 | $76.6M |
| Q2 2026 | $29K |
| Q2 2026 | $2.4M |
| Q2 2026 | $7K |
| Q2 2026 | $398K |
| Q2 2026 | $4K |
| Q2 2026 | $485K |
| Q2 2026 | $8K |
| Q2 2026 | $442K |
| Q2 2026 | $25K |
| Q2 2026 | $2.1M |
| Q2 2026 | $806 |
| Q2 2026 | $554K |
| Q2 2026 | $3K |
| Q2 2026 | $262K |
| Q2 2026 | $2K |
| Q2 2026 | $655K |
| Q2 2026 | $7K |
| Q2 2026 | $1.5M |
| Q2 2026 | $2K |
| Q2 2026 | $920K |
| Q3 2026 | $262K |
| Q3 2026 | $331K |
| Q3 2026 | $436.1M |
| Q3 2026 | $206.7M |
| Q3 2026 | $556K |
| Q3 2026 | $77M |
| Q3 2026 | $2.2M |
| Q3 2026 | $442K |
| Q3 2026 | $603K |
| Q3 2026 | $435K |
| Q3 2026 | $1.9M |
| Q3 2026 | $698K |
| Q3 2026 | $310K |
| Q3 2026 | $557K |
| Q3 2026 | $380K |
| Q3 2026 | $1.5M |
| Q3 2026 | $956K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $956K | 2.6K | — | — |
| Q3 2026 | $1.5M | 7.0K | — | — |
| Q3 2026 | $380K | 4.2K | — | — |
| Q3 2026 | $557K | 1.6K | — | — |
| Q3 2026 | $310K | 4.0K | — | — |
| Q3 2026 | $698K | 996 | — | — |
| Q3 2026 | $1.9M | 24.9K | — | — |
| Q3 2026 | $435K | 7.6K | — | — |
| Q3 2026 | $603K | 4.8K | — | — |
| Q3 2026 | $442K | 7.4K | — | — |
| Q3 2026 | $2.2M | 26.8K | — | — |
| Q3 2026 | $77M | 1.56M | — | — |
| Q3 2026 | $556K | 7.9K | — | — |
| Q3 2026 | $206.7M | 2.71M | — | — |
| Q3 2026 | $436.1M | 5.99M | — | — |
| Q3 2026 | $331K | 2.4K | — | — |
| Q3 2026 | $262K | 3.1K | — | — |
| Q2 2026 | $920K | 2.5K | — | — |
| Q2 2026 | $2K | 2.5K | — | — |
| Q2 2026 | $1.5M | 7.0K | — | — |
| Q2 2026 | $7K | 7.0K | — | — |
| Q2 2026 | $655K | 1.9K | — | — |
| Q2 2026 | $2K | 1.9K | — | — |
| Q2 2026 | $262K | 3.3K | — | — |
| Q2 2026 | $3K | 3.3K | — | — |
| Q2 2026 | $554K | 806 | — | — |
| Q2 2026 | $806 | 806 | — | — |
| Q2 2026 | $2.1M | 24.9K | — | — |
| Q2 2026 | $25K | 24.9K | — | — |
| Q2 2026 | $442K | 7.6K | — | — |
| Q2 2026 | $8K | 7.6K | — | — |
| Q2 2026 | $485K | 4.1K | — | — |
| Q2 2026 | $4K | 4.1K | — | — |
| Q2 2026 | $398K | 6.7K | — | — |
| Q2 2026 | $7K | 6.7K | — | — |
| Q2 2026 | $2.4M | 28.6K | — | — |
| Q2 2026 | $29K | 28.6K | — | — |
| Q2 2026 | $76.6M | 1.53M | — | — |
| Q2 2026 | $1.5M | 1.53M | — | — |
| Q2 2026 | $461K | 6.5K | — | — |
| Q2 2026 | $6K | 6.5K | — | — |
| Q2 2026 | $712K | 9.7K | — | — |
| Q2 2026 | $10K | 9.7K | — | — |
| Q2 2026 | $203.2M | 2.61M | — | — |
| Q2 2026 | $2.6M | 2.61M | — | — |
| Q2 2026 | $437.7M | 5.71M | — | — |
| Q2 2026 | $5.7M | 5.71M | — | — |
| Q2 2026 | $323K | 2.4K | — | — |
| Q2 2026 | $2K | 2.4K | — | — |
| Q2 2026 | $281K | 3.3K | — | — |
| Q2 2026 | $3K | 3.3K | — | — |
| Q1 2026 | $792K | 2.5K | — | — |
| Q1 2026 | $792K | 2.5K | — | — |
| Q1 2026 | $10K | 40 | — | — |
| Q1 2026 | $10K | 40 | — | — |
| Q1 2026 | $2.6M | 13.1K | — | — |
| Q1 2026 | $2.6M | 13.1K | — | — |
| Q1 2026 | $144K | 330 | — | — |
| Q1 2026 | $144K | 330 | — | — |
| Q1 2026 | $596K | 2.0K | — | — |
| Q1 2026 | $596K | 2.0K | — | — |
| Q1 2026 | $301K | 1.0K | — | — |
| Q1 2026 | $301K | 1.0K | — | — |
| Q1 2026 | $10K | 46 | — | — |
| Q1 2026 | $10K | 46 | — | — |
| Q1 2026 | $29K | 323 | — | — |
| Q1 2026 | $29K | 323 | — | — |
| Q1 2026 | $61K | 332 | — | — |
| Q1 2026 | $61K | 332 | — | — |
| Q1 2026 | $523K | 875 | — | — |
| Q1 2026 | $523K | 875 | — | — |
| Q1 2026 | $2.1M | 24.9K | — | — |
| Q1 2026 | $2.1M | 24.9K | — | — |
| Q1 2026 | $34K | 433 | — | — |
| Q1 2026 | $34K | 433 | — | — |
| Q1 2026 | $204K | 3.5K | — | — |
| Q1 2026 | $204K | 3.5K | — | — |
| Q1 2026 | $82K | 366 | — | — |
| Q1 2026 | $82K | 366 | — | — |
| Q1 2026 | $388K | 556 | — | — |
| Q1 2026 | $388K | 556 | — | — |
| Q1 2026 | $24K | 200 | — | — |
| Q1 2026 | $24K | 200 | — | — |
| Q1 2026 | $108K | 479 | — | — |
| Q1 2026 | $108K | 479 | — | — |
| Q1 2026 | $696K | 12.9K | — | — |
| Q1 2026 | $696K | 12.9K | — | — |
| Q1 2026 | $2.5M | 33.5K | — | — |
| Q1 2026 | $2.5M | 33.5K | — | — |
| Q1 2026 | $48K | 993 | — | — |
| Q1 2026 | $48K | 993 | — | — |
| Q1 2026 | $73.5M | 1.47M | — | — |
| Q1 2026 | $73.5M | 1.47M | — | — |
| Q1 2026 | $133K | 900 | — | — |
| Q1 2026 | $133K | 900 | — | — |
| Q1 2026 | $336K | 5.2K | — | — |
| Q1 2026 | $336K | 5.2K | — | — |
| Q1 2026 | $620K | 8.4K | — | — |
| Q1 2026 | $620K | 8.4K | — | — |
| Q1 2026 | $194.7M | 2.48M | — | — |
| Q1 2026 | $194.7M | 2.48M | — | — |
| Q1 2026 | $413.5M | 5.36M | — | — |
| Q1 2026 | $413.5M | 5.36M | — | — |
| Q1 2026 | $16K | 129 | — | — |
| Q1 2026 | $16K | 129 | — | — |
| Q1 2026 | $69K | 170 | — | — |
| Q1 2026 | $69K | 170 | — | — |
| Q1 2026 | $281K | 2.5K | — | — |
| Q1 2026 | $281K | 2.5K | — | — |
| Q1 2026 | $253K | 3.3K | — | — |
| Q1 2026 | $253K | 3.3K | — | — |
| Q4 2025 | $450K | 1.3K | — | — |
| Q4 2025 | $2.5M | 13.3K | — | — |
| Q4 2025 | $642K | 2.0K | — | — |
| Q4 2025 | $277K | 955 | — | — |
| Q4 2025 | $463K | 738 | — | — |
| Q4 2025 | $2.8M | 33.9K | — | — |
| Q4 2025 | $4.3M | 71.4K | — | — |
| Q4 2025 | $400K | 530 | — | — |
| Q4 2025 | $675K | 12.6K | — | — |
| Q4 2025 | $2.5M | 33.5K | — | — |
| Q4 2025 | $238K | 4.9K | — | — |
| Q4 2025 | $71.8M | 1.45M | — | — |
| Q4 2025 | $325K | 5.2K | — | — |
| Q4 2025 | $633K | 8.5K | — | — |
| Q4 2025 | $188.3M | 2.39M | — | — |
| Q4 2025 | $407M | 5.23M | — | — |
| Q4 2025 | $765K | 11.0K | — | — |
| Q4 2025 | $303K | 2.5K | — | — |
| Q3 2025 | $631K | 1.9K | — | — |
| Q3 2025 | $2.5M | 13.3K | — | — |
| Q3 2025 | $398K | 650 | — | — |
| Q3 2025 | $2.4M | 28.3K | — | — |
| Q3 2025 | $4.3M | 71.4K | — | — |
| Q3 2025 | $212K | 3.6K | — | — |
| Q3 2025 | $659K | 12.2K | — | — |
| Q3 2025 | $2.4M | 33.5K | — | — |
| Q3 2025 | $31.2M | 631.1K | — | — |
| Q3 2025 | $68.9M | 1.36M | — | — |
| Q3 2025 | $508K | 6.0K | — | — |
| Q3 2025 | $344K | 5.7K | — | — |
| Q3 2025 | $436K | 5.9K | — | — |
| Q3 2025 | $176.6M | 2.24M | — | — |
| Q3 2025 | $378.9M | 4.85M | — | — |
| Q3 2025 | $779K | 11.0K | — | — |
| Q3 2025 | $297K | 2.5K | — | — |