Back to VGES
TrustWell Financial Advisors, LLC → VGES
TrustWell Financial Advisors, LLC VGES Position History
VGES
Quarters held
51
Latest value
$706K
Q3 2026
Peak value
$1.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $314K |
| Q4 2025 | $858K |
| Q4 2025 | $266K |
| Q4 2025 | $393K |
| Q4 2025 | $323K |
| Q4 2025 | $1.4M |
| Q4 2025 | $694K |
| Q4 2025 | $380K |
| Q4 2025 | $424K |
| Q4 2025 | $208K |
| Q4 2025 | $753K |
| Q4 2025 | $469K |
| Q4 2025 | $641K |
| Q1 2026 | $321K |
| Q1 2026 | $855K |
| Q1 2026 | $280K |
| Q1 2026 | $397K |
| Q1 2026 | $327K |
| Q1 2026 | $1.3M |
| Q1 2026 | $723K |
| Q1 2026 | $402K |
| Q1 2026 | $424K |
| Q1 2026 | $980K |
| Q1 2026 | $477K |
| Q1 2026 | $604K |
| Q2 2026 | $356K |
| Q2 2026 | $854K |
| Q2 2026 | $316K |
| Q2 2026 | $399K |
| Q2 2026 | $334K |
| Q2 2026 | $1.5M |
| Q2 2026 | $826K |
| Q2 2026 | $225K |
| Q2 2026 | $397K |
| Q2 2026 | $427K |
| Q2 2026 | $1.1M |
| Q2 2026 | $600K |
| Q2 2026 | $686K |
| Q3 2026 | $354K |
| Q3 2026 | $843K |
| Q3 2026 | $296K |
| Q3 2026 | $395K |
| Q3 2026 | $374K |
| Q3 2026 | $1.6M |
| Q3 2026 | $846K |
| Q3 2026 | $214K |
| Q3 2026 | $381K |
| Q3 2026 | $422K |
| Q3 2026 | $1.1M |
| Q3 2026 | $563K |
| Q3 2026 | $706K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $706K | 1.9K | — | — |
| Q3 2026 | $563K | 2.0K | — | — |
| Q3 2026 | $1.1M | 5.1K | — | — |
| Q3 2026 | $422K | 5.5K | — | — |
| Q3 2026 | $381K | 6.6K | — | — |
| Q3 2026 | $214K | 667 | — | — |
| Q3 2026 | $846K | 10.2K | — | — |
| Q3 2026 | $1.6M | 10.2K | — | — |
| Q3 2026 | $374K | 8.0K | — | — |
| Q3 2026 | $395K | 8.0K | — | — |
| Q3 2026 | $296K | 4.2K | — | — |
| Q3 2026 | $843K | 11.0K | — | — |
| Q3 2026 | $354K | 4.2K | — | — |
| Q2 2026 | $686K | 1.9K | — | — |
| Q2 2026 | $600K | 2.0K | — | — |
| Q2 2026 | $1.1M | 5.1K | — | — |
| Q2 2026 | $427K | 5.4K | — | — |
| Q2 2026 | $397K | 6.8K | — | — |
| Q2 2026 | $225K | 625 | — | — |
| Q2 2026 | $826K | 9.9K | — | — |
| Q2 2026 | $1.5M | 9.7K | — | — |
| Q2 2026 | $334K | 6.9K | — | — |
| Q2 2026 | $399K | 7.9K | — | — |
| Q2 2026 | $316K | 4.3K | — | — |
| Q2 2026 | $854K | 11.0K | — | — |
| Q2 2026 | $356K | 4.2K | — | — |
| Q1 2026 | $604K | 1.9K | — | — |
| Q1 2026 | $477K | 1.8K | — | — |
| Q1 2026 | $980K | 5.0K | — | — |
| Q1 2026 | $424K | 5.4K | — | — |
| Q1 2026 | $402K | 6.9K | — | — |
| Q1 2026 | $723K | 9.6K | — | — |
| Q1 2026 | $1.3M | 9.7K | — | — |
| Q1 2026 | $327K | 6.8K | — | — |
| Q1 2026 | $397K | 7.9K | — | — |
| Q1 2026 | $280K | 3.8K | — | — |
| Q1 2026 | $855K | 10.9K | — | — |
| Q1 2026 | $321K | 4.2K | — | — |
| Q4 2025 | $641K | 1.9K | — | — |
| Q4 2025 | $469K | 1.8K | — | — |
| Q4 2025 | $753K | 3.9K | — | — |
| Q4 2025 | $208K | 2.4K | — | — |
| Q4 2025 | $424K | 5.3K | — | — |
| Q4 2025 | $380K | 6.5K | — | — |
| Q4 2025 | $694K | 9.4K | — | — |
| Q4 2025 | $1.4M | 9.9K | — | — |
| Q4 2025 | $323K | 6.7K | — | — |
| Q4 2025 | $393K | 7.9K | — | — |
| Q4 2025 | $266K | 3.6K | — | — |
| Q4 2025 | $858K | 10.9K | — | — |
| Q4 2025 | $314K | 4.2K | — | — |