Back to VGES
VALLEY NATIONAL ADVISERS INC → VGES
VALLEY NATIONAL ADVISERS INC VGES Position History
VGES
Quarters held
138
Latest value
$1.8M
Q3 2026
Peak value
$38.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $114K |
| Q4 2025 | $697K |
| Q4 2025 | $15K |
| Q4 2025 | $1.3M |
| Q4 2025 | $125K |
| Q4 2025 | $17K |
| Q4 2025 | $1K |
| Q4 2025 | $215K |
| Q4 2025 | $5K |
| Q4 2025 | $1.4M |
| Q4 2025 | $4K |
| Q4 2025 | $2K |
| Q4 2025 | $107K |
| Q4 2025 | $33K |
| Q4 2025 | $466K |
| Q4 2025 | $1K |
| Q4 2025 | $4K |
| Q4 2025 | $7M |
| Q4 2025 | $92K |
| Q4 2025 | $20K |
| Q4 2025 | $2.8M |
| Q4 2025 | $3K |
| Q4 2025 | $25K |
| Q4 2025 | $784K |
| Q4 2025 | $3K |
| Q4 2025 | $3.2M |
| Q4 2025 | $12K |
| Q4 2025 | $1.7M |
| Q4 2025 | $214K |
| Q4 2025 | $86K |
| Q4 2025 | $376K |
| Q4 2025 | $647K |
| Q4 2025 | $1.3M |
| Q4 2025 | $24K |
| Q4 2025 | $27.5M |
| Q4 2025 | $454K |
| Q4 2025 | $1.7M |
| Q1 2026 | $115K |
| Q1 2026 | $746K |
| Q1 2026 | $1.2M |
| Q1 2026 | $130K |
| Q1 2026 | $17K |
| Q1 2026 | $1K |
| Q1 2026 | $221K |
| Q1 2026 | $5K |
| Q1 2026 | $1.5M |
| Q1 2026 | $3K |
| Q1 2026 | $2K |
| Q1 2026 | $107K |
| Q1 2026 | $32K |
| Q1 2026 | $425K |
| Q1 2026 | $1K |
| Q1 2026 | $3K |
| Q1 2026 | $6.4M |
| Q1 2026 | $99K |
| Q1 2026 | $18K |
| Q1 2026 | $2.5M |
| Q1 2026 | $2K |
| Q1 2026 | $25K |
| Q1 2026 | $295K |
| Q1 2026 | $3K |
| Q1 2026 | $3.4M |
| Q1 2026 | $11K |
| Q1 2026 | $1.6M |
| Q1 2026 | $214K |
| Q1 2026 | $88K |
| Q1 2026 | $372K |
| Q1 2026 | $614K |
| Q1 2026 | $1.2M |
| Q1 2026 | $25K |
| Q1 2026 | $30.4M |
| Q1 2026 | $430K |
| Q1 2026 | $1.6M |
| Q2 2026 | $127K |
| Q2 2026 | $681K |
| Q2 2026 | $1.4M |
| Q2 2026 | $146K |
| Q2 2026 | $17K |
| Q2 2026 | $2K |
| Q2 2026 | $246K |
| Q2 2026 | $1.6M |
| Q2 2026 | $4K |
| Q2 2026 | $2K |
| Q2 2026 | $104K |
| Q2 2026 | $35K |
| Q2 2026 | $470K |
| Q2 2026 | $1K |
| Q2 2026 | $4K |
| Q2 2026 | $8.6M |
| Q2 2026 | $98K |
| Q2 2026 | $554 |
| Q2 2026 | $4.9M |
| Q2 2026 | $3K |
| Q2 2026 | $26K |
| Q2 2026 | $340K |
| Q2 2026 | $3.7M |
| Q2 2026 | $591K |
| Q2 2026 | $234K |
| Q2 2026 | $82K |
| Q2 2026 | $418K |
| Q2 2026 | $24K |
| Q2 2026 | $1.3M |
| Q2 2026 | $36.4M |
| Q2 2026 | $249K |
| Q2 2026 | $1.8M |
| Q3 2026 | $127K |
| Q3 2026 | $738K |
| Q3 2026 | $1.4M |
| Q3 2026 | $26K |
| Q3 2026 | $137K |
| Q3 2026 | $16K |
| Q3 2026 | $2K |
| Q3 2026 | $244K |
| Q3 2026 | $1.6M |
| Q3 2026 | $4K |
| Q3 2026 | $2K |
| Q3 2026 | $103K |
| Q3 2026 | $35K |
| Q3 2026 | $432K |
| Q3 2026 | $1K |
| Q3 2026 | $4K |
| Q3 2026 | $8.8M |
| Q3 2026 | $86K |
| Q3 2026 | $541 |
| Q3 2026 | $5M |
| Q3 2026 | $3K |
| Q3 2026 | $24K |
| Q3 2026 | $342K |
| Q3 2026 | $3.7M |
| Q3 2026 | $568K |
| Q3 2026 | $217K |
| Q3 2026 | $78K |
| Q3 2026 | $407K |
| Q3 2026 | $24K |
| Q3 2026 | $1.4M |
| Q3 2026 | $38.4M |
| Q3 2026 | $233K |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 4.9K | — | — |
| Q3 2026 | $233K | 820 | — | — |
| Q3 2026 | $38.4M | 177.6K | — | — |
| Q3 2026 | $1.4M | 15.6K | — | — |
| Q3 2026 | $24K | 69 | — | — |
| Q3 2026 | $407K | 5.2K | — | — |
| Q3 2026 | $78K | 337 | — | — |
| Q3 2026 | $217K | 2.4K | — | — |
| Q3 2026 | $568K | 1.9K | — | — |
| Q3 2026 | $3.7M | 18.8K | — | — |
| Q3 2026 | $342K | 488 | — | — |
| Q3 2026 | $24K | 511 | — | — |
| Q3 2026 | $3K | 36 | — | — |
| Q3 2026 | $5M | 38.8K | — | — |
| Q3 2026 | $541 | 7 | — | — |
| Q3 2026 | $86K | 500 | — | — |
| Q3 2026 | $8.8M | 70.1K | — | — |
| Q3 2026 | $4K | 30 | — | — |
| Q3 2026 | $1K | 8 | — | — |
| Q3 2026 | $432K | 1.2K | — | — |
| Q3 2026 | $35K | 400 | — | — |
| Q3 2026 | $103K | 1.7K | — | — |
| Q3 2026 | $2K | 14 | — | — |
| Q3 2026 | $4K | 44 | — | — |
| Q3 2026 | $1.6M | 10.1K | — | — |
| Q3 2026 | $244K | 3.5K | — | — |
| Q3 2026 | $2K | 22 | — | — |
| Q3 2026 | $16K | 225 | — | — |
| Q3 2026 | $137K | 1.2K | — | — |
| Q3 2026 | $26K | 118 | — | — |
| Q3 2026 | $1.4M | 5.0K | — | — |
| Q3 2026 | $738K | 12.4K | — | — |
| Q3 2026 | $127K | 1.5K | — | — |
| Q2 2026 | $1.8M | 4.9K | — | — |
| Q2 2026 | $249K | 820 | — | — |
| Q2 2026 | $36.4M | 167.0K | — | — |
| Q2 2026 | $1.3M | 15.6K | — | — |
| Q2 2026 | $24K | 69 | — | — |
| Q2 2026 | $418K | 5.2K | — | — |
| Q2 2026 | $82K | 337 | — | — |
| Q2 2026 | $234K | 2.4K | — | — |
| Q2 2026 | $591K | 1.9K | — | — |
| Q2 2026 | $3.7M | 18.7K | — | — |
| Q2 2026 | $340K | 495 | — | — |
| Q2 2026 | $26K | 511 | — | — |
| Q2 2026 | $3K | 36 | — | — |
| Q2 2026 | $4.9M | 38.4K | — | — |
| Q2 2026 | $554 | 7 | — | — |
| Q2 2026 | $98K | 500 | — | — |
| Q2 2026 | $8.6M | 71.8K | — | — |
| Q2 2026 | $4K | 30 | — | — |
| Q2 2026 | $1K | 8 | — | — |
| Q2 2026 | $470K | 1.2K | — | — |
| Q2 2026 | $35K | 400 | — | — |
| Q2 2026 | $104K | 1.7K | — | — |
| Q2 2026 | $2K | 14 | — | — |
| Q2 2026 | $4K | 44 | — | — |
| Q2 2026 | $1.6M | 10.1K | — | — |
| Q2 2026 | $246K | 3.5K | — | — |
| Q2 2026 | $2K | 22 | — | — |
| Q2 2026 | $17K | 225 | — | — |
| Q2 2026 | $146K | 1.2K | — | — |
| Q2 2026 | $1.4M | 5.0K | — | — |
| Q2 2026 | $681K | 10.8K | — | — |
| Q2 2026 | $127K | 1.5K | — | — |
| Q1 2026 | $1.6M | 4.9K | — | — |
| Q1 2026 | $430K | 1.6K | — | — |
| Q1 2026 | $30.4M | 154.7K | — | — |
| Q1 2026 | $25K | 128 | — | — |
| Q1 2026 | $1.2M | 2.7K | — | — |
| Q1 2026 | $614K | 2.1K | — | — |
| Q1 2026 | $372K | 1.3K | — | — |
| Q1 2026 | $88K | 408 | — | — |
| Q1 2026 | $214K | 2.4K | — | — |
| Q1 2026 | $1.6M | 6.2K | — | — |
| Q1 2026 | $11K | 44 | — | — |
| Q1 2026 | $3.4M | 18.6K | — | — |
| Q1 2026 | $3K | 18 | — | — |
| Q1 2026 | $295K | 495 | — | — |
| Q1 2026 | $25K | 511 | — | — |
| Q1 2026 | $2K | 36 | — | — |
| Q1 2026 | $2.5M | 23.2K | — | — |
| Q1 2026 | $18K | 169 | — | — |
| Q1 2026 | $99K | 500 | — | — |
| Q1 2026 | $6.4M | 9.1K | — | — |
| Q1 2026 | $3K | 30 | — | — |
| Q1 2026 | $1K | 8 | — | — |
| Q1 2026 | $425K | 1.2K | — | — |
| Q1 2026 | $32K | 400 | — | — |
| Q1 2026 | $107K | 2.0K | — | — |
| Q1 2026 | $2K | 14 | — | — |
| Q1 2026 | $3K | 44 | — | — |
| Q1 2026 | $1.5M | 10.0K | — | — |
| Q1 2026 | $5K | 37 | — | — |
| Q1 2026 | $221K | 3.5K | — | — |
| Q1 2026 | $1K | 22 | — | — |
| Q1 2026 | $17K | 225 | — | — |
| Q1 2026 | $130K | 1.3K | — | — |
| Q1 2026 | $1.2M | 5.0K | — | — |
| Q1 2026 | $746K | 11.9K | — | — |
| Q1 2026 | $115K | 1.5K | — | — |
| Q4 2025 | $1.7M | 5.2K | — | — |
| Q4 2025 | $454K | 1.8K | — | — |
| Q4 2025 | $27.5M | 144.2K | — | — |
| Q4 2025 | $24K | 128 | — | — |
| Q4 2025 | $1.3M | 2.7K | — | — |
| Q4 2025 | $647K | 2.1K | — | — |
| Q4 2025 | $376K | 1.3K | — | — |
| Q4 2025 | $86K | 408 | — | — |
| Q4 2025 | $214K | 2.4K | — | — |
| Q4 2025 | $1.7M | 6.1K | — | — |
| Q4 2025 | $12K | 44 | — | — |
| Q4 2025 | $3.2M | 18.2K | — | — |
| Q4 2025 | $3K | 18 | — | — |
| Q4 2025 | $784K | 1.3K | — | — |
| Q4 2025 | $25K | 511 | — | — |
| Q4 2025 | $3K | 36 | — | — |
| Q4 2025 | $2.8M | 22.7K | — | — |
| Q4 2025 | $20K | 169 | — | — |
| Q4 2025 | $92K | 500 | — | — |
| Q4 2025 | $7M | 9.3K | — | — |
| Q4 2025 | $4K | 30 | — | — |
| Q4 2025 | $1K | 8 | — | — |
| Q4 2025 | $466K | 1.2K | — | — |
| Q4 2025 | $33K | 400 | — | — |
| Q4 2025 | $107K | 2.0K | — | — |
| Q4 2025 | $2K | 14 | — | — |
| Q4 2025 | $4K | 44 | — | — |
| Q4 2025 | $1.4M | 9.9K | — | — |
| Q4 2025 | $5K | 37 | — | — |
| Q4 2025 | $215K | 3.5K | — | — |
| Q4 2025 | $1K | 22 | — | — |
| Q4 2025 | $17K | 225 | — | — |
| Q4 2025 | $125K | 1.3K | — | — |
| Q4 2025 | $1.3M | 5.0K | — | — |
| Q4 2025 | $15K | 38 | — | — |
| Q4 2025 | $697K | 11.0K | — | — |
| Q4 2025 | $114K | 1.5K | — | — |