Back to VGES
Values Added Financial LLC → VGES
Values Added Financial LLC VGES Position History
VGES
Quarters held
78
Latest value
$5M
Q3 2026
Peak value
$12.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $818K |
| Q3 2025 | $1.7M |
| Q3 2025 | $11.7M |
| Q3 2025 | $11.6M |
| Q3 2025 | $1.2M |
| Q3 2025 | $3.8M |
| Q3 2025 | $4.1M |
| Q3 2025 | $3.3M |
| Q3 2025 | $3M |
| Q3 2025 | $709K |
| Q3 2025 | $862K |
| Q3 2025 | $3.5M |
| Q3 2025 | $373K |
| Q3 2025 | $4.5M |
| Q4 2025 | $844K |
| Q4 2025 | $1.7M |
| Q4 2025 | $11.5M |
| Q4 2025 | $12M |
| Q4 2025 | $1.2M |
| Q4 2025 | $9.6M |
| Q4 2025 | $3.9M |
| Q4 2025 | $4M |
| Q4 2025 | $3.3M |
| Q4 2025 | $3.1M |
| Q4 2025 | $706K |
| Q4 2025 | $882K |
| Q4 2025 | $3.4M |
| Q4 2025 | $391K |
| Q4 2025 | $4.5M |
| Q1 2026 | $846K |
| Q1 2026 | $1.6M |
| Q1 2026 | $11.5M |
| Q1 2026 | $11.7M |
| Q1 2026 | $1.3M |
| Q1 2026 | $1.2M |
| Q1 2026 | $5M |
| Q1 2026 | $201K |
| Q1 2026 | $4M |
| Q1 2026 | $3.7M |
| Q1 2026 | $4.5M |
| Q1 2026 | $2.9M |
| Q1 2026 | $626K |
| Q1 2026 | $837K |
| Q1 2026 | $3.4M |
| Q1 2026 | $359K |
| Q1 2026 | $4.3M |
| Q2 2026 | $971K |
| Q2 2026 | $1.7M |
| Q2 2026 | $12.4M |
| Q2 2026 | $12.9M |
| Q2 2026 | $1.5M |
| Q2 2026 | $1.3M |
| Q2 2026 | $3M |
| Q2 2026 | $206K |
| Q2 2026 | $4.4M |
| Q2 2026 | $4M |
| Q2 2026 | $4.6M |
| Q2 2026 | $3.4M |
| Q2 2026 | $703K |
| Q2 2026 | $963K |
| Q2 2026 | $4M |
| Q2 2026 | $415K |
| Q2 2026 | $4.9M |
| Q3 2026 | $956K |
| Q3 2026 | $1.8M |
| Q3 2026 | $11M |
| Q3 2026 | $12.7M |
| Q3 2026 | $1.4M |
| Q3 2026 | $10.5M |
| Q3 2026 | $4.4M |
| Q3 2026 | $4M |
| Q3 2026 | $478K |
| Q3 2026 | $3.4M |
| Q3 2026 | $683K |
| Q3 2026 | $986K |
| Q3 2026 | $3.5M |
| Q3 2026 | $389K |
| Q3 2026 | $5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5M | 13.4K | — | — |
| Q3 2026 | $389K | 1.4K | — | — |
| Q3 2026 | $3.5M | 15.2K | — | — |
| Q3 2026 | $986K | 2.8K | — | — |
| Q3 2026 | $683K | 8.7K | — | — |
| Q3 2026 | $3.4M | 4.8K | — | — |
| Q3 2026 | $478K | 10.1K | — | — |
| Q3 2026 | $4M | 67.7K | — | — |
| Q3 2026 | $4.4M | 52.6K | — | — |
| Q3 2026 | $10.5M | 224.7K | — | — |
| Q3 2026 | $1.4M | 9.0K | — | — |
| Q3 2026 | $12.7M | 179.4K | — | — |
| Q3 2026 | $11M | 156.3K | — | — |
| Q3 2026 | $1.8M | 13.1K | — | — |
| Q3 2026 | $956K | 11.8K | — | — |
| Q2 2026 | $4.9M | 13.4K | — | — |
| Q2 2026 | $415K | 1.4K | — | — |
| Q2 2026 | $4M | 16.4K | — | — |
| Q2 2026 | $963K | 2.8K | — | — |
| Q2 2026 | $703K | 8.7K | — | — |
| Q2 2026 | $3.4M | 4.9K | — | — |
| Q2 2026 | $4.6M | 91.3K | — | — |
| Q2 2026 | $4M | 67.2K | — | — |
| Q2 2026 | $4.4M | 52.6K | — | — |
| Q2 2026 | $206K | 1.3K | — | — |
| Q2 2026 | $3M | 62.9K | — | — |
| Q2 2026 | $1.3M | 13.1K | — | — |
| Q2 2026 | $1.5M | 9.2K | — | — |
| Q2 2026 | $12.9M | 181.5K | — | — |
| Q2 2026 | $12.4M | 168.5K | — | — |
| Q2 2026 | $1.7M | 13.2K | — | — |
| Q2 2026 | $971K | 11.8K | — | — |
| Q1 2026 | $4.3M | 13.3K | — | — |
| Q1 2026 | $359K | 1.4K | — | — |
| Q1 2026 | $3.4M | 16.4K | — | — |
| Q1 2026 | $837K | 2.8K | — | — |
| Q1 2026 | $626K | 2.2K | — | — |
| Q1 2026 | $2.9M | 4.9K | — | — |
| Q1 2026 | $4.5M | 90.7K | — | — |
| Q1 2026 | $3.7M | 67.8K | — | — |
| Q1 2026 | $4M | 52.6K | — | — |
| Q1 2026 | $201K | 1.5K | — | — |
| Q1 2026 | $5M | 105.0K | — | — |
| Q1 2026 | $1.2M | 12.0K | — | — |
| Q1 2026 | $1.3M | 9.0K | — | — |
| Q1 2026 | $11.7M | 182.7K | — | — |
| Q1 2026 | $11.5M | 156.5K | — | — |
| Q1 2026 | $1.6M | 14.1K | — | — |
| Q1 2026 | $846K | 11.8K | — | — |
| Q4 2025 | $4.5M | 13.5K | — | — |
| Q4 2025 | $391K | 1.5K | — | — |
| Q4 2025 | $3.4M | 16.5K | — | — |
| Q4 2025 | $882K | 2.8K | — | — |
| Q4 2025 | $706K | 2.4K | — | — |
| Q4 2025 | $3.1M | 4.9K | — | — |
| Q4 2025 | $3.3M | 65.6K | — | — |
| Q4 2025 | $4M | 74.3K | — | — |
| Q4 2025 | $3.9M | 52.6K | — | — |
| Q4 2025 | $9.6M | 198.2K | — | — |
| Q4 2025 | $1.2M | 8.7K | — | — |
| Q4 2025 | $12M | 192.9K | — | — |
| Q4 2025 | $11.5M | 155.8K | — | — |
| Q4 2025 | $1.7M | 14.1K | — | — |
| Q4 2025 | $844K | 11.8K | — | — |
| Q3 2025 | $4.5M | 13.8K | — | — |
| Q3 2025 | $373K | 1.5K | — | — |
| Q3 2025 | $3.5M | 16.6K | — | — |
| Q3 2025 | $862K | 2.8K | — | — |
| Q3 2025 | $709K | 2.4K | — | — |
| Q3 2025 | $3M | 4.9K | — | — |
| Q3 2025 | $3.3M | 66.7K | — | — |
| Q3 2025 | $4.1M | 74.8K | — | — |
| Q3 2025 | $3.8M | 52.7K | — | — |
| Q3 2025 | $1.2M | 8.7K | — | — |
| Q3 2025 | $11.6M | 193.8K | — | — |
| Q3 2025 | $11.7M | 157.5K | — | — |
| Q3 2025 | $1.7M | 14.0K | — | — |
| Q3 2025 | $818K | 11.8K | — | — |