Back to VGES
WEBSTERROGERS FINANCIAL ADVISORS, LLC → VGES
WEBSTERROGERS FINANCIAL ADVISORS, LLC VGES Position History
VGES
Quarters held
96
Latest value
$1.1M
Q3 2026
Peak value
$38.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $556K |
| Q4 2025 | $1.8M |
| Q4 2025 | $1.6M |
| Q4 2025 | $794K |
| Q4 2025 | $3.1M |
| Q4 2025 | $1.9M |
| Q4 2025 | $4.3M |
| Q4 2025 | $273K |
| Q4 2025 | $1.4M |
| Q4 2025 | $243K |
| Q4 2025 | $13.4M |
| Q4 2025 | $4.2M |
| Q4 2025 | $9.4M |
| Q4 2025 | $13.6M |
| Q4 2025 | $7.5M |
| Q4 2025 | $8M |
| Q4 2025 | $6.8M |
| Q4 2025 | $805K |
| Q4 2025 | $8.8M |
| Q4 2025 | $11.4M |
| Q4 2025 | $3.2M |
| Q4 2025 | $30.2M |
| Q4 2025 | $675K |
| Q4 2025 | $951K |
| Q1 2026 | $568K |
| Q1 2026 | $1.6M |
| Q1 2026 | $1.5M |
| Q1 2026 | $788K |
| Q1 2026 | $3.1M |
| Q1 2026 | $2.1M |
| Q1 2026 | $4.3M |
| Q1 2026 | $331K |
| Q1 2026 | $1.5M |
| Q1 2026 | $220K |
| Q1 2026 | $13.7M |
| Q1 2026 | $4.3M |
| Q1 2026 | $9.7M |
| Q1 2026 | $13.8M |
| Q1 2026 | $7.6M |
| Q1 2026 | $8M |
| Q1 2026 | $6.9M |
| Q1 2026 | $1.2M |
| Q1 2026 | $9.4M |
| Q1 2026 | $11.2M |
| Q1 2026 | $3.4M |
| Q1 2026 | $28.6M |
| Q1 2026 | $732K |
| Q1 2026 | $911K |
| Q2 2026 | $630K |
| Q2 2026 | $2M |
| Q2 2026 | $983K |
| Q2 2026 | $782K |
| Q2 2026 | $2.8M |
| Q2 2026 | $2.1M |
| Q2 2026 | $4.5M |
| Q2 2026 | $335K |
| Q2 2026 | $1.6M |
| Q2 2026 | $239K |
| Q2 2026 | $14.6M |
| Q2 2026 | $4.6M |
| Q2 2026 | $10.8M |
| Q2 2026 | $15.4M |
| Q2 2026 | $8.2M |
| Q2 2026 | $8.7M |
| Q2 2026 | $7.6M |
| Q2 2026 | $2.8M |
| Q2 2026 | $8.5M |
| Q2 2026 | $13.5M |
| Q2 2026 | $3.9M |
| Q2 2026 | $35.9M |
| Q2 2026 | $801K |
| Q2 2026 | $1.1M |
| Q3 2026 | $636K |
| Q3 2026 | $2.1M |
| Q3 2026 | $880K |
| Q3 2026 | $895K |
| Q3 2026 | $2.9M |
| Q3 2026 | $2.4M |
| Q3 2026 | $4.6M |
| Q3 2026 | $368K |
| Q3 2026 | $1.6M |
| Q3 2026 | $237K |
| Q3 2026 | $14.5M |
| Q3 2026 | $5.4M |
| Q3 2026 | $12.8M |
| Q3 2026 | $14.8M |
| Q3 2026 | $4.9M |
| Q3 2026 | $5.1M |
| Q3 2026 | $11.1M |
| Q3 2026 | $3.9M |
| Q3 2026 | $7.3M |
| Q3 2026 | $14M |
| Q3 2026 | $3.7M |
| Q3 2026 | $38.7M |
| Q3 2026 | $752K |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 2.9K | — | — |
| Q3 2026 | $752K | 2.6K | — | — |
| Q3 2026 | $38.7M | 429.0K | — | — |
| Q3 2026 | $3.7M | 41.4K | — | — |
| Q3 2026 | $14M | 20.0K | — | — |
| Q3 2026 | $7.3M | 153.2K | — | — |
| Q3 2026 | $3.9M | 54.1K | — | — |
| Q3 2026 | $11.1M | 142.2K | — | — |
| Q3 2026 | $5.1M | 102.6K | — | — |
| Q3 2026 | $4.9M | 72.2K | — | — |
| Q3 2026 | $14.8M | 334.2K | — | — |
| Q3 2026 | $12.8M | 225.5K | — | — |
| Q3 2026 | $5.4M | 69.9K | — | — |
| Q3 2026 | $14.5M | 252.4K | — | — |
| Q3 2026 | $237K | 1.8K | — | — |
| Q3 2026 | $1.6M | 37.7K | — | — |
| Q3 2026 | $368K | 7.8K | — | — |
| Q3 2026 | $4.6M | 91.9K | — | — |
| Q3 2026 | $2.4M | 33.5K | — | — |
| Q3 2026 | $2.9M | 37.5K | — | — |
| Q3 2026 | $895K | 12.3K | — | — |
| Q3 2026 | $880K | 14.0K | — | — |
| Q3 2026 | $2.1M | 24.1K | — | — |
| Q3 2026 | $636K | 7.5K | — | — |
| Q2 2026 | $1.1M | 2.9K | — | — |
| Q2 2026 | $801K | 2.6K | — | — |
| Q2 2026 | $35.9M | 416.3K | — | — |
| Q2 2026 | $3.9M | 40.2K | — | — |
| Q2 2026 | $13.5M | 19.6K | — | — |
| Q2 2026 | $8.5M | 167.4K | — | — |
| Q2 2026 | $2.8M | 36.5K | — | — |
| Q2 2026 | $7.6M | 92.5K | — | — |
| Q2 2026 | $8.7M | 157.5K | — | — |
| Q2 2026 | $8.2M | 108.3K | — | — |
| Q2 2026 | $15.4M | 328.2K | — | — |
| Q2 2026 | $10.8M | 182.8K | — | — |
| Q2 2026 | $4.6M | 57.8K | — | — |
| Q2 2026 | $14.6M | 251.7K | — | — |
| Q2 2026 | $239K | 1.8K | — | — |
| Q2 2026 | $1.6M | 36.1K | — | — |
| Q2 2026 | $335K | 6.9K | — | — |
| Q2 2026 | $4.5M | 90.7K | — | — |
| Q2 2026 | $2.1M | 28.9K | — | — |
| Q2 2026 | $2.8M | 35.9K | — | — |
| Q2 2026 | $782K | 10.2K | — | — |
| Q2 2026 | $983K | 14.3K | — | — |
| Q2 2026 | $2M | 24.1K | — | — |
| Q2 2026 | $630K | 7.4K | — | — |
| Q1 2026 | $911K | 2.8K | — | — |
| Q1 2026 | $732K | 2.8K | — | — |
| Q1 2026 | $28.6M | 65.5K | — | — |
| Q1 2026 | $3.4M | 37.8K | — | — |
| Q1 2026 | $11.2M | 18.8K | — | — |
| Q1 2026 | $9.4M | 189.0K | — | — |
| Q1 2026 | $1.2M | 15.6K | — | — |
| Q1 2026 | $6.9M | 83.8K | — | — |
| Q1 2026 | $8M | 144.8K | — | — |
| Q1 2026 | $7.6M | 101.8K | — | — |
| Q1 2026 | $13.8M | 294.9K | — | — |
| Q1 2026 | $9.7M | 163.0K | — | — |
| Q1 2026 | $4.3M | 54.0K | — | — |
| Q1 2026 | $13.7M | 233.3K | — | — |
| Q1 2026 | $220K | 1.8K | — | — |
| Q1 2026 | $1.5M | 33.6K | — | — |
| Q1 2026 | $331K | 6.9K | — | — |
| Q1 2026 | $4.3M | 85.9K | — | — |
| Q1 2026 | $2.1M | 28.4K | — | — |
| Q1 2026 | $3.1M | 39.2K | — | — |
| Q1 2026 | $788K | 10.2K | — | — |
| Q1 2026 | $1.5M | 21.4K | — | — |
| Q1 2026 | $1.6M | 4.0K | — | — |
| Q1 2026 | $568K | 7.4K | — | — |
| Q4 2025 | $951K | 2.8K | — | — |
| Q4 2025 | $675K | 2.6K | — | — |
| Q4 2025 | $30.2M | 61.8K | — | — |
| Q4 2025 | $3.2M | 35.9K | — | — |
| Q4 2025 | $11.4M | 18.1K | — | — |
| Q4 2025 | $8.8M | 174.2K | — | — |
| Q4 2025 | $805K | 10.6K | — | — |
| Q4 2025 | $6.8M | 81.3K | — | — |
| Q4 2025 | $8M | 143.9K | — | — |
| Q4 2025 | $7.5M | 98.6K | — | — |
| Q4 2025 | $13.6M | 288.7K | — | — |
| Q4 2025 | $9.4M | 157.6K | — | — |
| Q4 2025 | $4.2M | 53.2K | — | — |
| Q4 2025 | $13.4M | 228.1K | — | — |
| Q4 2025 | $243K | 1.8K | — | — |
| Q4 2025 | $1.4M | 31.6K | — | — |
| Q4 2025 | $273K | 5.6K | — | — |
| Q4 2025 | $4.3M | 85.9K | — | — |
| Q4 2025 | $1.9M | 25.9K | — | — |
| Q4 2025 | $3.1M | 39.5K | — | — |
| Q4 2025 | $794K | 10.2K | — | — |
| Q4 2025 | $1.6M | 22.5K | — | — |
| Q4 2025 | $1.8M | 4.0K | — | — |
| Q4 2025 | $556K | 7.4K | — | — |