Back to VGES
West Financial Advisors, LLC → VGES
West Financial Advisors, LLC VGES Position History
VGES
Quarters held
91
Latest value
$13.2M
Q3 2026
Peak value
$93.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.2M |
| Q4 2025 | $623K |
| Q4 2025 | $2.2M |
| Q4 2025 | $2.3M |
| Q4 2025 | $937K |
| Q4 2025 | $52.8M |
| Q4 2025 | $68.8M |
| Q4 2025 | $61K |
| Q4 2025 | $370K |
| Q4 2025 | $2.2M |
| Q4 2025 | $21.4M |
| Q4 2025 | $54M |
| Q4 2025 | $93.8M |
| Q4 2025 | $39K |
| Q4 2025 | $14.9M |
| Q4 2025 | $488K |
| Q4 2025 | $2.7M |
| Q4 2025 | $7K |
| Q4 2025 | $13.2M |
| Q4 2025 | $1.9M |
| Q4 2025 | $512K |
| Q4 2025 | $3.4M |
| Q4 2025 | $5.3M |
| Q1 2026 | $2.1M |
| Q1 2026 | $612K |
| Q1 2026 | $2.2M |
| Q1 2026 | $2.1M |
| Q1 2026 | $882K |
| Q1 2026 | $53M |
| Q1 2026 | $68.5M |
| Q1 2026 | $30K |
| Q1 2026 | $386K |
| Q1 2026 | $2.3M |
| Q1 2026 | $21.3M |
| Q1 2026 | $54.6M |
| Q1 2026 | $72.7M |
| Q1 2026 | $40K |
| Q1 2026 | $15.1M |
| Q1 2026 | $500K |
| Q1 2026 | $2.7M |
| Q1 2026 | $13.2M |
| Q1 2026 | $1.7M |
| Q1 2026 | $526K |
| Q1 2026 | $3.4M |
| Q1 2026 | $5M |
| Q2 2026 | $2.2M |
| Q2 2026 | $624K |
| Q2 2026 | $2.5M |
| Q2 2026 | $2.4M |
| Q2 2026 | $992K |
| Q2 2026 | $59.6M |
| Q2 2026 | $73.1M |
| Q2 2026 | $67K |
| Q2 2026 | $398K |
| Q2 2026 | $2.5M |
| Q2 2026 | $22.6M |
| Q2 2026 | $56.2M |
| Q2 2026 | $87.2M |
| Q2 2026 | $43K |
| Q2 2026 | $16.8M |
| Q2 2026 | $560K |
| Q2 2026 | $3M |
| Q2 2026 | $15.7M |
| Q2 2026 | $2M |
| Q2 2026 | $595K |
| Q2 2026 | $3.9M |
| Q2 2026 | $6.1M |
| Q3 2026 | $2.2M |
| Q3 2026 | $12K |
| Q3 2026 | $2.5M |
| Q3 2026 | $2.4M |
| Q3 2026 | $1M |
| Q3 2026 | $52.3M |
| Q3 2026 | $71.5M |
| Q3 2026 | $66K |
| Q3 2026 | $24M |
| Q3 2026 | $400K |
| Q3 2026 | $2.5M |
| Q3 2026 | $24.3M |
| Q3 2026 | $344K |
| Q3 2026 | $45.6M |
| Q3 2026 | $89.1M |
| Q3 2026 | $43K |
| Q3 2026 | $16M |
| Q3 2026 | $1.6M |
| Q3 2026 | $2.9M |
| Q3 2026 | $14.7M |
| Q3 2026 | $2.1M |
| Q3 2026 | $591K |
| Q3 2026 | $3.7M |
| Q3 2026 | $13.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.2M | 35.4K | — | — |
| Q3 2026 | $3.7M | 12.8K | — | — |
| Q3 2026 | $591K | 2.7K | — | — |
| Q3 2026 | $2.1M | 23.2K | — | — |
| Q3 2026 | $14.7M | 63.4K | — | — |
| Q3 2026 | $2.9M | 37.1K | — | — |
| Q3 2026 | $1.6M | 6.9K | — | — |
| Q3 2026 | $16M | 178.6K | — | — |
| Q3 2026 | $43K | 218 | — | — |
| Q3 2026 | $89.1M | 127.2K | — | — |
| Q3 2026 | $45.6M | 963.2K | — | — |
| Q3 2026 | $344K | 4.4K | — | — |
| Q3 2026 | $24.3M | 314.0K | — | — |
| Q3 2026 | $2.5M | 41.4K | — | — |
| Q3 2026 | $400K | 2.5K | — | — |
| Q3 2026 | $24M | 488.4K | — | — |
| Q3 2026 | $66K | 427 | — | — |
| Q3 2026 | $71.5M | 1.01M | — | — |
| Q3 2026 | $52.3M | 744.8K | — | — |
| Q3 2026 | $1M | 3.6K | — | — |
| Q3 2026 | $2.4M | 17.9K | — | — |
| Q3 2026 | $2.5M | 30.5K | — | — |
| Q3 2026 | $12K | 207 | — | — |
| Q3 2026 | $2.2M | 25.5K | — | — |
| Q2 2026 | $6.1M | 16.5K | — | — |
| Q2 2026 | $3.9M | 12.8K | — | — |
| Q2 2026 | $595K | 2.7K | — | — |
| Q2 2026 | $2M | 23.6K | — | — |
| Q2 2026 | $15.7M | 63.6K | — | — |
| Q2 2026 | $3M | 36.7K | — | — |
| Q2 2026 | $560K | 2.3K | — | — |
| Q2 2026 | $16.8M | 174.6K | — | — |
| Q2 2026 | $43K | 218 | — | — |
| Q2 2026 | $87.2M | 126.9K | — | — |
| Q2 2026 | $56.2M | 1.11M | — | — |
| Q2 2026 | $22.6M | 273.7K | — | — |
| Q2 2026 | $2.5M | 41.3K | — | — |
| Q2 2026 | $398K | 2.5K | — | — |
| Q2 2026 | $67K | 427 | — | — |
| Q2 2026 | $73.1M | 1.03M | — | — |
| Q2 2026 | $59.6M | 812.4K | — | — |
| Q2 2026 | $992K | 3.6K | — | — |
| Q2 2026 | $2.4M | 18.4K | — | — |
| Q2 2026 | $2.5M | 30.3K | — | — |
| Q2 2026 | $624K | 9.9K | — | — |
| Q2 2026 | $2.2M | 26.2K | — | — |
| Q1 2026 | $5M | 15.6K | — | — |
| Q1 2026 | $3.4M | 13.1K | — | — |
| Q1 2026 | $526K | 2.7K | — | — |
| Q1 2026 | $1.7M | 3.9K | — | — |
| Q1 2026 | $13.2M | 64.1K | — | — |
| Q1 2026 | $2.7M | 9.5K | — | — |
| Q1 2026 | $500K | 2.3K | — | — |
| Q1 2026 | $15.1M | 170.4K | — | — |
| Q1 2026 | $40K | 218 | — | — |
| Q1 2026 | $72.7M | 121.6K | — | — |
| Q1 2026 | $54.6M | 1.09M | — | — |
| Q1 2026 | $21.3M | 258.0K | — | — |
| Q1 2026 | $2.3M | 41.9K | — | — |
| Q1 2026 | $386K | 2.8K | — | — |
| Q1 2026 | $30K | 200 | — | — |
| Q1 2026 | $68.5M | 1.07M | — | — |
| Q1 2026 | $53M | 719.3K | — | — |
| Q1 2026 | $882K | 3.7K | — | — |
| Q1 2026 | $2.1M | 18.7K | — | — |
| Q1 2026 | $2.2M | 30.3K | — | — |
| Q1 2026 | $612K | 9.7K | — | — |
| Q1 2026 | $2.1M | 27.2K | — | — |
| Q4 2025 | $5.3M | 15.9K | — | — |
| Q4 2025 | $3.4M | 13.0K | — | — |
| Q4 2025 | $512K | 2.7K | — | — |
| Q4 2025 | $1.9M | 3.9K | — | — |
| Q4 2025 | $13.2M | 63.1K | — | — |
| Q4 2025 | $7K | 22 | — | — |
| Q4 2025 | $2.7M | 9.2K | — | — |
| Q4 2025 | $488K | 2.3K | — | — |
| Q4 2025 | $14.9M | 168.1K | — | — |
| Q4 2025 | $39K | 218 | — | — |
| Q4 2025 | $93.8M | 149.5K | — | — |
| Q4 2025 | $54M | 1.07M | — | — |
| Q4 2025 | $21.4M | 255.3K | — | — |
| Q4 2025 | $2.2M | 40.5K | — | — |
| Q4 2025 | $370K | 2.6K | — | — |
| Q4 2025 | $61K | 427 | — | — |
| Q4 2025 | $68.8M | 1.10M | — | — |
| Q4 2025 | $52.8M | 712.9K | — | — |
| Q4 2025 | $937K | 3.7K | — | — |
| Q4 2025 | $2.3M | 18.7K | — | — |
| Q4 2025 | $2.2M | 31.0K | — | — |
| Q4 2025 | $623K | 9.8K | — | — |
| Q4 2025 | $2.2M | 29.3K | — | — |