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Caldwell Trust Co VGES Position History
VGES
Quarters held
161
Latest value
$16.4M
Q3 2026
Peak value
$23.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $246K |
| Q4 2025 | $97K |
| Q4 2025 | $8K |
| Q4 2025 | $185K |
| Q4 2025 | $1.3M |
| Q4 2025 | $2.9M |
| Q4 2025 | $1.2M |
| Q4 2025 | $6.8M |
| Q4 2025 | $789K |
| Q4 2025 | $10K |
| Q4 2025 | $550K |
| Q4 2025 | $7K |
| Q4 2025 | $362K |
| Q4 2025 | $581K |
| Q4 2025 | $33K |
| Q4 2025 | $126K |
| Q4 2025 | $7K |
| Q4 2025 | $12K |
| Q4 2025 | $41K |
| Q4 2025 | $565K |
| Q4 2025 | $165K |
| Q4 2025 | $19K |
| Q4 2025 | $160K |
| Q4 2025 | $746K |
| Q4 2025 | $384K |
| Q4 2025 | $25K |
| Q4 2025 | $618K |
| Q4 2025 | $23.4M |
| Q4 2025 | $268K |
| Q4 2025 | $358K |
| Q4 2025 | $713K |
| Q4 2025 | $755K |
| Q4 2025 | $9.3M |
| Q4 2025 | $139K |
| Q4 2025 | $788K |
| Q4 2025 | $3.3M |
| Q4 2025 | $1.7M |
| Q4 2025 | $891K |
| Q4 2025 | $14.2M |
| Q1 2026 | $669K |
| Q1 2026 | $90K |
| Q1 2026 | $8K |
| Q1 2026 | $129K |
| Q1 2026 | $1.5M |
| Q1 2026 | $3.3M |
| Q1 2026 | $190K |
| Q1 2026 | $2.1M |
| Q1 2026 | $380K |
| Q1 2026 | $7.5M |
| Q1 2026 | $695K |
| Q1 2026 | $10K |
| Q1 2026 | $530K |
| Q1 2026 | $477K |
| Q1 2026 | $364K |
| Q1 2026 | $614K |
| Q1 2026 | $32K |
| Q1 2026 | $115K |
| Q1 2026 | $8K |
| Q1 2026 | $11K |
| Q1 2026 | $42K |
| Q1 2026 | $523K |
| Q1 2026 | $177K |
| Q1 2026 | $18K |
| Q1 2026 | $160K |
| Q1 2026 | $722K |
| Q1 2026 | $382K |
| Q1 2026 | $47K |
| Q1 2026 | $623K |
| Q1 2026 | $21.9M |
| Q1 2026 | $271K |
| Q1 2026 | $347K |
| Q1 2026 | $705K |
| Q1 2026 | $781K |
| Q1 2026 | $9.3M |
| Q1 2026 | $121K |
| Q1 2026 | $775K |
| Q1 2026 | $2.9M |
| Q1 2026 | $1.6M |
| Q1 2026 | $901K |
| Q1 2026 | $14.2M |
| Q2 2026 | $774K |
| Q2 2026 | $106K |
| Q2 2026 | $9K |
| Q2 2026 | $129K |
| Q2 2026 | $1.3M |
| Q2 2026 | $3.8M |
| Q2 2026 | $194K |
| Q2 2026 | $1.5M |
| Q2 2026 | $390K |
| Q2 2026 | $9.2M |
| Q2 2026 | $686K |
| Q2 2026 | $11K |
| Q2 2026 | $484K |
| Q2 2026 | $7K |
| Q2 2026 | $392K |
| Q2 2026 | $777K |
| Q2 2026 | $35K |
| Q2 2026 | $127K |
| Q2 2026 | $8K |
| Q2 2026 | $12K |
| Q2 2026 | $85K |
| Q2 2026 | $724K |
| Q2 2026 | $224K |
| Q2 2026 | $21K |
| Q2 2026 | $105K |
| Q2 2026 | $711K |
| Q2 2026 | $395K |
| Q2 2026 | $53K |
| Q2 2026 | $682K |
| Q2 2026 | $22.5M |
| Q2 2026 | $359K |
| Q2 2026 | $451K |
| Q2 2026 | $710K |
| Q2 2026 | $919K |
| Q2 2026 | $10.2M |
| Q2 2026 | $140K |
| Q2 2026 | $946K |
| Q2 2026 | $3.3M |
| Q2 2026 | $1.8M |
| Q2 2026 | $1.1M |
| Q2 2026 | $16.2M |
| Q3 2026 | $769K |
| Q3 2026 | $109K |
| Q3 2026 | $9K |
| Q3 2026 | $117K |
| Q3 2026 | $1.2M |
| Q3 2026 | $4.3M |
| Q3 2026 | $192K |
| Q3 2026 | $1.9M |
| Q3 2026 | $376K |
| Q3 2026 | $9.4M |
| Q3 2026 | $673K |
| Q3 2026 | $11K |
| Q3 2026 | $475K |
| Q3 2026 | $7K |
| Q3 2026 | $389K |
| Q3 2026 | $829K |
| Q3 2026 | $34K |
| Q3 2026 | $117K |
| Q3 2026 | $12K |
| Q3 2026 | $76K |
| Q3 2026 | $686K |
| Q3 2026 | $196K |
| Q3 2026 | $3K |
| Q3 2026 | $103K |
| Q3 2026 | $546K |
| Q3 2026 | $380K |
| Q3 2026 | $50K |
| Q3 2026 | $583K |
| Q3 2026 | $23M |
| Q3 2026 | $345K |
| Q3 2026 | $426K |
| Q3 2026 | $655K |
| Q3 2026 | $853K |
| Q3 2026 | $10M |
| Q3 2026 | $143K |
| Q3 2026 | $890K |
| Q3 2026 | $3M |
| Q3 2026 | $1.7M |
| Q3 2026 | $621K |
| Q3 2026 | $16.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $16.4M | 43.8K | — | — |
| Q3 2026 | $621K | 2.2K | — | — |
| Q3 2026 | $1.7M | 7.9K | — | — |
| Q3 2026 | $3M | 33.6K | — | — |
| Q3 2026 | $890K | 3.8K | — | — |
| Q3 2026 | $143K | 406 | — | — |
| Q3 2026 | $10M | 127.7K | — | — |
| Q3 2026 | $853K | 3.7K | — | — |
| Q3 2026 | $655K | 7.3K | — | — |
| Q3 2026 | $426K | 1.5K | — | — |
| Q3 2026 | $345K | 1.8K | — | — |
| Q3 2026 | $23M | 32.8K | — | — |
| Q3 2026 | $583K | 12.3K | — | — |
| Q3 2026 | $50K | 644 | — | — |
| Q3 2026 | $380K | 6.7K | — | — |
| Q3 2026 | $546K | 7.1K | — | — |
| Q3 2026 | $103K | 1.8K | — | — |
| Q3 2026 | $3K | 16 | — | — |
| Q3 2026 | $196K | 1.1K | — | — |
| Q3 2026 | $686K | 5.5K | — | — |
| Q3 2026 | $76K | 237 | — | — |
| Q3 2026 | $12K | 90 | — | — |
| Q3 2026 | $117K | 320 | — | — |
| Q3 2026 | $34K | 390 | — | — |
| Q3 2026 | $829K | 14.0K | — | — |
| Q3 2026 | $389K | 4.7K | — | — |
| Q3 2026 | $7K | 150 | — | — |
| Q3 2026 | $475K | 9.6K | — | — |
| Q3 2026 | $11K | 109 | — | — |
| Q3 2026 | $673K | 4.3K | — | — |
| Q3 2026 | $9.4M | 133.6K | — | — |
| Q3 2026 | $376K | 5.4K | — | — |
| Q3 2026 | $1.9M | 27.4K | — | — |
| Q3 2026 | $192K | 2.5K | — | — |
| Q3 2026 | $4.3M | 56.5K | — | — |
| Q3 2026 | $1.2M | 16.4K | — | — |
| Q3 2026 | $117K | 1.9K | — | — |
| Q3 2026 | $9K | 80 | — | — |
| Q3 2026 | $109K | 805 | — | — |
| Q3 2026 | $769K | 9.0K | — | — |
| Q2 2026 | $16.2M | 43.8K | — | — |
| Q2 2026 | $1.1M | 3.5K | — | — |
| Q2 2026 | $1.8M | 8.4K | — | — |
| Q2 2026 | $3.3M | 38.2K | — | — |
| Q2 2026 | $946K | 3.8K | — | — |
| Q2 2026 | $140K | 406 | — | — |
| Q2 2026 | $10.2M | 126.4K | — | — |
| Q2 2026 | $919K | 3.8K | — | — |
| Q2 2026 | $710K | 7.4K | — | — |
| Q2 2026 | $451K | 1.5K | — | — |
| Q2 2026 | $359K | 1.8K | — | — |
| Q2 2026 | $22.5M | 32.7K | — | — |
| Q2 2026 | $682K | 13.5K | — | — |
| Q2 2026 | $53K | 644 | — | — |
| Q2 2026 | $395K | 6.7K | — | — |
| Q2 2026 | $711K | 9.0K | — | — |
| Q2 2026 | $105K | 1.8K | — | — |
| Q2 2026 | $21K | 116 | — | — |
| Q2 2026 | $224K | 1.1K | — | — |
| Q2 2026 | $724K | 6.1K | — | — |
| Q2 2026 | $85K | 237 | — | — |
| Q2 2026 | $12K | 90 | — | — |
| Q2 2026 | $8K | 35 | — | — |
| Q2 2026 | $127K | 320 | — | — |
| Q2 2026 | $35K | 390 | — | — |
| Q2 2026 | $777K | 13.0K | — | — |
| Q2 2026 | $392K | 4.7K | — | — |
| Q2 2026 | $7K | 150 | — | — |
| Q2 2026 | $484K | 9.6K | — | — |
| Q2 2026 | $11K | 109 | — | — |
| Q2 2026 | $686K | 4.3K | — | — |
| Q2 2026 | $9.2M | 128.8K | — | — |
| Q2 2026 | $390K | 5.3K | — | — |
| Q2 2026 | $1.5M | 20.6K | — | — |
| Q2 2026 | $194K | 2.5K | — | — |
| Q2 2026 | $3.8M | 48.5K | — | — |
| Q2 2026 | $1.3M | 16.4K | — | — |
| Q2 2026 | $129K | 1.9K | — | — |
| Q2 2026 | $9K | 80 | — | — |
| Q2 2026 | $106K | 805 | — | — |
| Q2 2026 | $774K | 9.0K | — | — |
| Q1 2026 | $14.2M | 44.4K | — | — |
| Q1 2026 | $901K | 3.4K | — | — |
| Q1 2026 | $1.6M | 8.3K | — | — |
| Q1 2026 | $2.9M | 6.7K | — | — |
| Q1 2026 | $775K | 3.8K | — | — |
| Q1 2026 | $121K | 406 | — | — |
| Q1 2026 | $9.3M | 32.2K | — | — |
| Q1 2026 | $781K | 3.6K | — | — |
| Q1 2026 | $705K | 8.0K | — | — |
| Q1 2026 | $347K | 1.3K | — | — |
| Q1 2026 | $271K | 1.5K | — | — |
| Q1 2026 | $21.9M | 36.7K | — | — |
| Q1 2026 | $623K | 12.5K | — | — |
| Q1 2026 | $47K | 572 | — | — |
| Q1 2026 | $382K | 6.4K | — | — |
| Q1 2026 | $722K | 9.1K | — | — |
| Q1 2026 | $160K | 2.7K | — | — |
| Q1 2026 | $18K | 100 | — | — |
| Q1 2026 | $177K | 892 | — | — |
| Q1 2026 | $523K | 750 | — | — |
| Q1 2026 | $42K | 136 | — | — |
| Q1 2026 | $11K | 90 | — | — |
| Q1 2026 | $8K | 35 | — | — |
| Q1 2026 | $115K | 320 | — | — |
| Q1 2026 | $32K | 390 | — | — |
| Q1 2026 | $614K | 11.4K | — | — |
| Q1 2026 | $364K | 4.8K | — | — |
| Q1 2026 | $477K | 9.9K | — | — |
| Q1 2026 | $530K | 10.6K | — | — |
| Q1 2026 | $10K | 109 | — | — |
| Q1 2026 | $695K | 4.7K | — | — |
| Q1 2026 | $7.5M | 117.5K | — | — |
| Q1 2026 | $380K | 5.2K | — | — |
| Q1 2026 | $2.1M | 29.0K | — | — |
| Q1 2026 | $190K | 2.4K | — | — |
| Q1 2026 | $3.3M | 41.5K | — | — |
| Q1 2026 | $1.5M | 19.4K | — | — |
| Q1 2026 | $129K | 1.9K | — | — |
| Q1 2026 | $8K | 80 | — | — |
| Q1 2026 | $90K | 805 | — | — |
| Q1 2026 | $669K | 8.7K | — | — |
| Q4 2025 | $14.2M | 42.5K | — | — |
| Q4 2025 | $891K | 3.5K | — | — |
| Q4 2025 | $1.7M | 8.7K | — | — |
| Q4 2025 | $3.3M | 6.7K | — | — |
| Q4 2025 | $788K | 3.8K | — | — |
| Q4 2025 | $139K | 441 | — | — |
| Q4 2025 | $9.3M | 32.0K | — | — |
| Q4 2025 | $755K | 3.6K | — | — |
| Q4 2025 | $713K | 8.1K | — | — |
| Q4 2025 | $358K | 1.3K | — | — |
| Q4 2025 | $268K | 1.5K | — | — |
| Q4 2025 | $23.4M | 37.3K | — | — |
| Q4 2025 | $618K | 12.3K | — | — |
| Q4 2025 | $25K | 303 | — | — |
| Q4 2025 | $384K | 6.4K | — | — |
| Q4 2025 | $746K | 9.4K | — | — |
| Q4 2025 | $160K | 2.7K | — | — |
| Q4 2025 | $19K | 100 | — | — |
| Q4 2025 | $165K | 892 | — | — |
| Q4 2025 | $565K | 750 | — | — |
| Q4 2025 | $41K | 136 | — | — |
| Q4 2025 | $12K | 90 | — | — |
| Q4 2025 | $7K | 35 | — | — |
| Q4 2025 | $126K | 320 | — | — |
| Q4 2025 | $33K | 390 | — | — |
| Q4 2025 | $581K | 10.8K | — | — |
| Q4 2025 | $362K | 4.9K | — | — |
| Q4 2025 | $7K | 150 | — | — |
| Q4 2025 | $550K | 11.1K | — | — |
| Q4 2025 | $10K | 109 | — | — |
| Q4 2025 | $789K | 5.5K | — | — |
| Q4 2025 | $6.8M | 108.9K | — | — |
| Q4 2025 | $1.2M | 16.8K | — | — |
| Q4 2025 | $2.9M | 36.9K | — | — |
| Q4 2025 | $1.3M | 16.3K | — | — |
| Q4 2025 | $185K | 1.4K | — | — |
| Q4 2025 | $8K | 80 | — | — |
| Q4 2025 | $97K | 805 | — | — |
| Q4 2025 | $246K | 3.3K | — | — |