Back to VGES
Capital Advisors Wealth Management, LLC → VGES
Capital Advisors Wealth Management, LLC VGES Position History
VGES
Quarters held
115
Latest value
$7.3M
Q3 2026
Peak value
$36.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $228K |
| Q3 2025 | $1.1M |
| Q3 2025 | $5.3M |
| Q3 2025 | $17.8M |
| Q3 2025 | $367K |
| Q3 2025 | $356K |
| Q3 2025 | $1.3M |
| Q3 2025 | $13.3M |
| Q3 2025 | $13.2M |
| Q3 2025 | $269K |
| Q3 2025 | $28.3M |
| Q3 2025 | $32.4M |
| Q3 2025 | $6.5M |
| Q3 2025 | $1.5M |
| Q3 2025 | $6.5M |
| Q3 2025 | $2.5M |
| Q3 2025 | $3.2M |
| Q3 2025 | $617K |
| Q3 2025 | $763K |
| Q3 2025 | $1.5M |
| Q3 2025 | $6.6M |
| Q3 2025 | $5.6M |
| Q4 2025 | $233K |
| Q4 2025 | $237K |
| Q4 2025 | $1.1M |
| Q4 2025 | $5.6M |
| Q4 2025 | $1.7M |
| Q4 2025 | $464K |
| Q4 2025 | $414K |
| Q4 2025 | $1.5M |
| Q4 2025 | $14.1M |
| Q4 2025 | $14.4M |
| Q4 2025 | $268K |
| Q4 2025 | $28.5M |
| Q4 2025 | $32.6M |
| Q4 2025 | $6.9M |
| Q4 2025 | $2M |
| Q4 2025 | $6.2M |
| Q4 2025 | $2.6M |
| Q4 2025 | $3.2M |
| Q4 2025 | $805K |
| Q4 2025 | $730K |
| Q4 2025 | $1.6M |
| Q4 2025 | $6.8M |
| Q4 2025 | $5.9M |
| Q1 2026 | $230K |
| Q1 2026 | $252K |
| Q1 2026 | $1.1M |
| Q1 2026 | $5.7M |
| Q1 2026 | $859K |
| Q1 2026 | $462K |
| Q1 2026 | $428K |
| Q1 2026 | $1.5M |
| Q1 2026 | $14.9M |
| Q1 2026 | $15.5M |
| Q1 2026 | $270K |
| Q1 2026 | $21.3M |
| Q1 2026 | $35M |
| Q1 2026 | $7.5M |
| Q1 2026 | $2.2M |
| Q1 2026 | $6.3M |
| Q1 2026 | $2.6M |
| Q1 2026 | $3.1M |
| Q1 2026 | $890K |
| Q1 2026 | $605K |
| Q1 2026 | $9M |
| Q1 2026 | $11.1M |
| Q1 2026 | $5.7M |
| Q2 2026 | $281K |
| Q2 2026 | $1.2M |
| Q2 2026 | $6.3M |
| Q2 2026 | $502K |
| Q2 2026 | $491K |
| Q2 2026 | $426K |
| Q2 2026 | $1.7M |
| Q2 2026 | $15.9M |
| Q2 2026 | $16.5M |
| Q2 2026 | $299K |
| Q2 2026 | $29.5M |
| Q2 2026 | $36.3M |
| Q2 2026 | $273K |
| Q2 2026 | $7.7M |
| Q2 2026 | $2.6M |
| Q2 2026 | $6.7M |
| Q2 2026 | $2.8M |
| Q2 2026 | $3.4M |
| Q2 2026 | $1.2M |
| Q2 2026 | $635K |
| Q2 2026 | $11.1M |
| Q2 2026 | $13.2M |
| Q2 2026 | $7.1M |
| Q3 2026 | $500K |
| Q3 2026 | $1.2M |
| Q3 2026 | $6.5M |
| Q3 2026 | $1.4M |
| Q3 2026 | $294K |
| Q3 2026 | $464K |
| Q3 2026 | $406K |
| Q3 2026 | $1.7M |
| Q3 2026 | $16.1M |
| Q3 2026 | $17.5M |
| Q3 2026 | $297K |
| Q3 2026 | $31.2M |
| Q3 2026 | $15.3M |
| Q3 2026 | $255K |
| Q3 2026 | $7.8M |
| Q3 2026 | $3M |
| Q3 2026 | $6.2M |
| Q3 2026 | $2.7M |
| Q3 2026 | $3.4M |
| Q3 2026 | $1.3M |
| Q3 2026 | $836K |
| Q3 2026 | $12.8M |
| Q3 2026 | $13.7M |
| Q3 2026 | $7.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.3M | 19.6K | — | — |
| Q3 2026 | $13.7M | 48.0K | — | — |
| Q3 2026 | $12.8M | 59.1K | — | — |
| Q3 2026 | $836K | 9.3K | — | — |
| Q3 2026 | $1.3M | 5.5K | — | — |
| Q3 2026 | $3.4M | 43.3K | — | — |
| Q3 2026 | $2.7M | 11.5K | — | — |
| Q3 2026 | $6.2M | 68.7K | — | — |
| Q3 2026 | $3M | 4.3K | — | — |
| Q3 2026 | $7.8M | 163.7K | — | — |
| Q3 2026 | $255K | 3.6K | — | — |
| Q3 2026 | $15.3M | 194.8K | — | — |
| Q3 2026 | $31.2M | 248.2K | — | — |
| Q3 2026 | $297K | 5.0K | — | — |
| Q3 2026 | $17.5M | 173.1K | — | — |
| Q3 2026 | $16.1M | 103.7K | — | — |
| Q3 2026 | $1.7M | 24.2K | — | — |
| Q3 2026 | $406K | 5.8K | — | — |
| Q3 2026 | $464K | 6.4K | — | — |
| Q3 2026 | $294K | 4.7K | — | — |
| Q3 2026 | $1.4M | 14.3K | — | — |
| Q3 2026 | $6.5M | 43.1K | — | — |
| Q3 2026 | $1.2M | 5.4K | — | — |
| Q3 2026 | $500K | 5.9K | — | — |
| Q2 2026 | $7.1M | 19.2K | — | — |
| Q2 2026 | $13.2M | 43.7K | — | — |
| Q2 2026 | $11.1M | 51.1K | — | — |
| Q2 2026 | $635K | 7.4K | — | — |
| Q2 2026 | $1.2M | 4.8K | — | — |
| Q2 2026 | $3.4M | 42.6K | — | — |
| Q2 2026 | $2.8M | 11.5K | — | — |
| Q2 2026 | $6.7M | 69.8K | — | — |
| Q2 2026 | $2.6M | 3.8K | — | — |
| Q2 2026 | $7.7M | 152.1K | — | — |
| Q2 2026 | $273K | 3.6K | — | — |
| Q2 2026 | $36.3M | 438.8K | — | — |
| Q2 2026 | $29.5M | 247.2K | — | — |
| Q2 2026 | $299K | 5.0K | — | — |
| Q2 2026 | $16.5M | 168.1K | — | — |
| Q2 2026 | $15.9M | 100.5K | — | — |
| Q2 2026 | $1.7M | 24.0K | — | — |
| Q2 2026 | $426K | 5.8K | — | — |
| Q2 2026 | $491K | 6.4K | — | — |
| Q2 2026 | $502K | 7.3K | — | — |
| Q2 2026 | $6.3M | 42.7K | — | — |
| Q2 2026 | $1.2M | 5.4K | — | — |
| Q2 2026 | $281K | 3.3K | — | — |
| Q1 2026 | $5.7M | 17.9K | — | — |
| Q1 2026 | $11.1M | 42.4K | — | — |
| Q1 2026 | $9M | 45.9K | — | — |
| Q1 2026 | $605K | 1.4K | — | — |
| Q1 2026 | $890K | 4.3K | — | — |
| Q1 2026 | $3.1M | 10.9K | — | — |
| Q1 2026 | $2.6M | 11.9K | — | — |
| Q1 2026 | $6.3M | 71.2K | — | — |
| Q1 2026 | $2.2M | 3.8K | — | — |
| Q1 2026 | $7.5M | 150.3K | — | — |
| Q1 2026 | $35M | 423.2K | — | — |
| Q1 2026 | $21.3M | 30.5K | — | — |
| Q1 2026 | $270K | 5.0K | — | — |
| Q1 2026 | $15.5M | 164.2K | — | — |
| Q1 2026 | $14.9M | 100.4K | — | — |
| Q1 2026 | $1.5M | 23.8K | — | — |
| Q1 2026 | $428K | 5.8K | — | — |
| Q1 2026 | $462K | 6.0K | — | — |
| Q1 2026 | $859K | 12.5K | — | — |
| Q1 2026 | $5.7M | 42.3K | — | — |
| Q1 2026 | $1.1M | 5.4K | — | — |
| Q1 2026 | $252K | 3.3K | — | — |
| Q1 2026 | $230K | 5.0K | — | — |
| Q4 2025 | $5.9M | 17.5K | — | — |
| Q4 2025 | $6.8M | 26.2K | — | — |
| Q4 2025 | $1.6M | 8.2K | — | — |
| Q4 2025 | $730K | 1.5K | — | — |
| Q4 2025 | $805K | 3.9K | — | — |
| Q4 2025 | $3.2M | 10.9K | — | — |
| Q4 2025 | $2.6M | 12.1K | — | — |
| Q4 2025 | $6.2M | 70.4K | — | — |
| Q4 2025 | $2M | 3.2K | — | — |
| Q4 2025 | $6.9M | 136.9K | — | — |
| Q4 2025 | $32.6M | 389.3K | — | — |
| Q4 2025 | $28.5M | 37.8K | — | — |
| Q4 2025 | $268K | 5.0K | — | — |
| Q4 2025 | $14.4M | 160.5K | — | — |
| Q4 2025 | $14.1M | 98.5K | — | — |
| Q4 2025 | $1.5M | 23.3K | — | — |
| Q4 2025 | $414K | 5.6K | — | — |
| Q4 2025 | $464K | 6.0K | — | — |
| Q4 2025 | $1.7M | 24.0K | — | — |
| Q4 2025 | $5.6M | 41.9K | — | — |
| Q4 2025 | $1.1M | 5.4K | — | — |
| Q4 2025 | $237K | 3.1K | — | — |
| Q4 2025 | $233K | 4.9K | — | — |
| Q3 2025 | $5.6M | 17.2K | — | — |
| Q3 2025 | $6.6M | 26.1K | — | — |
| Q3 2025 | $1.5M | 8.3K | — | — |
| Q3 2025 | $763K | 1.6K | — | — |
| Q3 2025 | $617K | 2.9K | — | — |
| Q3 2025 | $3.2M | 11.0K | — | — |
| Q3 2025 | $2.5M | 12.2K | — | — |
| Q3 2025 | $6.5M | 71.2K | — | — |
| Q3 2025 | $1.5M | 2.4K | — | — |
| Q3 2025 | $6.5M | 129.6K | — | — |
| Q3 2025 | $32.4M | 384.9K | — | — |
| Q3 2025 | $28.3M | 37.9K | — | — |
| Q3 2025 | $269K | 5.0K | — | — |
| Q3 2025 | $13.2M | 155.7K | — | — |
| Q3 2025 | $13.3M | 94.6K | — | — |
| Q3 2025 | $1.3M | 22.5K | — | — |
| Q3 2025 | $356K | 4.8K | — | — |
| Q3 2025 | $367K | 4.7K | — | — |
| Q3 2025 | $17.8M | 250.8K | — | — |
| Q3 2025 | $5.3M | 41.6K | — | — |
| Q3 2025 | $1.1M | 5.4K | — | — |
| Q3 2025 | $228K | 4.9K | — | — |