Back to VGES
Elwood & Goetz Wealth Advisory Group, LLC → VGES
Elwood & Goetz Wealth Advisory Group, LLC VGES Position History
VGES
Quarters held
67
Latest value
$22.7M
Q3 2026
Peak value
$112.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10.1M |
| Q4 2025 | $408K |
| Q4 2025 | $87.3M |
| Q4 2025 | $215K |
| Q4 2025 | $279K |
| Q4 2025 | $366K |
| Q4 2025 | $267K |
| Q4 2025 | $425K |
| Q4 2025 | $304K |
| Q4 2025 | $39.4M |
| Q4 2025 | $302K |
| Q4 2025 | $85.1M |
| Q4 2025 | $5.3M |
| Q4 2025 | $7.9M |
| Q4 2025 | $886K |
| Q4 2025 | $3.1M |
| Q4 2025 | $17.6M |
| Q1 2026 | $10.2M |
| Q1 2026 | $408K |
| Q1 2026 | $89.6M |
| Q1 2026 | $768K |
| Q1 2026 | $359K |
| Q1 2026 | $272K |
| Q1 2026 | $419K |
| Q1 2026 | $38.1M |
| Q1 2026 | $327K |
| Q1 2026 | $82.4M |
| Q1 2026 | $4.8M |
| Q1 2026 | $7.6M |
| Q1 2026 | $810K |
| Q1 2026 | $3.1M |
| Q1 2026 | $18.2M |
| Q2 2026 | $11.4M |
| Q2 2026 | $469K |
| Q2 2026 | $105.5M |
| Q2 2026 | $856K |
| Q2 2026 | $447K |
| Q2 2026 | $304K |
| Q2 2026 | $712K |
| Q2 2026 | $494K |
| Q2 2026 | $53.4M |
| Q2 2026 | $311K |
| Q2 2026 | $102.8M |
| Q2 2026 | $4.2M |
| Q2 2026 | $8.6M |
| Q2 2026 | $960K |
| Q2 2026 | $899K |
| Q2 2026 | $3.7M |
| Q2 2026 | $21.8M |
| Q3 2026 | $11.5M |
| Q3 2026 | $547K |
| Q3 2026 | $283K |
| Q3 2026 | $112.9M |
| Q3 2026 | $882K |
| Q3 2026 | $376K |
| Q3 2026 | $359K |
| Q3 2026 | $726K |
| Q3 2026 | $484K |
| Q3 2026 | $59.9M |
| Q3 2026 | $283K |
| Q3 2026 | $112.9M |
| Q3 2026 | $3.7M |
| Q3 2026 | $8.2M |
| Q3 2026 | $1.1M |
| Q3 2026 | $1.1M |
| Q3 2026 | $3.5M |
| Q3 2026 | $22.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $22.7M | 60.7K | — | — |
| Q3 2026 | $3.5M | 12.2K | — | — |
| Q3 2026 | $1.1M | 12.6K | — | — |
| Q3 2026 | $1.1M | 3.0K | — | — |
| Q3 2026 | $8.2M | 104.6K | — | — |
| Q3 2026 | $3.7M | 41.8K | — | — |
| Q3 2026 | $112.9M | 161.1K | — | — |
| Q3 2026 | $283K | 1.7K | — | — |
| Q3 2026 | $59.9M | 476.9K | — | — |
| Q3 2026 | $484K | 5.6K | — | — |
| Q3 2026 | $726K | 12.2K | — | — |
| Q3 2026 | $359K | 4.3K | — | — |
| Q3 2026 | $376K | 2.4K | — | — |
| Q3 2026 | $882K | 8.7K | — | — |
| Q3 2026 | $112.9M | 1.60M | — | — |
| Q3 2026 | $283K | 2.1K | — | — |
| Q3 2026 | $547K | 6.8K | — | — |
| Q3 2026 | $11.5M | 135.0K | — | — |
| Q2 2026 | $21.8M | 59.0K | — | — |
| Q2 2026 | $3.7M | 12.2K | — | — |
| Q2 2026 | $899K | 10.4K | — | — |
| Q2 2026 | $960K | 2.8K | — | — |
| Q2 2026 | $8.6M | 107.1K | — | — |
| Q2 2026 | $4.2M | 43.3K | — | — |
| Q2 2026 | $102.8M | 149.6K | — | — |
| Q2 2026 | $311K | 1.6K | — | — |
| Q2 2026 | $53.4M | 446.9K | — | — |
| Q2 2026 | $494K | 5.6K | — | — |
| Q2 2026 | $712K | 11.9K | — | — |
| Q2 2026 | $304K | 3.6K | — | — |
| Q2 2026 | $447K | 2.8K | — | — |
| Q2 2026 | $856K | 8.7K | — | — |
| Q2 2026 | $105.5M | 1.48M | — | — |
| Q2 2026 | $469K | 5.7K | — | — |
| Q2 2026 | $11.4M | 133.3K | — | — |
| Q1 2026 | $18.2M | 56.9K | — | — |
| Q1 2026 | $3.1M | 11.9K | — | — |
| Q1 2026 | $810K | 1.9K | — | — |
| Q1 2026 | $7.6M | 26.5K | — | — |
| Q1 2026 | $4.8M | 54.6K | — | — |
| Q1 2026 | $82.4M | 137.9K | — | — |
| Q1 2026 | $327K | 1.7K | — | — |
| Q1 2026 | $38.1M | 54.6K | — | — |
| Q1 2026 | $419K | 5.1K | — | — |
| Q1 2026 | $272K | 3.6K | — | — |
| Q1 2026 | $359K | 2.6K | — | — |
| Q1 2026 | $768K | 8.1K | — | — |
| Q1 2026 | $89.6M | 1.40M | — | — |
| Q1 2026 | $408K | 5.7K | — | — |
| Q1 2026 | $10.2M | 131.9K | — | — |
| Q4 2025 | $17.6M | 52.6K | — | — |
| Q4 2025 | $3.1M | 12.1K | — | — |
| Q4 2025 | $886K | 1.8K | — | — |
| Q4 2025 | $7.9M | 27.1K | — | — |
| Q4 2025 | $5.3M | 60.2K | — | — |
| Q4 2025 | $85.1M | 135.6K | — | — |
| Q4 2025 | $302K | 1.6K | — | — |
| Q4 2025 | $39.4M | 52.2K | — | — |
| Q4 2025 | $304K | 1.4K | — | — |
| Q4 2025 | $425K | 5.1K | — | — |
| Q4 2025 | $267K | 3.6K | — | — |
| Q4 2025 | $366K | 2.6K | — | — |
| Q4 2025 | $279K | 3.1K | — | — |
| Q4 2025 | $215K | 1.5K | — | — |
| Q4 2025 | $87.3M | 1.40M | — | — |
| Q4 2025 | $408K | 5.7K | — | — |
| Q4 2025 | $10.1M | 134.4K | — | — |