Back to VGES
Gradient Capital Advisors, LLC → VGES
Gradient Capital Advisors, LLC VGES Position History
VGES
Quarters held
102
Latest value
$1.6M
Q3 2026
Peak value
$14.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.4M |
| Q3 2025 | $730K |
| Q3 2025 | $6.4M |
| Q3 2025 | $757K |
| Q3 2025 | $257K |
| Q3 2025 | $7.8M |
| Q3 2025 | $611K |
| Q3 2025 | $3.8M |
| Q3 2025 | $1.6M |
| Q3 2025 | $829K |
| Q3 2025 | $12.8M |
| Q3 2025 | $4.6M |
| Q3 2025 | $1.6M |
| Q3 2025 | $2.4M |
| Q3 2025 | $4.4M |
| Q3 2025 | $8.3M |
| Q3 2025 | $4.3M |
| Q3 2025 | $2.1M |
| Q3 2025 | $3.4M |
| Q3 2025 | $1.4M |
| Q4 2025 | $4.4M |
| Q4 2025 | $841K |
| Q4 2025 | $7.1M |
| Q4 2025 | $772K |
| Q4 2025 | $260K |
| Q4 2025 | $7.6M |
| Q4 2025 | $542K |
| Q4 2025 | $3.7M |
| Q4 2025 | $1.6M |
| Q4 2025 | $725K |
| Q4 2025 | $13.7M |
| Q4 2025 | $4.5M |
| Q4 2025 | $1.7M |
| Q4 2025 | $2.4M |
| Q4 2025 | $4.2M |
| Q4 2025 | $8M |
| Q4 2025 | $4.3M |
| Q4 2025 | $2.1M |
| Q4 2025 | $3.4M |
| Q4 2025 | $1.4M |
| Q1 2026 | $4.3M |
| Q1 2026 | $854K |
| Q1 2026 | $7.4M |
| Q1 2026 | $786K |
| Q1 2026 | $241K |
| Q1 2026 | $8.1M |
| Q1 2026 | $541K |
| Q1 2026 | $3.6M |
| Q1 2026 | $1.6M |
| Q1 2026 | $618K |
| Q1 2026 | $14M |
| Q1 2026 | $205K |
| Q1 2026 | $4.2M |
| Q1 2026 | $1.7M |
| Q1 2026 | $2.1M |
| Q1 2026 | $4.1M |
| Q1 2026 | $7.5M |
| Q1 2026 | $3.2M |
| Q1 2026 | $2.2M |
| Q1 2026 | $3.4M |
| Q1 2026 | $1.3M |
| Q2 2026 | $4.8M |
| Q2 2026 | $856K |
| Q2 2026 | $8.1M |
| Q2 2026 | $839K |
| Q2 2026 | $251K |
| Q2 2026 | $8.5M |
| Q2 2026 | $554K |
| Q2 2026 | $3.9M |
| Q2 2026 | $1.7M |
| Q2 2026 | $657K |
| Q2 2026 | $14.2M |
| Q2 2026 | $205K |
| Q2 2026 | $4.8M |
| Q2 2026 | $1.8M |
| Q2 2026 | $2.3M |
| Q2 2026 | $4.4M |
| Q2 2026 | $8.5M |
| Q2 2026 | $3.5M |
| Q2 2026 | $2.5M |
| Q2 2026 | $3.9M |
| Q2 2026 | $1.5M |
| Q3 2026 | $4.7M |
| Q3 2026 | $695K |
| Q3 2026 | $8.2M |
| Q3 2026 | $825K |
| Q3 2026 | $257K |
| Q3 2026 | $8.9M |
| Q3 2026 | $548K |
| Q3 2026 | $3.7M |
| Q3 2026 | $1.7M |
| Q3 2026 | $570K |
| Q3 2026 | $14.3M |
| Q3 2026 | $4.6M |
| Q3 2026 | $1.7M |
| Q3 2026 | $2.1M |
| Q3 2026 | $4.3M |
| Q3 2026 | $8.4M |
| Q3 2026 | $3.7M |
| Q3 2026 | $2.4M |
| Q3 2026 | $3.6M |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 4.2K | — | — |
| Q3 2026 | $3.6M | 12.6K | — | — |
| Q3 2026 | $2.4M | 11.2K | — | — |
| Q3 2026 | $3.7M | 40.8K | — | — |
| Q3 2026 | $8.4M | 23.8K | — | — |
| Q3 2026 | $4.3M | 54.4K | — | — |
| Q3 2026 | $2.1M | 9.3K | — | — |
| Q3 2026 | $1.7M | 19.2K | — | — |
| Q3 2026 | $4.6M | 6.6K | — | — |
| Q3 2026 | $14.3M | 185.5K | — | — |
| Q3 2026 | $570K | 9.6K | — | — |
| Q3 2026 | $1.7M | 20.0K | — | — |
| Q3 2026 | $3.7M | 88.1K | — | — |
| Q3 2026 | $548K | 11.1K | — | — |
| Q3 2026 | $8.9M | 181.7K | — | — |
| Q3 2026 | $257K | 2.5K | — | — |
| Q3 2026 | $825K | 5.3K | — | — |
| Q3 2026 | $8.2M | 115.9K | — | — |
| Q3 2026 | $695K | 9.1K | — | — |
| Q3 2026 | $4.7M | 55.8K | — | — |
| Q2 2026 | $1.5M | 4.1K | — | — |
| Q2 2026 | $3.9M | 12.8K | — | — |
| Q2 2026 | $2.5M | 11.5K | — | — |
| Q2 2026 | $3.5M | 40.6K | — | — |
| Q2 2026 | $8.5M | 24.8K | — | — |
| Q2 2026 | $4.4M | 55.0K | — | — |
| Q2 2026 | $2.3M | 9.5K | — | — |
| Q2 2026 | $1.8M | 19.2K | — | — |
| Q2 2026 | $4.8M | 7.0K | — | — |
| Q2 2026 | $205K | 2.5K | — | — |
| Q2 2026 | $14.2M | 180.1K | — | — |
| Q2 2026 | $657K | 11.0K | — | — |
| Q2 2026 | $1.7M | 20.3K | — | — |
| Q2 2026 | $3.9M | 86.2K | — | — |
| Q2 2026 | $554K | 11.1K | — | — |
| Q2 2026 | $8.5M | 169.8K | — | — |
| Q2 2026 | $251K | 2.6K | — | — |
| Q2 2026 | $839K | 5.3K | — | — |
| Q2 2026 | $8.1M | 114.3K | — | — |
| Q2 2026 | $856K | 11.0K | — | — |
| Q2 2026 | $4.8M | 56.2K | — | — |
| Q1 2026 | $1.3M | 4.1K | — | — |
| Q1 2026 | $3.4M | 12.9K | — | — |
| Q1 2026 | $2.2M | 11.3K | — | — |
| Q1 2026 | $3.2M | 7.2K | — | — |
| Q1 2026 | $7.5M | 25.2K | — | — |
| Q1 2026 | $4.1M | 14.3K | — | — |
| Q1 2026 | $2.1M | 9.9K | — | — |
| Q1 2026 | $1.7M | 19.1K | — | — |
| Q1 2026 | $4.2M | 7.0K | — | — |
| Q1 2026 | $205K | 2.5K | — | — |
| Q1 2026 | $14M | 176.2K | — | — |
| Q1 2026 | $618K | 11.4K | — | — |
| Q1 2026 | $1.6M | 20.8K | — | — |
| Q1 2026 | $3.6M | 82.0K | — | — |
| Q1 2026 | $541K | 10.9K | — | — |
| Q1 2026 | $8.1M | 161.9K | — | — |
| Q1 2026 | $241K | 2.6K | — | — |
| Q1 2026 | $786K | 5.3K | — | — |
| Q1 2026 | $7.4M | 115.0K | — | — |
| Q1 2026 | $854K | 10.9K | — | — |
| Q1 2026 | $4.3M | 55.9K | — | — |
| Q4 2025 | $1.4M | 4.1K | — | — |
| Q4 2025 | $3.4M | 13.0K | — | — |
| Q4 2025 | $2.1M | 11.0K | — | — |
| Q4 2025 | $4.3M | 8.8K | — | — |
| Q4 2025 | $8M | 25.3K | — | — |
| Q4 2025 | $4.2M | 14.6K | — | — |
| Q4 2025 | $2.4M | 11.3K | — | — |
| Q4 2025 | $1.7M | 19.4K | — | — |
| Q4 2025 | $4.5M | 7.1K | — | — |
| Q4 2025 | $13.7M | 171.9K | — | — |
| Q4 2025 | $725K | 13.5K | — | — |
| Q4 2025 | $1.6M | 21.4K | — | — |
| Q4 2025 | $3.7M | 81.4K | — | — |
| Q4 2025 | $542K | 10.9K | — | — |
| Q4 2025 | $7.6M | 153.4K | — | — |
| Q4 2025 | $260K | 2.9K | — | — |
| Q4 2025 | $772K | 5.4K | — | — |
| Q4 2025 | $7.1M | 113.2K | — | — |
| Q4 2025 | $841K | 10.7K | — | — |
| Q4 2025 | $4.4M | 58.4K | — | — |
| Q3 2025 | $1.4M | 4.2K | — | — |
| Q3 2025 | $3.4M | 13.3K | — | — |
| Q3 2025 | $2.1M | 11.1K | — | — |
| Q3 2025 | $4.3M | 9.0K | — | — |
| Q3 2025 | $8.3M | 27.0K | — | — |
| Q3 2025 | $4.4M | 15.0K | — | — |
| Q3 2025 | $2.4M | 11.6K | — | — |
| Q3 2025 | $1.6M | 17.7K | — | — |
| Q3 2025 | $4.6M | 7.5K | — | — |
| Q3 2025 | $12.8M | 160.1K | — | — |
| Q3 2025 | $829K | 15.3K | — | — |
| Q3 2025 | $1.6M | 22.4K | — | — |
| Q3 2025 | $3.8M | 79.2K | — | — |
| Q3 2025 | $611K | 12.2K | — | — |
| Q3 2025 | $7.8M | 154.5K | — | — |
| Q3 2025 | $257K | 3.0K | — | — |
| Q3 2025 | $757K | 5.4K | — | — |
| Q3 2025 | $6.4M | 107.6K | — | — |
| Q3 2025 | $730K | 9.3K | — | — |
| Q3 2025 | $4.4M | 59.6K | — | — |