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HCR Wealth Advisors VGES Position History
VGES
Quarters held
59
Latest value
$2.8M
Q3 2026
Peak value
$126.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $673K |
| Q4 2025 | $1.3M |
| Q4 2025 | $2.3M |
| Q4 2025 | $92.2M |
| Q4 2025 | $6.3M |
| Q4 2025 | $1.4M |
| Q4 2025 | $219K |
| Q4 2025 | $469K |
| Q4 2025 | $5.1M |
| Q4 2025 | $366K |
| Q4 2025 | $37.2M |
| Q4 2025 | $106M |
| Q4 2025 | $1.6M |
| Q4 2025 | $2.4M |
| Q1 2026 | $511K |
| Q1 2026 | $1.1M |
| Q1 2026 | $2.1M |
| Q1 2026 | $95.7M |
| Q1 2026 | $6.3M |
| Q1 2026 | $1.3M |
| Q1 2026 | $217K |
| Q1 2026 | $466K |
| Q1 2026 | $5.1M |
| Q1 2026 | $328K |
| Q1 2026 | $37.4M |
| Q1 2026 | $96.8M |
| Q1 2026 | $1.7M |
| Q1 2026 | $2.3M |
| Q2 2026 | $508K |
| Q2 2026 | $1M |
| Q2 2026 | $2.7M |
| Q2 2026 | $103.7M |
| Q2 2026 | $404K |
| Q2 2026 | $6.8M |
| Q2 2026 | $1.8M |
| Q2 2026 | $209K |
| Q2 2026 | $472K |
| Q2 2026 | $6.2M |
| Q2 2026 | $357K |
| Q2 2026 | $229K |
| Q2 2026 | $47.5M |
| Q2 2026 | $116.7M |
| Q2 2026 | $1.9M |
| Q2 2026 | $2.7M |
| Q3 2026 | $397K |
| Q3 2026 | $1M |
| Q3 2026 | $4.8M |
| Q3 2026 | $107.4M |
| Q3 2026 | $379K |
| Q3 2026 | $6.7M |
| Q3 2026 | $1.9M |
| Q3 2026 | $442K |
| Q3 2026 | $6.8M |
| Q3 2026 | $325K |
| Q3 2026 | $224K |
| Q3 2026 | $46.9M |
| Q3 2026 | $126.9M |
| Q3 2026 | $1.8M |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 7.5K | — | — |
| Q3 2026 | $1.8M | 6.3K | — | — |
| Q3 2026 | $126.9M | 1.41M | — | — |
| Q3 2026 | $46.9M | 202.3K | — | — |
| Q3 2026 | $224K | 2.9K | — | — |
| Q3 2026 | $325K | 3.6K | — | — |
| Q3 2026 | $6.8M | 9.7K | — | — |
| Q3 2026 | $442K | 9.3K | — | — |
| Q3 2026 | $1.9M | 14.9K | — | — |
| Q3 2026 | $6.7M | 112.2K | — | — |
| Q3 2026 | $379K | 4.0K | — | — |
| Q3 2026 | $107.4M | 691.8K | — | — |
| Q3 2026 | $4.8M | 67.8K | — | — |
| Q3 2026 | $1M | 14.9K | — | — |
| Q3 2026 | $397K | 5.2K | — | — |
| Q2 2026 | $2.7M | 7.4K | — | — |
| Q2 2026 | $1.9M | 6.3K | — | — |
| Q2 2026 | $116.7M | 1.36M | — | — |
| Q2 2026 | $47.5M | 192.9K | — | — |
| Q2 2026 | $229K | 2.8K | — | — |
| Q2 2026 | $357K | 3.7K | — | — |
| Q2 2026 | $6.2M | 9.0K | — | — |
| Q2 2026 | $472K | 9.3K | — | — |
| Q2 2026 | $209K | 2.5K | — | — |
| Q2 2026 | $1.8M | 14.9K | — | — |
| Q2 2026 | $6.8M | 113.9K | — | — |
| Q2 2026 | $404K | 4.0K | — | — |
| Q2 2026 | $103.7M | 656.3K | — | — |
| Q2 2026 | $2.7M | 38.4K | — | — |
| Q2 2026 | $1M | 14.2K | — | — |
| Q2 2026 | $508K | 6.5K | — | — |
| Q1 2026 | $2.3M | 7.2K | — | — |
| Q1 2026 | $1.7M | 6.3K | — | — |
| Q1 2026 | $96.8M | 221.6K | — | — |
| Q1 2026 | $37.4M | 181.9K | — | — |
| Q1 2026 | $328K | 3.7K | — | — |
| Q1 2026 | $5.1M | 8.6K | — | — |
| Q1 2026 | $466K | 9.3K | — | — |
| Q1 2026 | $217K | 2.6K | — | — |
| Q1 2026 | $1.3M | 1.9K | — | — |
| Q1 2026 | $6.3M | 116.5K | — | — |
| Q1 2026 | $95.7M | 646.0K | — | — |
| Q1 2026 | $2.1M | 33.4K | — | — |
| Q1 2026 | $1.1M | 14.3K | — | — |
| Q1 2026 | $511K | 6.5K | — | — |
| Q4 2025 | $2.4M | 7.2K | — | — |
| Q4 2025 | $1.6M | 6.3K | — | — |
| Q4 2025 | $106M | 217.2K | — | — |
| Q4 2025 | $37.2M | 178.1K | — | — |
| Q4 2025 | $366K | 4.1K | — | — |
| Q4 2025 | $5.1M | 8.2K | — | — |
| Q4 2025 | $469K | 9.3K | — | — |
| Q4 2025 | $219K | 2.6K | — | — |
| Q4 2025 | $1.4M | 1.9K | — | — |
| Q4 2025 | $6.3M | 117.8K | — | — |
| Q4 2025 | $92.2M | 642.1K | — | — |
| Q4 2025 | $2.3M | 36.1K | — | — |
| Q4 2025 | $1.3M | 17.5K | — | — |
| Q4 2025 | $673K | 8.5K | — | — |