Back to VGES
Pacific Capital Wealth Advisors, Inc. → VGES
Pacific Capital Wealth Advisors, Inc. VGES Position History
VGES
Quarters held
64
Latest value
$10.3M
Q3 2026
Peak value
$88.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $289K |
| Q3 2025 | $14.6M |
| Q3 2025 | $75.3M |
| Q3 2025 | $27.2M |
| Q3 2025 | $216K |
| Q3 2025 | $1.9M |
| Q3 2025 | $1.6M |
| Q3 2025 | $667K |
| Q3 2025 | $27.1M |
| Q3 2025 | $2M |
| Q3 2025 | $16.4M |
| Q3 2025 | $404K |
| Q3 2025 | $15M |
| Q4 2025 | $296K |
| Q4 2025 | $14.6M |
| Q4 2025 | $76.4M |
| Q4 2025 | $27.5M |
| Q4 2025 | $2.3M |
| Q4 2025 | $1.7M |
| Q4 2025 | $620K |
| Q4 2025 | $27.1M |
| Q4 2025 | $2M |
| Q4 2025 | $15.3M |
| Q4 2025 | $1.3M |
| Q4 2025 | $15.3M |
| Q1 2026 | $304K |
| Q1 2026 | $14.6M |
| Q1 2026 | $81.2M |
| Q1 2026 | $28.1M |
| Q1 2026 | $304K |
| Q1 2026 | $4.9M |
| Q1 2026 | $1.5M |
| Q1 2026 | $701K |
| Q1 2026 | $27.8M |
| Q1 2026 | $1.9M |
| Q1 2026 | $4.4M |
| Q1 2026 | $2.5M |
| Q1 2026 | $14.3M |
| Q2 2026 | $343K |
| Q2 2026 | $13.5M |
| Q2 2026 | $88.3M |
| Q2 2026 | $28.9M |
| Q2 2026 | $399K |
| Q2 2026 | $6.6M |
| Q2 2026 | $1.7M |
| Q2 2026 | $1.2M |
| Q2 2026 | $29.8M |
| Q2 2026 | $2M |
| Q2 2026 | $3.1M |
| Q2 2026 | $6.9M |
| Q2 2026 | $12M |
| Q3 2026 | $338K |
| Q3 2026 | $4.7M |
| Q3 2026 | $42.1M |
| Q3 2026 | $29.5M |
| Q3 2026 | $3.5M |
| Q3 2026 | $1.5M |
| Q3 2026 | $8.9M |
| Q3 2026 | $14.2M |
| Q3 2026 | $2.1M |
| Q3 2026 | $2.7M |
| Q3 2026 | $1.1M |
| Q3 2026 | $8.2M |
| Q3 2026 | $10.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.3M | 27.6K | — | — |
| Q3 2026 | $8.2M | 38.0K | — | — |
| Q3 2026 | $1.1M | 12.5K | — | — |
| Q3 2026 | $2.7M | 30.1K | — | — |
| Q3 2026 | $2.1M | 2.9K | — | — |
| Q3 2026 | $14.2M | 181.9K | — | — |
| Q3 2026 | $8.9M | 156.8K | — | — |
| Q3 2026 | $1.5M | 11.7K | — | — |
| Q3 2026 | $3.5M | 45.4K | — | — |
| Q3 2026 | $29.5M | 189.9K | — | — |
| Q3 2026 | $42.1M | 600.0K | — | — |
| Q3 2026 | $4.7M | 63.9K | — | — |
| Q3 2026 | $338K | 2.1K | — | — |
| Q2 2026 | $12M | 32.3K | — | — |
| Q2 2026 | $6.9M | 31.5K | — | — |
| Q2 2026 | $3.1M | 32.2K | — | — |
| Q2 2026 | $2M | 2.9K | — | — |
| Q2 2026 | $29.8M | 360.6K | — | — |
| Q2 2026 | $1.2M | 19.7K | — | — |
| Q2 2026 | $1.7M | 13.6K | — | — |
| Q2 2026 | $6.6M | 83.3K | — | — |
| Q2 2026 | $399K | 6.8K | — | — |
| Q2 2026 | $28.9M | 182.8K | — | — |
| Q2 2026 | $88.3M | 1.20M | — | — |
| Q2 2026 | $13.5M | 175.5K | — | — |
| Q2 2026 | $343K | 2.1K | — | — |
| Q1 2026 | $14.3M | 44.6K | — | — |
| Q1 2026 | $2.5M | 12.8K | — | — |
| Q1 2026 | $4.4M | 49.7K | — | — |
| Q1 2026 | $1.9M | 3.1K | — | — |
| Q1 2026 | $27.8M | 335.8K | — | — |
| Q1 2026 | $701K | 11.8K | — | — |
| Q1 2026 | $1.5M | 13.6K | — | — |
| Q1 2026 | $4.9M | 62.3K | — | — |
| Q1 2026 | $304K | 5.2K | — | — |
| Q1 2026 | $28.1M | 189.8K | — | — |
| Q1 2026 | $81.2M | 1.10M | — | — |
| Q1 2026 | $14.6M | 188.5K | — | — |
| Q1 2026 | $304K | 2.1K | — | — |
| Q4 2025 | $15.3M | 45.8K | — | — |
| Q4 2025 | $1.3M | 6.6K | — | — |
| Q4 2025 | $15.3M | 173.4K | — | — |
| Q4 2025 | $2M | 3.1K | — | — |
| Q4 2025 | $27.1M | 323.3K | — | — |
| Q4 2025 | $620K | 10.3K | — | — |
| Q4 2025 | $1.7M | 13.6K | — | — |
| Q4 2025 | $2.3M | 29.1K | — | — |
| Q4 2025 | $27.5M | 191.4K | — | — |
| Q4 2025 | $76.4M | 1.03M | — | — |
| Q4 2025 | $14.6M | 187.2K | — | — |
| Q4 2025 | $296K | 2.1K | — | — |
| Q3 2025 | $15M | 45.7K | — | — |
| Q3 2025 | $404K | 2.2K | — | — |
| Q3 2025 | $16.4M | 179.7K | — | — |
| Q3 2025 | $2M | 3.2K | — | — |
| Q3 2025 | $27.1M | 322.0K | — | — |
| Q3 2025 | $667K | 11.1K | — | — |
| Q3 2025 | $1.6M | 13.6K | — | — |
| Q3 2025 | $1.9M | 24.1K | — | — |
| Q3 2025 | $216K | 3.7K | — | — |
| Q3 2025 | $27.2M | 192.9K | — | — |
| Q3 2025 | $75.3M | 1.01M | — | — |
| Q3 2025 | $14.6M | 187.3K | — | — |
| Q3 2025 | $289K | 2.1K | — | — |