Back to VGES
Physician Wealth Advisors, Inc. → VGES
Physician Wealth Advisors, Inc. VGES Position History
VGES
Quarters held
224
Latest value
$421K
Q3 2026
Peak value
$12.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17K |
| Q3 2025 | $442K |
| Q3 2025 | $81K |
| Q3 2025 | $10.3M |
| Q3 2025 | $884 |
| Q3 2025 | $559K |
| Q3 2025 | $38K |
| Q3 2025 | $40K |
| Q3 2025 | $30K |
| Q3 2025 | $422K |
| Q3 2025 | $63K |
| Q3 2025 | $2K |
| Q3 2025 | $280K |
| Q3 2025 | $72K |
| Q3 2025 | $4K |
| Q3 2025 | $5K |
| Q3 2025 | $188K |
| Q3 2025 | $118K |
| Q3 2025 | $42K |
| Q3 2025 | $9K |
| Q3 2025 | $35K |
| Q3 2025 | $3.7M |
| Q3 2025 | $376K |
| Q3 2025 | $3K |
| Q3 2025 | $30K |
| Q3 2025 | $5M |
| Q3 2025 | $67K |
| Q3 2025 | $3M |
| Q3 2025 | $134K |
| Q3 2025 | $1.3M |
| Q3 2025 | $753K |
| Q3 2025 | $674K |
| Q3 2025 | $1.5M |
| Q3 2025 | $22K |
| Q3 2025 | $124K |
| Q3 2025 | $83K |
| Q3 2025 | $530K |
| Q3 2025 | $74K |
| Q4 2025 | $12K |
| Q4 2025 | $27K |
| Q4 2025 | $75K |
| Q4 2025 | $563K |
| Q4 2025 | $83K |
| Q4 2025 | $11M |
| Q4 2025 | $305K |
| Q4 2025 | $888 |
| Q4 2025 | $574K |
| Q4 2025 | $38K |
| Q4 2025 | $40K |
| Q4 2025 | $30K |
| Q4 2025 | $448K |
| Q4 2025 | $65K |
| Q4 2025 | $3K |
| Q4 2025 | $274K |
| Q4 2025 | $71K |
| Q4 2025 | $51K |
| Q4 2025 | $5K |
| Q4 2025 | $185K |
| Q4 2025 | $216K |
| Q4 2025 | $41K |
| Q4 2025 | $9K |
| Q4 2025 | $35K |
| Q4 2025 | $3.9M |
| Q4 2025 | $31K |
| Q4 2025 | $4K |
| Q4 2025 | $355K |
| Q4 2025 | $3K |
| Q4 2025 | $720 |
| Q4 2025 | $6.2M |
| Q4 2025 | $68K |
| Q4 2025 | $3.2M |
| Q4 2025 | $136K |
| Q4 2025 | $1.2M |
| Q4 2025 | $760K |
| Q4 2025 | $586K |
| Q4 2025 | $1.6M |
| Q4 2025 | $22K |
| Q4 2025 | $126K |
| Q4 2025 | $85K |
| Q4 2025 | $482K |
| Q4 2025 | $366K |
| Q1 2026 | $13K |
| Q1 2026 | $26K |
| Q1 2026 | $469K |
| Q1 2026 | $74K |
| Q1 2026 | $2K |
| Q1 2026 | $10.6M |
| Q1 2026 | $138K |
| Q1 2026 | $145K |
| Q1 2026 | $919 |
| Q1 2026 | $591K |
| Q1 2026 | $38K |
| Q1 2026 | $44K |
| Q1 2026 | $33K |
| Q1 2026 | $460K |
| Q1 2026 | $67K |
| Q1 2026 | $3K |
| Q1 2026 | $306K |
| Q1 2026 | $70K |
| Q1 2026 | $46K |
| Q1 2026 | $5K |
| Q1 2026 | $189K |
| Q1 2026 | $213K |
| Q1 2026 | $38K |
| Q1 2026 | $10K |
| Q1 2026 | $48K |
| Q1 2026 | $3.8M |
| Q1 2026 | $33K |
| Q1 2026 | $353K |
| Q1 2026 | $2K |
| Q1 2026 | $14K |
| Q1 2026 | $6.6M |
| Q1 2026 | $198K |
| Q1 2026 | $3.1M |
| Q1 2026 | $142K |
| Q1 2026 | $3K |
| Q1 2026 | $1.2M |
| Q1 2026 | $780K |
| Q1 2026 | $583K |
| Q1 2026 | $1.5M |
| Q1 2026 | $22K |
| Q1 2026 | $113K |
| Q1 2026 | $102K |
| Q1 2026 | $490K |
| Q1 2026 | $354K |
| Q2 2026 | $15K |
| Q2 2026 | $26K |
| Q2 2026 | $538K |
| Q2 2026 | $88K |
| Q2 2026 | $3K |
| Q2 2026 | $12.3M |
| Q2 2026 | $168K |
| Q2 2026 | $156K |
| Q2 2026 | $1K |
| Q2 2026 | $648K |
| Q2 2026 | $38K |
| Q2 2026 | $149K |
| Q2 2026 | $33K |
| Q2 2026 | $681K |
| Q2 2026 | $71K |
| Q2 2026 | $3K |
| Q2 2026 | $383K |
| Q2 2026 | $71K |
| Q2 2026 | $46K |
| Q2 2026 | $5K |
| Q2 2026 | $265K |
| Q2 2026 | $229K |
| Q2 2026 | $47K |
| Q2 2026 | $3K |
| Q2 2026 | $45K |
| Q2 2026 | $5K |
| Q2 2026 | $5K |
| Q2 2026 | $5.5M |
| Q2 2026 | $4K |
| Q2 2026 | $36K |
| Q2 2026 | $352K |
| Q2 2026 | $3K |
| Q2 2026 | $336K |
| Q2 2026 | $16K |
| Q2 2026 | $202K |
| Q2 2026 | $6.8M |
| Q2 2026 | $224K |
| Q2 2026 | $4.4M |
| Q2 2026 | $152K |
| Q2 2026 | $4K |
| Q2 2026 | $1.3M |
| Q2 2026 | $872K |
| Q2 2026 | $709K |
| Q2 2026 | $1.7M |
| Q2 2026 | $26K |
| Q2 2026 | $134K |
| Q2 2026 | $113K |
| Q2 2026 | $594K |
| Q2 2026 | $420K |
| Q3 2026 | $66K |
| Q3 2026 | $26K |
| Q3 2026 | $557K |
| Q3 2026 | $93K |
| Q3 2026 | $3K |
| Q3 2026 | $1M |
| Q3 2026 | $174K |
| Q3 2026 | $158K |
| Q3 2026 | $4M |
| Q3 2026 | $37K |
| Q3 2026 | $50K |
| Q3 2026 | $31K |
| Q3 2026 | $806K |
| Q3 2026 | $70K |
| Q3 2026 | $10.1M |
| Q3 2026 | $321K |
| Q3 2026 | $135K |
| Q3 2026 | $44K |
| Q3 2026 | $5K |
| Q3 2026 | $266K |
| Q3 2026 | $224K |
| Q3 2026 | $44K |
| Q3 2026 | $3K |
| Q3 2026 | $80K |
| Q3 2026 | $5K |
| Q3 2026 | $5K |
| Q3 2026 | $5.8M |
| Q3 2026 | $4K |
| Q3 2026 | $31K |
| Q3 2026 | $3.3M |
| Q3 2026 | $344K |
| Q3 2026 | $8K |
| Q3 2026 | $160K |
| Q3 2026 | $16K |
| Q3 2026 | $184K |
| Q3 2026 | $8K |
| Q3 2026 | $8.2M |
| Q3 2026 | $229K |
| Q3 2026 | $7.3M |
| Q3 2026 | $150K |
| Q3 2026 | $18K |
| Q3 2026 | $1.2M |
| Q3 2026 | $822K |
| Q3 2026 | $1.1M |
| Q3 2026 | $1.7M |
| Q3 2026 | $25K |
| Q3 2026 | $140K |
| Q3 2026 | $76K |
| Q3 2026 | $555K |
| Q3 2026 | $421K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $421K | 1.1K | — | — |
| Q3 2026 | $555K | 1.9K | — | — |
| Q3 2026 | $76K | 353 | — | — |
| Q3 2026 | $140K | 1.6K | — | — |
| Q3 2026 | $25K | 106 | — | — |
| Q3 2026 | $1.7M | 5.0K | — | — |
| Q3 2026 | $1.1M | 13.7K | — | — |
| Q3 2026 | $822K | 3.6K | — | — |
| Q3 2026 | $1.2M | 13.1K | — | — |
| Q3 2026 | $18K | 62 | — | — |
| Q3 2026 | $150K | 769 | — | — |
| Q3 2026 | $7.3M | 10.4K | — | — |
| Q3 2026 | $229K | 4.8K | — | — |
| Q3 2026 | $8.2M | 114.8K | — | — |
| Q3 2026 | $8K | 105 | — | — |
| Q3 2026 | $184K | 3.7K | — | — |
| Q3 2026 | $16K | 151 | — | — |
| Q3 2026 | $160K | 2.8K | — | — |
| Q3 2026 | $8K | 60 | — | — |
| Q3 2026 | $344K | 4.5K | — | — |
| Q3 2026 | $3.3M | 56.9K | — | — |
| Q3 2026 | $31K | 183 | — | — |
| Q3 2026 | $4K | 17 | — | — |
| Q3 2026 | $5.8M | 46.1K | — | — |
| Q3 2026 | $5K | 15 | — | — |
| Q3 2026 | $5K | 38 | — | — |
| Q3 2026 | $80K | 466 | — | — |
| Q3 2026 | $3K | 13 | — | — |
| Q3 2026 | $44K | 120 | — | — |
| Q3 2026 | $224K | 2.6K | — | — |
| Q3 2026 | $266K | 4.5K | — | — |
| Q3 2026 | $5K | 33 | — | — |
| Q3 2026 | $44K | 1.0K | — | — |
| Q3 2026 | $135K | 2.9K | — | — |
| Q3 2026 | $321K | 6.5K | — | — |
| Q3 2026 | $10.1M | 136.5K | — | — |
| Q3 2026 | $70K | 450 | — | — |
| Q3 2026 | $806K | 11.4K | — | — |
| Q3 2026 | $31K | 448 | — | — |
| Q3 2026 | $50K | 682 | — | — |
| Q3 2026 | $37K | 377 | — | — |
| Q3 2026 | $4M | 22.7K | — | — |
| Q3 2026 | $158K | 716 | — | — |
| Q3 2026 | $174K | 2.0K | — | — |
| Q3 2026 | $1M | 3.6K | — | — |
| Q3 2026 | $3K | 17 | — | — |
| Q3 2026 | $93K | 1.0K | — | — |
| Q3 2026 | $557K | 4.1K | — | — |
| Q3 2026 | $26K | 441 | — | — |
| Q3 2026 | $66K | 774 | — | — |
| Q2 2026 | $420K | 1.1K | — | — |
| Q2 2026 | $594K | 2.0K | — | — |
| Q2 2026 | $113K | 517 | — | — |
| Q2 2026 | $134K | 1.6K | — | — |
| Q2 2026 | $26K | 106 | — | — |
| Q2 2026 | $1.7M | 5.0K | — | — |
| Q2 2026 | $709K | 8.8K | — | — |
| Q2 2026 | $872K | 3.6K | — | — |
| Q2 2026 | $1.3M | 13.4K | — | — |
| Q2 2026 | $4K | 12 | — | — |
| Q2 2026 | $152K | 769 | — | — |
| Q2 2026 | $4.4M | 6.4K | — | — |
| Q2 2026 | $224K | 4.4K | — | — |
| Q2 2026 | $6.8M | 88.7K | — | — |
| Q2 2026 | $202K | 3.7K | — | — |
| Q2 2026 | $16K | 151 | — | — |
| Q2 2026 | $336K | 5.7K | — | — |
| Q2 2026 | $3K | 22 | — | — |
| Q2 2026 | $352K | 4.5K | — | — |
| Q2 2026 | $36K | 183 | — | — |
| Q2 2026 | $4K | 17 | — | — |
| Q2 2026 | $5.5M | 46.0K | — | — |
| Q2 2026 | $5K | 15 | — | — |
| Q2 2026 | $5K | 38 | — | — |
| Q2 2026 | $45K | 299 | — | — |
| Q2 2026 | $3K | 13 | — | — |
| Q2 2026 | $47K | 119 | — | — |
| Q2 2026 | $229K | 2.6K | — | — |
| Q2 2026 | $265K | 4.4K | — | — |
| Q2 2026 | $5K | 33 | — | — |
| Q2 2026 | $46K | 1.0K | — | — |
| Q2 2026 | $71K | 1.5K | — | — |
| Q2 2026 | $383K | 7.6K | — | — |
| Q2 2026 | $3K | 28 | — | — |
| Q2 2026 | $71K | 450 | — | — |
| Q2 2026 | $681K | 9.6K | — | — |
| Q2 2026 | $33K | 448 | — | — |
| Q2 2026 | $149K | 1.9K | — | — |
| Q2 2026 | $38K | 377 | — | — |
| Q2 2026 | $648K | 3.7K | — | — |
| Q2 2026 | $1K | 8 | — | — |
| Q2 2026 | $156K | 713 | — | — |
| Q2 2026 | $168K | 2.0K | — | — |
| Q2 2026 | $12.3M | 44.8K | — | — |
| Q2 2026 | $3K | 17 | — | — |
| Q2 2026 | $88K | 1.0K | — | — |
| Q2 2026 | $538K | 4.1K | — | — |
| Q2 2026 | $26K | 416 | — | — |
| Q2 2026 | $15K | 171 | — | — |
| Q1 2026 | $354K | 1.1K | — | — |
| Q1 2026 | $490K | 1.9K | — | — |
| Q1 2026 | $102K | 518 | — | — |
| Q1 2026 | $113K | 259 | — | — |
| Q1 2026 | $22K | 106 | — | — |
| Q1 2026 | $1.5M | 5.0K | — | — |
| Q1 2026 | $583K | 2.0K | — | — |
| Q1 2026 | $780K | 3.6K | — | — |
| Q1 2026 | $1.2M | 13.8K | — | — |
| Q1 2026 | $3K | 12 | — | — |
| Q1 2026 | $142K | 769 | — | — |
| Q1 2026 | $3.1M | 5.2K | — | — |
| Q1 2026 | $198K | 4.0K | — | — |
| Q1 2026 | $6.6M | 87.2K | — | — |
| Q1 2026 | $14K | 151 | — | — |
| Q1 2026 | $2K | 22 | — | — |
| Q1 2026 | $353K | 4.5K | — | — |
| Q1 2026 | $33K | 167 | — | — |
| Q1 2026 | $3.8M | 5.5K | — | — |
| Q1 2026 | $48K | 280 | — | — |
| Q1 2026 | $10K | 43 | — | — |
| Q1 2026 | $38K | 105 | — | — |
| Q1 2026 | $213K | 2.6K | — | — |
| Q1 2026 | $189K | 3.5K | — | — |
| Q1 2026 | $5K | 33 | — | — |
| Q1 2026 | $46K | 1.0K | — | — |
| Q1 2026 | $70K | 1.5K | — | — |
| Q1 2026 | $306K | 6.1K | — | — |
| Q1 2026 | $3K | 28 | — | — |
| Q1 2026 | $67K | 450 | — | — |
| Q1 2026 | $460K | 7.2K | — | — |
| Q1 2026 | $33K | 448 | — | — |
| Q1 2026 | $44K | 574 | — | — |
| Q1 2026 | $38K | 377 | — | — |
| Q1 2026 | $591K | 3.8K | — | — |
| Q1 2026 | $919 | 8 | — | — |
| Q1 2026 | $145K | 710 | — | — |
| Q1 2026 | $138K | 339 | — | — |
| Q1 2026 | $10.6M | 44.7K | — | — |
| Q1 2026 | $2K | 17 | — | — |
| Q1 2026 | $74K | 201 | — | — |
| Q1 2026 | $469K | 4.2K | — | — |
| Q1 2026 | $26K | 416 | — | — |
| Q1 2026 | $13K | 171 | — | — |
| Q4 2025 | $366K | 1.1K | — | — |
| Q4 2025 | $482K | 1.9K | — | — |
| Q4 2025 | $85K | 445 | — | — |
| Q4 2025 | $126K | 259 | — | — |
| Q4 2025 | $22K | 106 | — | — |
| Q4 2025 | $1.6M | 4.9K | — | — |
| Q4 2025 | $586K | 2.0K | — | — |
| Q4 2025 | $760K | 3.6K | — | — |
| Q4 2025 | $1.2M | 13.8K | — | — |
| Q4 2025 | $136K | 769 | — | — |
| Q4 2025 | $3.2M | 5.1K | — | — |
| Q4 2025 | $68K | 1.3K | — | — |
| Q4 2025 | $6.2M | 81.5K | — | — |
| Q4 2025 | $720 | 12 | — | — |
| Q4 2025 | $3K | 22 | — | — |
| Q4 2025 | $355K | 4.5K | — | — |
| Q4 2025 | $4K | 65 | — | — |
| Q4 2025 | $31K | 167 | — | — |
| Q4 2025 | $3.9M | 5.2K | — | — |
| Q4 2025 | $35K | 280 | — | — |
| Q4 2025 | $9K | 43 | — | — |
| Q4 2025 | $41K | 105 | — | — |
| Q4 2025 | $216K | 2.6K | — | — |
| Q4 2025 | $185K | 3.4K | — | — |
| Q4 2025 | $5K | 33 | — | — |
| Q4 2025 | $51K | 1.1K | — | — |
| Q4 2025 | $71K | 1.5K | — | — |
| Q4 2025 | $274K | 5.5K | — | — |
| Q4 2025 | $3K | 28 | — | — |
| Q4 2025 | $65K | 450 | — | — |
| Q4 2025 | $448K | 7.2K | — | — |
| Q4 2025 | $30K | 407 | — | — |
| Q4 2025 | $40K | 518 | — | — |
| Q4 2025 | $38K | 377 | — | — |
| Q4 2025 | $574K | 3.8K | — | — |
| Q4 2025 | $888 | 8 | — | — |
| Q4 2025 | $305K | 687 | — | — |
| Q4 2025 | $11M | 43.7K | — | — |
| Q4 2025 | $83K | 201 | — | — |
| Q4 2025 | $563K | 4.7K | — | — |
| Q4 2025 | $75K | 1.0K | — | — |
| Q4 2025 | $27K | 418 | — | — |
| Q4 2025 | $12K | 161 | — | — |
| Q3 2025 | $74K | 225 | — | — |
| Q3 2025 | $530K | 2.1K | — | — |
| Q3 2025 | $83K | 446 | — | — |
| Q3 2025 | $124K | 258 | — | — |
| Q3 2025 | $22K | 105 | — | — |
| Q3 2025 | $1.5M | 4.9K | — | — |
| Q3 2025 | $674K | 2.3K | — | — |
| Q3 2025 | $753K | 3.6K | — | — |
| Q3 2025 | $1.3M | 14.1K | — | — |
| Q3 2025 | $134K | 769 | — | — |
| Q3 2025 | $3M | 4.9K | — | — |
| Q3 2025 | $67K | 1.3K | — | — |
| Q3 2025 | $5M | 66.3K | — | — |
| Q3 2025 | $30K | 358 | — | — |
| Q3 2025 | $3K | 22 | — | — |
| Q3 2025 | $376K | 4.7K | — | — |
| Q3 2025 | $3.7M | 5.0K | — | — |
| Q3 2025 | $35K | 280 | — | — |
| Q3 2025 | $9K | 43 | — | — |
| Q3 2025 | $42K | 105 | — | — |
| Q3 2025 | $118K | 1.5K | — | — |
| Q3 2025 | $188K | 3.5K | — | — |
| Q3 2025 | $5K | 33 | — | — |
| Q3 2025 | $4K | 75 | — | — |
| Q3 2025 | $72K | 1.5K | — | — |
| Q3 2025 | $280K | 5.5K | — | — |
| Q3 2025 | $2K | 28 | — | — |
| Q3 2025 | $63K | 450 | — | — |
| Q3 2025 | $422K | 7.0K | — | — |
| Q3 2025 | $30K | 406 | — | — |
| Q3 2025 | $40K | 518 | — | — |
| Q3 2025 | $38K | 377 | — | — |
| Q3 2025 | $559K | 3.9K | — | — |
| Q3 2025 | $884 | 8 | — | — |
| Q3 2025 | $10.3M | 42.2K | — | — |
| Q3 2025 | $81K | 201 | — | — |
| Q3 2025 | $442K | 3.7K | — | — |
| Q3 2025 | $17K | 229 | — | — |