Back to VGES

Porter White Investment Advisors, Inc. → VGES

Porter White Investment Advisors, Inc. VGES Position History

VGES

Quarters held
20
Latest value
$1M
Q3 2026
Peak value
$5.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5.4M
Q3 2025$857K
Q4 2025$5.3M
Q4 2025$883K
Q1 2026$292K
Q1 2026$472K
Q1 2026$5.7M
Q1 2026$839K
Q2 2026$308K
Q2 2026$529K
Q2 2026$5.5M
Q2 2026$995K
Q3 2026$320K
Q3 2026$320K
Q3 2026$525K
Q3 2026$525K
Q3 2026$5.1M
Q3 2026$5.1M
Q3 2026$1M
Q3 2026$1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1M1.5K——
Q3 2026$1M1.5K——
Q3 2026$5.1M29.6K——
Q3 2026$5.1M29.6K——
Q3 2026$525K6.3K——
Q3 2026$525K6.3K——
Q3 2026$320K3.2K——
Q3 2026$320K3.2K——
Q2 2026$995K1.4K——
Q2 2026$5.5M28.3K——
Q2 2026$529K6.3K——
Q2 2026$308K3.1K——
Q1 2026$839K1.4K——
Q1 2026$5.7M28.6K——
Q1 2026$472K6.3K——
Q1 2026$292K3.1K——
Q4 2025$883K1.4K——
Q4 2025$5.3M28.8K——
Q3 2025$857K1.4K——
Q3 2025$5.4M28.6K——

Other funds holding VGES

Other Porter White Investment Advisors, Inc. positions

DIOD

DIMENSIONAL ETF TRUST

$11.2M
DIOD

DIMENSIONAL ETF TRUST

$11.2M
DIOD

DIMENSIONAL ETF TRUST

$11M
DIOD

DIMENSIONAL ETF TRUST

$10.3M
DIOD

DIMENSIONAL ETF TRUST

$10M
DIOD

DIMENSIONAL ETF TRUST

$9.6M
HONA

DIMENSIONAL ETF TRUST

$6.2M
HONA

DIMENSIONAL ETF TRUST

$5.6M