Back to VGES
Selective Wealth Management, Inc. → VGES
Selective Wealth Management, Inc. VGES Position History
VGES
Quarters held
57
Latest value
$8.5M
Q3 2026
Peak value
$77.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.7M |
| Q4 2025 | $1.6M |
| Q4 2025 | $1.8M |
| Q4 2025 | $677K |
| Q4 2025 | $398K |
| Q4 2025 | $1.1M |
| Q4 2025 | $75.6M |
| Q4 2025 | $573K |
| Q4 2025 | $695K |
| Q4 2025 | $1.6M |
| Q4 2025 | $1.2M |
| Q4 2025 | $341K |
| Q4 2025 | $7.1M |
| Q1 2026 | $4.7M |
| Q1 2026 | $1.7M |
| Q1 2026 | $1.6M |
| Q1 2026 | $725K |
| Q1 2026 | $414K |
| Q1 2026 | $935K |
| Q1 2026 | $71.5M |
| Q1 2026 | $580K |
| Q1 2026 | $692K |
| Q1 2026 | $1.3M |
| Q1 2026 | $485K |
| Q1 2026 | $1.3M |
| Q1 2026 | $427K |
| Q1 2026 | $8.6M |
| Q2 2026 | $5M |
| Q2 2026 | $1.6M |
| Q2 2026 | $1.5M |
| Q2 2026 | $757K |
| Q2 2026 | $430K |
| Q2 2026 | $1.1M |
| Q2 2026 | $472K |
| Q2 2026 | $75.1M |
| Q2 2026 | $618K |
| Q2 2026 | $687K |
| Q2 2026 | $1.4M |
| Q2 2026 | $500K |
| Q2 2026 | $1.4M |
| Q2 2026 | $444K |
| Q2 2026 | $7.6M |
| Q3 2026 | $6M |
| Q3 2026 | $1.7M |
| Q3 2026 | $1.4M |
| Q3 2026 | $755K |
| Q3 2026 | $440K |
| Q3 2026 | $1.2M |
| Q3 2026 | $432K |
| Q3 2026 | $77.9M |
| Q3 2026 | $599K |
| Q3 2026 | $676K |
| Q3 2026 | $1.4M |
| Q3 2026 | $527K |
| Q3 2026 | $1.4M |
| Q3 2026 | $454K |
| Q3 2026 | $8.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.5M | 22.4K | — | — |
| Q3 2026 | $454K | 1.6K | — | — |
| Q3 2026 | $1.4M | 6.3K | — | — |
| Q3 2026 | $527K | 5.9K | — | — |
| Q3 2026 | $1.4M | 6.2K | — | — |
| Q3 2026 | $676K | 8.4K | — | — |
| Q3 2026 | $599K | 2.5K | — | — |
| Q3 2026 | $77.9M | 109.7K | — | — |
| Q3 2026 | $432K | 7.5K | — | — |
| Q3 2026 | $1.2M | 10.0K | — | — |
| Q3 2026 | $440K | 2.8K | — | — |
| Q3 2026 | $755K | 10.8K | — | — |
| Q3 2026 | $1.4M | 18.5K | — | — |
| Q3 2026 | $1.7M | 12.1K | — | — |
| Q3 2026 | $6M | 71.7K | — | — |
| Q2 2026 | $7.6M | 20.8K | — | — |
| Q2 2026 | $444K | 1.5K | — | — |
| Q2 2026 | $1.4M | 6.3K | — | — |
| Q2 2026 | $500K | 5.9K | — | — |
| Q2 2026 | $1.4M | 5.8K | — | — |
| Q2 2026 | $687K | 8.6K | — | — |
| Q2 2026 | $618K | 2.5K | — | — |
| Q2 2026 | $75.1M | 110.0K | — | — |
| Q2 2026 | $472K | 8.1K | — | — |
| Q2 2026 | $1.1M | 10.0K | — | — |
| Q2 2026 | $430K | 2.7K | — | — |
| Q2 2026 | $757K | 10.9K | — | — |
| Q2 2026 | $1.5M | 18.9K | — | — |
| Q2 2026 | $1.6M | 12.4K | — | — |
| Q2 2026 | $5M | 60.2K | — | — |
| Q1 2026 | $8.6M | 24.5K | — | — |
| Q1 2026 | $427K | 1.5K | — | — |
| Q1 2026 | $1.3M | 6.3K | — | — |
| Q1 2026 | $485K | 5.9K | — | — |
| Q1 2026 | $1.3M | 5.8K | — | — |
| Q1 2026 | $692K | 9.1K | — | — |
| Q1 2026 | $580K | 2.5K | — | — |
| Q1 2026 | $71.5M | 109.2K | — | — |
| Q1 2026 | $935K | 9.1K | — | — |
| Q1 2026 | $414K | 2.7K | — | — |
| Q1 2026 | $725K | 10.8K | — | — |
| Q1 2026 | $1.6M | 20.2K | — | — |
| Q1 2026 | $1.7M | 13.6K | — | — |
| Q1 2026 | $4.7M | 57.3K | — | — |
| Q4 2025 | $7.1M | 20.8K | — | — |
| Q4 2025 | $341K | 1.2K | — | — |
| Q4 2025 | $1.2M | 6.3K | — | — |
| Q4 2025 | $1.6M | 7.1K | — | — |
| Q4 2025 | $695K | 2.3K | — | — |
| Q4 2025 | $573K | 2.5K | — | — |
| Q4 2025 | $75.6M | 118.7K | — | — |
| Q4 2025 | $1.1M | 1.4K | — | — |
| Q4 2025 | $398K | 2.7K | — | — |
| Q4 2025 | $677K | 10.4K | — | — |
| Q4 2025 | $1.8M | 22.5K | — | — |
| Q4 2025 | $1.6M | 13.5K | — | — |
| Q4 2025 | $3.7M | 46.9K | — | — |