Back to VGES

ShankerValleau Wealth Advisors, Inc. → VGES

ShankerValleau Wealth Advisors, Inc. VGES Position History

VGES

Quarters held
16
Latest value
$249K
Q3 2026
Peak value
$24.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$8.8M
Q4 2025$15.8M
Q4 2025$22.5M
Q4 2025$223K
Q1 2026$9.1M
Q1 2026$16.2M
Q1 2026$22.8M
Q1 2026$226K
Q2 2026$9.5M
Q2 2026$17.3M
Q2 2026$24.1M
Q2 2026$251K
Q3 2026$9.7M
Q3 2026$17.4M
Q3 2026$24.3M
Q3 2026$249K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$249K1.2K——
Q3 2026$24.3M314.6K——
Q3 2026$17.4M372.2K——
Q3 2026$9.7M196.2K——
Q2 2026$251K1.2K——
Q2 2026$24.1M304.5K——
Q2 2026$17.3M356.5K——
Q2 2026$9.5M188.7K——
Q1 2026$226K1.2K——
Q1 2026$22.8M288.2K——
Q1 2026$16.2M337.6K——
Q1 2026$9.1M181.8K——
Q4 2025$223K1.2K——
Q4 2025$22.5M282.2K——
Q4 2025$15.8M327.1K——
Q4 2025$8.8M177.7K——

Other funds holding VGES

Other ShankerValleau Wealth Advisors, Inc. positions

ORCL-PD

ORACLE CORP

$63.5M
DIOD

DIMENSIONAL ETF TRUST

$47M
ORCL-PD

ORACLE CORP

$46.8M
DIOD

DIMENSIONAL ETF TRUST

$46.8M
ORCL-PD

ORACLE CORP

$46.4M
DIOD

DIMENSIONAL ETF TRUST

$43.4M
DIOD

DIMENSIONAL ETF TRUST

$43.1M
ORCL-PD

ORACLE CORP

$38.9M