Arkadios Wealth Advisors’s Vital Energy VTLE Stock Holding History

Arkadios Wealth Advisors’s Portfolio VTLE Stock Details VTLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1	Closed	-$8	–	1155
2020 Q1	$8	Buy	+1	New	+$29	﹤0.01%	1185

Other funds holding VTLE

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCM

SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arkadios Wealth Advisors's VTLE Position: Q2 2020 in Review

Arkadios Wealth Advisors sold out of Vital Energy (VTLE) in Q2 2020, closing a stake of 1 share — an estimated $8 sold.

Arkadios Wealth Advisors first reported a position in VTLE in Q1 2020 and held it in 1 quarter. The position peaked at $8 in Q1 2020. 99 funds tracked by Wall St. Rank hold VTLE as of Q2 2020.

Arkadios Wealth Advisors reported no remaining Vital Energy position as of Q2 2020 after selling out during the quarter.
Arkadios Wealth Advisors sold 1 Vital Energy share in Q2 2020, an estimated $8.
Arkadios Wealth Advisors first reported a position in Vital Energy in Q1 2020 and held it in 1 quarter.
Arkadios Wealth Advisors's Vital Energy position peaked at $8 in Q1 2020.
99 funds tracked by Wall St. Rank held Vital Energy as of Q2 2020.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.