Avion Wealth’s Vital Energy VTLE Stock Holding History

Avion Wealth’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
2025 Q4	–	Sell	-205	Closed	-$3K	–	1614
2025 Q3	$3K	Buy	205 +60	+41%	+$1.01K	﹤0.01%	806
2025 Q2	$2K	Buy	145 +75	+107%	+$1.23K	﹤0.01%	867
2025 Q1	$2K	Hold	70	–	–	﹤0.01%	781
2024 Q4	$2K	Buy	70 +40	+133%	+$1.19K	﹤0.01%	778
2024 Q3	$0	Buy	+30	New	+$1.11K	﹤0.01%	1352
2024 Q1	–	Sell	-11	Closed	-$1K	–	1233
2023 Q4	$1K	Buy	+11	New	+$527	﹤0.01%	1012

Other funds holding VTLE

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Avion Wealth's VTLE Position: Q4 2025 in Review

Avion Wealth sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 205 shares — an estimated $3K sold.

Avion Wealth first reported a position in VTLE in Q4 2023 and held it in 6 quarters. The position peaked at $3K in Q3 2025. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

Avion Wealth reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
Avion Wealth sold 205 Vital Energy shares in Q4 2025, an estimated $3K.
Avion Wealth first reported a position in Vital Energy in Q4 2023 and held it in 6 quarters.
Avion Wealth's Vital Energy position peaked at $3K in Q3 2025.
3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

Based on Avion Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.