BCA
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Bay Colony Advisors’s Vitesse Energy VTS Stock Holding History

Bay Colony Advisors’s Portfolio VTS Stock Details VTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$350K Sell
22,189
-34
-0.2% -$602 0.04% 346
2026
Q1 		$404K Sell
22,223
-342
-2% -$6.88K 0.05% 311
2025
Q4 		$435K Buy
22,565
+343
+2% +$7.32K 0.05% 309
2025
Q3 		$516K Buy
22,222
+1,696
+8% +$41.7K 0.06% 285
2025
Q2 		$453K Sell
20,526
-366
-2% -$8.02K 0.06% 260
2025
Q1 		$516K Buy
20,892
+597
+3% +$15.3K 0.08% 242
2024
Q4 		$507K Buy
20,295
+237
+1% +$6.19K 0.08% 239
2024
Q3 		$482K Buy
20,058
+921
+5% +$22.7K 0.07% 243
2024
Q2 		$454K Sell
19,137
-250
-1% -$5.94K 0.08% 229
2024
Q1 		$460K Buy
19,387
+1,637
+9% +$35.9K 0.08% 224
2023
Q4 		$389K Buy
17,750
+1,084
+7% +$25K 0.08% 236
2023
Q3 		$381K Buy
16,666
+1,969
+13% +$46.2K 0.09% 203
2023
Q2 		$329K Hold
14,697
– – 0.08% 225
2023
Q1 		$280K Buy
+14,697
New +$253K 0.07% 244

Other funds holding VTS

MIM
Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SNB
Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return