Bell Investment Advisors’s Vital Energy VTLE Stock Holding History

Bell Investment 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
2025 Q4	–	Sell	-34	Closed	-$575	–	1955
2025 Q3	$575	Buy	+34	New	+$574	﹤0.01%	1724
2025 Q2	–	Sell	-23	Closed	-$489	–	1980
2025 Q1	$489	Buy	+23	New	+$667	﹤0.01%	1762
2024 Q4	–	Sell	-13	Closed	-$350	–	1955
2024 Q3	$350	Buy	+13	New	+$481	﹤0.01%	1835

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

Bell Investment Advisors's VTLE Position: Q4 2025 in Review

Bell Investment Advisors sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 34 shares — an estimated $575 sold.

Bell Investment Advisors first reported a position in VTLE in Q3 2024 and held it in 3 quarters. The position peaked at $575 in Q3 2025. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

Bell Investment Advisors reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
Bell Investment Advisors sold 34 Vital Energy shares in Q4 2025, an estimated $575.
Bell Investment Advisors first reported a position in Vital Energy in Q3 2024 and held it in 3 quarters.
Bell Investment Advisors's Vital Energy position peaked at $575 in Q3 2025.
3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.