Belpointe Asset Management’s Vital Energy VTLE Stock Holding History

Belpointe Asset Management’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
2023 Q2	–	Sell	-38	Closed	-$1.73K	–	3332
2023 Q1	$1.73K	Buy	+38	New	+$1.9K	﹤0.01%	3345

Other funds holding VTLE

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Belpointe Asset Management's VTLE Position: Q2 2023 in Review

Belpointe Asset Management sold out of Vital Energy (VTLE) in Q2 2023, closing a stake of 38 shares — an estimated $1.73K sold.

Belpointe Asset Management first reported a position in VTLE in Q1 2023 and held it in 1 quarter. The position peaked at $1.73K in Q1 2023. 188 funds tracked by Wall St. Rank hold VTLE as of Q2 2023.

Belpointe Asset Management reported no remaining Vital Energy position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 38 Vital Energy shares in Q2 2023, an estimated $1.73K.
Belpointe Asset Management first reported a position in Vital Energy in Q1 2023 and held it in 1 quarter.
Belpointe Asset Management's Vital Energy position peaked at $1.73K in Q1 2023.
188 funds tracked by Wall St. Rank held Vital Energy as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.