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Bogart Wealth LLC’s Vitesse Energy VTS Stock Holding History

Bogart Wealth LLC’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
2025
Q3 		– Sell
-735
Closed -$16.2K – 1600
2025
Q2 		$16.2K Buy
735
+50
+7% +$1.09K ﹤0.01% 682
2025
Q1 		$16.8K Hold
685
– – ﹤0.01% 624
2024
Q4 		$17.1K Buy
685
+45
+7% +$1.18K ﹤0.01% 619
2024
Q3 		$15.4K Buy
640
+205
+47% +$5.06K ﹤0.01% 595
2024
Q2 		$10.3K Hold
435
– – ﹤0.01% 667
2024
Q1 		$10.3K Hold
435
– – ﹤0.01% 641
2023
Q4 		$9.52K Buy
435
+145
+50% +$3.34K ﹤0.01% 638
2023
Q3 		$6.64K Buy
+290
New +$6.81K ﹤0.01% 666
2023
Q2 		– Sell
-5
Closed -$104 – 1137
2023
Q1 		$95 Buy
+5
New +$86 ﹤0.01% 1090

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FRGX
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BlackRock
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCM
GoodHaven Capital Management Millburn, New Jersey $287M AUM 9.07% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return