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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

Other funds holding VTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $45.9M AUM 25.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GCM
GoodHaven Capital Management Millburn, New Jersey $318M AUM 18.51% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bogart Wealth LLC's VTS Position: Q3 2025 in Review

Bogart Wealth LLC sold out of Vitesse Energy (VTS) in Q3 2025, closing a stake of 735 shares — an estimated $16.2K sold.

Bogart Wealth LLC first reported a position in VTS in Q1 2023 and held it in 9 quarters. The position peaked at $17.1K in Q4 2024. 234 funds tracked by Wall St. Rank hold VTS as of Q3 2025.

  • Bogart Wealth LLC reported no remaining Vitesse Energy position as of Q3 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 735 Vitesse Energy shares in Q3 2025, an estimated $16.2K.
  • Bogart Wealth LLC first reported a position in Vitesse Energy in Q1 2023 and held it in 9 quarters.
  • Bogart Wealth LLC's Vitesse Energy position peaked at $17.1K in Q4 2024.
  • 234 funds tracked by Wall St. Rank held Vitesse Energy as of Q3 2025.

Based on Bogart Wealth LLC's 13F filing for Q3 2025, filed 27 Oct 2025.