Carson Wealth (CWM LLC)’s Vital Energy VTLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
14,474
+13,581
| +1,521% | +$219K | ﹤0.01% | 2043 |
|
|
2025
Q1 | $19K | Sell |
893
-2,244
| -72% | -$47.7K | ﹤0.01% | 3723 |
|
|
2024
Q4 | $97K | Buy |
3,137
+1,103
| +54% | +$34.1K | ﹤0.01% | 2299 |
|
|
2024
Q3 | $55K | Buy |
2,034
+1,453
| +250% | +$39.3K | ﹤0.01% | 2623 |
|
|
2024
Q2 | $26K | Buy |
581
+465
| +401% | +$20.8K | ﹤0.01% | 2952 |
|
|
2024
Q1 | $6K | Sell |
116
-109
| -48% | -$5.64K | ﹤0.01% | 3616 |
|
|
2023
Q4 | $10K | Buy |
225
+7
| +3% | +$311 | ﹤0.01% | 3205 |
|
|
2023
Q3 | $12K | Hold |
218
| – | – | ﹤0.01% | 3060 |
|
|
2023
Q2 | $10K | Buy |
218
+134
| +160% | +$6.15K | ﹤0.01% | 3106 |
|
|
2023
Q1 | $4K | Buy |
84
+23
| +38% | +$1.1K | ﹤0.01% | 3432 |
|
|
2022
Q4 | $3K | Sell |
61
-58
| -49% | -$2.85K | ﹤0.01% | 3465 |
|
|
2022
Q3 | $7K | Buy |
119
+108
| +982% | +$6.35K | ﹤0.01% | 2925 |
|
|
2022
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 3651 |
|