Carson Wealth (CWM LLC)’s Vitesse Energy VTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40K | Buy |
1,827
+1,062
| +139% | +$23.3K | ﹤0.01% | 3454 |
|
|
2025
Q1 | $19K | Buy |
765
+38
| +5% | +$944 | ﹤0.01% | 3724 |
|
|
2024
Q4 | $18K | Buy |
727
+84
| +13% | +$2.08K | ﹤0.01% | 3528 |
|
|
2024
Q3 | $15K | Buy |
643
+183
| +40% | +$4.27K | ﹤0.01% | 3563 |
|
|
2024
Q2 | $11K | Buy |
460
+169
| +58% | +$4.04K | ﹤0.01% | 3505 |
|
|
2024
Q1 | $7K | Buy |
291
+95
| +48% | +$2.29K | ﹤0.01% | 3546 |
|
|
2023
Q4 | $4K | Sell |
196
-14
| -7% | -$286 | ﹤0.01% | 3642 |
|
|
2023
Q3 | $5K | Buy |
210
+20
| +11% | +$476 | ﹤0.01% | 3505 |
|
|
2023
Q2 | $4K | Buy |
190
+78
| +70% | +$1.64K | ﹤0.01% | 3569 |
|
|
2023
Q1 | $2K | Buy |
+112
| New | +$2K | ﹤0.01% | 3707 |
|