CA
VTLE

Centerpoint Advisors’s Vital Energy VTLE Stock Holding History

Centerpoint Advisors’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
2025
Q1 		– Sell
-150
Closed -$5K – 461
2024
Q4 		$5K Hold
150
– – ﹤0.01% 387
2024
Q3 		$4K Sell
150
-2,000
-93% -$74K ﹤0.01% 411
2024
Q2 		$96K Buy
2,150
+25
+1% +$1.25K 0.03% 132
2024
Q1 		$112K Hold
2,125
– – 0.04% 114
2023
Q4 		$97K Buy
2,125
+50
+2% +$2.4K 0.04% 115
2023
Q3 		$115K Buy
2,075
+500
+32% +$26.9K 0.05% 110
2023
Q2 		$71K Buy
1,575
+1,500
+2,000% +$67.8K 0.03% 144
2023
Q1 		$3K Buy
+75
New +$3.75K ﹤0.01% 425

Other funds holding VTLE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Centerpoint Advisors's VTLE Position: Q1 2025 in Review

Centerpoint Advisors sold out of Vital Energy (VTLE) in Q1 2025, closing a stake of 150 shares — an estimated $5K sold.

Centerpoint Advisors first reported a position in VTLE in Q1 2023 and held it in 8 quarters. The position peaked at $115K in Q3 2023. 228 funds tracked by Wall St. Rank hold VTLE as of Q1 2025.

  • Centerpoint Advisors reported no remaining Vital Energy position as of Q1 2025 after selling out during the quarter.
  • Centerpoint Advisors sold 150 Vital Energy shares in Q1 2025, an estimated $5K.
  • Centerpoint Advisors first reported a position in Vital Energy in Q1 2023 and held it in 8 quarters.
  • Centerpoint Advisors's Vital Energy position peaked at $115K in Q3 2023.
  • 228 funds tracked by Wall St. Rank held Vital Energy as of Q1 2025.

Based on Centerpoint Advisors's 13F filing for Q1 2025, filed 13 May 2025.