Cetera Investment Advisers’s Vital Energy VTLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Buy |
45,668
+5,286
| +13% | +$85.1K | ﹤0.01% | 2666 |
|
|
2025
Q1 | $857K | Buy |
40,382
+5,295
| +15% | +$112K | ﹤0.01% | 2390 |
|
|
2024
Q4 | $1.08M | Sell |
35,087
-3,878
| -10% | -$120K | ﹤0.01% | 2111 |
|
|
2024
Q3 | $1.05M | Buy |
38,965
+6,677
| +21% | +$180K | ﹤0.01% | 2088 |
|
|
2024
Q2 | $1.45M | Buy |
32,288
+527
| +2% | +$23.6K | ﹤0.01% | 1810 |
|
|
2024
Q1 | $1.67M | Buy |
+31,761
| New | +$1.67M | ﹤0.01% | 1693 |
|
|
2023
Q4 | – | Sell |
-5,082
| Closed | -$282K | – | 2330 |
|
|
2023
Q3 | $282K | Hold |
5,082
| – | – | ﹤0.01% | 1774 |
|
|
2023
Q2 | $229K | Hold |
5,082
| – | – | ﹤0.01% | 1906 |
|
|
2023
Q1 | $231K | Hold |
5,082
| – | – | ﹤0.01% | 1862 |
|
|
2022
Q4 | $261K | Hold |
5,082
| – | – | ﹤0.01% | 1744 |
|
|
2022
Q3 | $319K | Buy |
5,082
+25
| +0.5% | +$1.57K | 0.01% | 1231 |
|
|
2022
Q2 | $349K | Hold |
5,057
| – | – | 0.01% | 1317 |
|
|
2022
Q1 | $400K | Hold |
5,057
| – | – | 0.01% | 1314 |
|
|
2021
Q4 | $304K | Buy |
5,057
+57
| +1% | +$3.43K | ﹤0.01% | 1483 |
|
|
2021
Q3 | $405K | Hold |
5,000
| – | – | 0.01% | 1259 |
|
|
2021
Q2 | $464K | Buy |
+5,000
| New | +$464K | 0.01% | 1167 |
|
|
2020
Q2 | – | Sell |
-5,000
| Closed | -$38K | – | 631 |
|
|
2020
Q1 | $38K | Buy |
+5,000
| New | +$38K | ﹤0.01% | 535 |
|