Charles Schwab’s Vitesse Energy VTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.3M | Buy |
239,971
+18,170
| +8% | +$401K | ﹤0.01% | 2313 |
|
|
2025
Q1 | $5.45M | Buy |
221,801
+3,883
| +2% | +$95.5K | ﹤0.01% | 2233 |
|
|
2024
Q4 | $5.45M | Sell |
217,918
-8,991
| -4% | -$225K | ﹤0.01% | 2300 |
|
|
2024
Q3 | $5.45M | Buy |
226,909
+119,861
| +112% | +$2.88M | ﹤0.01% | 2329 |
|
|
2024
Q2 | $2.54M | Sell |
107,048
-7,289
| -6% | -$173K | ﹤0.01% | 2619 |
|
|
2024
Q1 | $2.71M | Buy |
114,337
+45,618
| +66% | +$1.08M | ﹤0.01% | 2507 |
|
|
2023
Q4 | $1.5M | Hold |
68,719
| – | – | ﹤0.01% | 2694 |
|
|
2023
Q3 | $1.57M | Sell |
68,719
-113,850
| -62% | -$2.61M | ﹤0.01% | 2666 |
|
|
2023
Q2 | $4.09M | Buy |
182,569
+63,275
| +53% | +$1.42M | ﹤0.01% | 2315 |
|
|
2023
Q1 | $2.27M | Buy |
+119,294
| New | +$2.27M | ﹤0.01% | 2495 |
|