Creative Planning’s Vital Energy VTLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.2M | Buy |
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|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.43M | Buy |
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|
2024
Q3 | $795K | Buy |
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|
2024
Q2 | $239K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $932K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $208K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $108K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2K | Hold |
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|
2017
Q1 | $3K | Hold |
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|
2016
Q4 | $3K | Sell |
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|
2016
Q3 | $4K | Buy |
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|
2016
Q2 | $2K | Hold |
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|
2016
Q1 | $2K | Sell |
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|
2015
Q4 | $2K | Hold |
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|
2015
Q3 | $2K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $2K | Sell |
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|
2014
Q4 | $3K | Sell |
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|
2014
Q3 | $22K | Buy |
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|
2014
Q2 | $3K | Buy |
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