Creative Planning’s Vital Energy VTLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
+62,600
| New | +$1.01M | ﹤0.01% | 1833 |
|
|
2025
Q1 | – | Sell |
-46,126
| Closed | -$1.43M | – | 3707 |
|
|
2024
Q4 | $1.43M | Buy |
46,126
+16,566
| +56% | +$512K | ﹤0.01% | 1371 |
|
|
2024
Q3 | $795K | Buy |
29,560
+24,230
| +455% | +$652K | ﹤0.01% | 1705 |
|
|
2024
Q2 | $239K | Buy |
+5,330
| New | +$239K | ﹤0.01% | 2528 |
|
|
2021
Q2 | – | Sell |
-31,010
| Closed | -$932K | – | 2342 |
|
|
2021
Q1 | $932K | Buy |
+31,010
| New | +$932K | ﹤0.01% | 1053 |
|
|
2020
Q3 | – | Sell |
-15,010
| Closed | -$208K | – | 2025 |
|
|
2020
Q2 | $208K | Buy |
+15,010
| New | +$208K | ﹤0.01% | 1487 |
|
|
2018
Q3 | – | Sell |
-560
| Closed | -$108K | – | 2007 |
|
|
2018
Q2 | $108K | Buy |
+560
| New | +$108K | ﹤0.01% | 1741 |
|
|
2017
Q3 | – | Sell |
-10
| Closed | -$2K | – | 3575 |
|
|
2017
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 4248 |
|
|
2017
Q1 | $3K | Hold |
10
| – | – | ﹤0.01% | 4113 |
|
|
2016
Q4 | $3K | Sell |
10
-5
| -33% | -$1.5K | ﹤0.01% | 4078 |
|
|
2016
Q3 | $4K | Buy |
15
+5
| +50% | +$1.33K | ﹤0.01% | 3901 |
|
|
2016
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 3951 |
|
|
2016
Q1 | $2K | Sell |
10
-3
| -23% | -$600 | ﹤0.01% | 3909 |
|
|
2015
Q4 | $2K | Hold |
13
| – | – | ﹤0.01% | 3980 |
|
|
2015
Q3 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 3904 |
|
|
2015
Q2 | – | Sell |
-8
| Closed | -$2K | – | 2857 |
|
|
2015
Q1 | $2K | Sell |
8
-5
| -38% | -$1.25K | ﹤0.01% | 3803 |
|
|
2014
Q4 | $3K | Sell |
13
-37
| -74% | -$8.54K | ﹤0.01% | 3644 |
|
|
2014
Q3 | $22K | Buy |
50
+45
| +900% | +$19.8K | ﹤0.01% | 2465 |
|
|
2014
Q2 | $3K | Buy |
+5
| New | +$3K | ﹤0.01% | 3326 |
|