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Disciplined Investments’s Vitesse Energy VTS Stock Holding History

Disciplined Investments’s Portfolio VTS Stock Details VTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5
Closed -$112 – 1519
2023
Q2 		$112 Hold
5
– – ﹤0.01% 1588
2023
Q1 		$95 Buy
+5
New +$86 ﹤0.01% 1587

Other funds holding VTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Disciplined Investments's VTS Position: Q3 2023 in Review

Disciplined Investments sold out of Vitesse Energy (VTS) in Q3 2023, closing a stake of 5 shares — an estimated $112 sold.

Disciplined Investments first reported a position in VTS in Q1 2023 and held it in 2 quarters. The position peaked at $112 in Q2 2023. 216 funds tracked by Wall St. Rank hold VTS as of Q3 2023.

  • Disciplined Investments reported no remaining Vitesse Energy position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 5 Vitesse Energy shares in Q3 2023, an estimated $112.
  • Disciplined Investments first reported a position in Vitesse Energy in Q1 2023 and held it in 2 quarters.
  • Disciplined Investments's Vitesse Energy position peaked at $112 in Q2 2023.
  • 216 funds tracked by Wall St. Rank held Vitesse Energy as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.