Eastern Bank’s Vitesse Energy VTS Stock Holding History

Eastern Bank’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
2026 Q2	$1.25K	Hold	79	–	–	﹤0.01%	988
2026 Q1	$1.44K	Hold	79	–	–	﹤0.01%	1020
2025 Q4	$1.52K	Hold	79	–	–	﹤0.01%	1033
2025 Q3	$1.83K	Hold	79	–	–	﹤0.01%	958
2025 Q2	$1.75K	Hold	79	–	–	﹤0.01%	881
2025 Q1	$1.94K	Hold	79	–	–	﹤0.01%	932
2024 Q4	$1.98K	Hold	79	–	–	﹤0.01%	898
2024 Q3	$1.9K	Buy	+79	New	+$1.95K	﹤0.01%	872

Other funds holding VTS

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return