EI
VTS icon

Ellevest Inc’s Vitesse Energy VTS Stock Holding History

Ellevest Inc’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
Q1 		– Sell
-25,423
Closed -$490K – 463
2025
Q4 		$490K Buy
25,423
+3,745
+17% +$79.9K 0.07% 232
2025
Q3 		$504K Buy
21,678
+3,568
+20% +$87.7K 0.07% 222
2025
Q2 		$400K Buy
18,110
+1,335
+8% +$29.2K 0.06% 240
2025
Q1 		$412K Buy
16,775
+3,753
+29% +$96.1K 0.03% 226
2024
Q4 		$326K Buy
13,022
+1,760
+16% +$46K 0.02% 290
2024
Q3 		$271K Sell
11,262
-1,080
-9% -$26.7K 0.02% 348
2024
Q2 		$293K Buy
12,342
+1,127
+10% +$26.8K 0.02% 318
2024
Q1 		$266K Buy
+11,215
New +$246K 0.02% 331
2023
Q3 		– Sell
-12,943
Closed -$290K – 386
2023
Q2 		$290K Buy
+12,943
New +$270K 0.02% 279

Other funds holding VTS

FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return