EverSource Wealth Advisors’s Vital Energy VTLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.4K | Buy |
+522
| New | +$8.4K | ﹤0.01% | 2913 |
|
|
2025
Q1 | – | Sell |
-111
| Closed | -$3.43K | – | 4185 |
|
|
2024
Q4 | $3.43K | Buy |
111
+85
| +327% | +$2.63K | ﹤0.01% | 2506 |
|
|
2024
Q3 | $699 | Buy |
26
+14
| +117% | +$376 | ﹤0.01% | 2792 |
|
|
2024
Q2 | $523 | Buy |
+12
| New | +$523 | ﹤0.01% | 2882 |
|
|
2024
Q1 | – | Sell |
-10
| Closed | -$455 | – | 3012 |
|
|
2023
Q4 | $455 | Hold |
10
| – | – | ﹤0.01% | 2540 |
|
|
2023
Q3 | $554 | Buy |
+10
| New | +$554 | ﹤0.01% | 2351 |
|
|
2023
Q1 | – | Sell |
-31
| Closed | -$1.59K | – | 2555 |
|
|
2022
Q4 | $1.59K | Hold |
31
| – | – | ﹤0.01% | 1981 |
|
|
2022
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 1743 |
|
|
2022
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 1588 |
|
|
2022
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 1598 |
|
|
2021
Q4 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 1640 |
|