EverSource Wealth Advisors’s Vitesse Energy VTS Stock Holding History

EverSource Wealth Advisors’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	$890	Sell	49 -135	-73%	-$2.72K	﹤0.01%	3892
2025 Q4	$3.54K	Sell	184 -191	-51%	-$4.08K	﹤0.01%	3262
2025 Q3	$8.71K	Sell	375 -1	-0.3%	-$25	﹤0.01%	2895
2025 Q2	$8.31K	Buy	376 +65	+21%	+$1.42K	﹤0.01%	2930
2025 Q1	$7.65K	Buy	311 +45	+17%	+$1.15K	﹤0.01%	2273
2024 Q4	$6.65K	Buy	266 +179	+206%	+$4.67K	﹤0.01%	2212
2024 Q3	$2.09K	Hold	87	–	–	﹤0.01%	2534
2024 Q2	$2.26K	Hold	87	–	–	﹤0.01%	2511
2024 Q1	$1.93K	Hold	87	–	–	﹤0.01%	2398
2023 Q4	$1.91K	Hold	87	–	–	﹤0.01%	2184
2023 Q3	$1.99K	Sell	87 -74	-46%	-$1.74K	﹤0.01%	2004
2023 Q2	$3.61K	Hold	161	–	–	﹤0.01%	1852
2023 Q1	$3.06K	Buy	+161	New	+$2.78K	﹤0.01%	1811

Other funds holding VTS

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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