Financial Enhancement Group’s Vital Energy VTLE Stock Holding History

Financial Enhancement Group’s Portfolio VTLE Stock Details VTLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-16,284	Closed	-$918K	–	128
2023 Q3	$918K	Buy	+16,284	New	+$874K	0.18%	79

Other funds holding VTLE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

ACG

Aventail Capital Group New York $2.09B AUM 43.81% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Financial Enhancement Group's VTLE Position: Q4 2023 in Review

Financial Enhancement Group sold out of Vital Energy (VTLE) in Q4 2023, closing a stake of 16,284 shares — an estimated $918K sold.

Financial Enhancement Group first reported a position in VTLE in Q3 2023 and held it in 1 quarter. The position peaked at $918K in Q3 2023. 216 funds tracked by Wall St. Rank hold VTLE as of Q4 2023.

Financial Enhancement Group reported no remaining Vital Energy position as of Q4 2023 after selling out during the quarter.
Financial Enhancement Group sold 16,284 Vital Energy shares in Q4 2023, an estimated $918K.
Financial Enhancement Group first reported a position in Vital Energy in Q3 2023 and held it in 1 quarter.
Financial Enhancement Group's Vital Energy position peaked at $918K in Q3 2023.
216 funds tracked by Wall St. Rank held Vital Energy as of Q4 2023.

Based on Financial Enhancement Group's 13F filing for Q4 2023, filed 18 Jan 2024.