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Heritage Trust’s Vital Energy VTLE Stock Holding History

Heritage Trust’s Portfolio VTLE Stock Details VTLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-2,342
Closed -$18K – 202
2020
Q1 		$18K Hold
2,342
– – ﹤0.01% 173
2019
Q4 		$134K Hold
2,342
– – 0.03% 191
2019
Q3 		$148K Hold
2,342
– – 0.03% 183
2019
Q2 		$162K Buy
+2,342
New +$162K 0.04% 177