Heritage Wealth Management (Ohio)’s Vitesse Energy VTS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$399K	Sell	18,053 -1,486	-8%	-$32.8K	0.13%	164
2025 Q1	$480K	Sell	19,539 -337	-2%	-$8.29K	0.16%	138
2024 Q4	$497K	Sell	19,876 -988	-5%	-$24.7K	0.17%	136
2024 Q3	$501K	Buy	20,864 +12	+0.1%	+$288	0.16%	135
2024 Q2	$503K	Buy	+20,852	New	+$503K	0.17%	129