Herold Advisors’s Vital Energy VTLE Stock Holding History

Herold Advisors’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
2022 Q2	–	Sell	-25	Closed	-$1.98K	–	669
2022 Q1	$1.98K	Buy	+25	New	+$1.81K	﹤0.01%	709
2021 Q4	–	Sell	-25	Closed	-$2K	–	643
2021 Q3	$2K	Buy	+25	New	+$1.53K	﹤0.01%	701

Other funds holding VTLE

BlackRock New York $5.72T AUM 30.48% 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

MRCP

Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return

ACG

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

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

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Herold Advisors's VTLE Position: Q2 2022 in Review

Herold Advisors sold out of Vital Energy (VTLE) in Q2 2022, closing a stake of 25 shares — an estimated $1.98K sold.

Herold Advisors first reported a position in VTLE in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q3 2021. 209 funds tracked by Wall St. Rank hold VTLE as of Q2 2022.

Herold Advisors reported no remaining Vital Energy position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 25 Vital Energy shares in Q2 2022, an estimated $1.98K.
Herold Advisors first reported a position in Vital Energy in Q3 2021 and held it in 2 quarters.
Herold Advisors's Vital Energy position peaked at $2K in Q3 2021.
209 funds tracked by Wall St. Rank held Vital Energy as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.