IAG Wealth Partners’s Vital Energy VTLE Stock Holding History

IAG Wealth Partners’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 Q1	–	Sell	-375	Closed	-$23K	–	468
2021 Q4	$23K	Sell	375 -125	-25%	-$8.82K	0.01%	211
2021 Q3	$41K	Hold	500	–	–	0.01%	138
2021 Q2	$47K	Hold	500	–	–	0.02%	126
2021 Q1	$16K	Hold	500	–	–	0.01%	207
2020 Q4	$10K	Buy	+500	New	+$6.45K	﹤0.01%	243
2020 Q1	–	Sell	-50	Closed	-$3K	–	461
2019 Q4	$3K	Buy	+50	New	+$2.42K	﹤0.01%	354

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

EECFI

EnCap Energy Capital Fund IX Houston, Texas $119M AUM 31.38% 1-Year Est. Return

MIM

Merewether Investment Management Dallas, Texas $5.16B AUM 86.81% 1-Year Est. Return

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

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

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

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

IAG Wealth Partners's VTLE Position: Q1 2022 in Review

IAG Wealth Partners sold out of Vital Energy (VTLE) in Q1 2022, closing a stake of 375 shares — an estimated $23K sold.

IAG Wealth Partners first reported a position in VTLE in Q4 2019 and held it in 6 quarters. The position peaked at $47K in Q2 2021. 205 funds tracked by Wall St. Rank hold VTLE as of Q1 2022.

IAG Wealth Partners reported no remaining Vital Energy position as of Q1 2022 after selling out during the quarter.
IAG Wealth Partners sold 375 Vital Energy shares in Q1 2022, an estimated $23K.
IAG Wealth Partners first reported a position in Vital Energy in Q4 2019 and held it in 6 quarters.
IAG Wealth Partners's Vital Energy position peaked at $47K in Q2 2021.
205 funds tracked by Wall St. Rank held Vital Energy as of Q1 2022.

Based on IAG Wealth Partners's 13F filing for Q1 2022, filed 4 May 2022.