IFP Advisors’s Vital Energy VTLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$64 | – | 3311 |
|
|
2025
Q1 | – | Hold |
0
| – | -$93 | – | 3972 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4058 |
|
|
2024
Q1 | – | Sell |
-112
| Closed | -$5.1K | – | 3255 |
|
|
2023
Q4 | $5.1K | Sell |
112
-8
| -7% | -$364 | ﹤0.01% | 2417 |
|
|
2023
Q3 | $6.65K | Sell |
120
-4
| -3% | -$222 | ﹤0.01% | 2410 |
|
|
2023
Q2 | $5.6K | Buy |
124
+42
| +51% | +$1.9K | ﹤0.01% | 2512 |
|
|
2023
Q1 | $1.67K | Sell |
82
-159
| -66% | -$3.24K | ﹤0.01% | 2953 |
|
|
2022
Q4 | $18K | Sell |
241
-71
| -23% | -$5.3K | ﹤0.01% | 2996 |
|
|
2022
Q3 | $20K | Buy |
312
+9
| +3% | +$577 | ﹤0.01% | 3101 |
|
|
2022
Q2 | $19K | Hold |
303
| – | – | ﹤0.01% | 2905 |
|
|
2022
Q1 | $19K | Buy |
303
+292
| +2,655% | +$18.3K | ﹤0.01% | 2905 |
|
|
2021
Q4 | $3K | Sell |
11
-494
| -98% | -$135K | ﹤0.01% | 2654 |
|
|
2021
Q3 | $42K | Buy |
505
+105
| +26% | +$8.73K | ﹤0.01% | 1611 |
|
|
2021
Q2 | $37K | Buy |
+400
| New | +$37K | ﹤0.01% | 1655 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4283 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4092 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3937 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3759 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3668 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3637 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3660 |
|
|
2019
Q1 | – | Sell |
-11
| Closed | -$1K | – | 3415 |
|
|
2018
Q4 | $1K | Sell |
11
-14
| -56% | -$1.27K | ﹤0.01% | 3349 |
|
|
2018
Q3 | $4K | Sell |
25
-6
| -19% | -$960 | ﹤0.01% | 3295 |
|
|
2018
Q2 | $6K | Buy |
31
+6
| +24% | +$1.16K | ﹤0.01% | 3147 |
|
|
2018
Q1 | $5K | Hold |
25
| – | – | ﹤0.01% | 3196 |
|
|
2017
Q4 | $5K | Sell |
25
-25
| -50% | -$5K | ﹤0.01% | 3193 |
|
|
2017
Q3 | $13K | Hold |
50
| – | – | ﹤0.01% | 2858 |
|
|
2017
Q2 | $11K | Sell |
50
-15
| -23% | -$3.3K | ﹤0.01% | 2938 |
|
|
2017
Q1 | $19K | Buy |
65
+15
| +30% | +$4.39K | ﹤0.01% | 2520 |
|
|
2016
Q4 | $14K | Buy |
50
+25
| +100% | +$7K | ﹤0.01% | 2692 |
|
|
2016
Q3 | $6K | Hold |
25
| – | – | ﹤0.01% | 3141 |
|
|
2016
Q2 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 3159 |
|
|
2016
Q1 | – | Sell |
-25
| Closed | -$4K | – | 3452 |
|
|
2015
Q4 | $4K | Buy |
+25
| New | +$4K | ﹤0.01% | 3090 |
|