IFP Advisors’s Vitesse Energy VTS Stock Holding History

IFP Advisors’s Portfolio VTS Stock Details VTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$908	Sell	50 -114	-70%	-$2.29K	﹤0.01%	4243
2025 Q4	$3.16K	Sell	164 -3	-2%	-$64	﹤0.01%	3651
2025 Q3	$3.88K	Buy	167 +14	+9%	+$344	﹤0.01%	3387
2025 Q2	$3.38K	Sell	153 -19	-11%	-$416	﹤0.01%	3633
2025 Q1	$4.24K	Buy	172 +171	+17,100%	+$4.38K	﹤0.01%	2901
2024 Q4	$25	Buy	+1	New	+$26	﹤0.01%	4421
2024 Q3	–	Sell	-45	Closed	-$1.07K	–	3450
2024 Q2	$1.07K	Hold	45	–	–	﹤0.01%	2975
2024 Q1	$1.07K	Hold	45	–	–	﹤0.01%	2855
2023 Q4	$985	Hold	45	–	–	﹤0.01%	2812
2023 Q3	$1.03K	Sell	45 -11	-20%	-$258	﹤0.01%	2993
2023 Q2	$1.25K	Sell	56 -103	-65%	-$2.15K	﹤0.01%	3020
2023 Q1	$2.78K	Buy	+159	New	+$2.74K	﹤0.01%	2790

Other funds holding VTS

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

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

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

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

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return