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Inlet Private Wealth’s Vitesse Energy VTS Stock Holding History

Inlet Private Wealth’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 		$1.69M Buy
92,900
+46,649
+101% +$939K 0.43% 66
2025
Q4 		$891K Sell
46,251
-10,950
-19% -$234K 0.21% 86
2025
Q3 		$1.33M Hold
57,201
– – 0.3% 76
2025
Q2 		$1.26M Sell
57,201
-1,650
-3% -$36.1K 0.31% 79
2025
Q1 		$1.45M Sell
58,851
-800
-1% -$20.5K 0.38% 73
2024
Q4 		$1.49M Buy
59,651
+400
+0.7% +$10.4K 0.39% 72
2024
Q3 		$1.42M Buy
59,251
+3,000
+5% +$74K 0.36% 75
2024
Q2 		$1.33M Buy
56,251
+500
+0.9% +$11.9K 0.36% 72
2024
Q1 		$1.32M Buy
55,751
+1,100
+2% +$24.1K 0.37% 71
2023
Q4 		$1.2M Buy
54,651
+8,500
+18% +$196K 0.37% 70
2023
Q3 		$1.06M Buy
46,151
+34,201
+286% +$803K 0.35% 72
2023
Q2 		$268K Buy
+11,950
New +$249K 0.07% 121

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VPM
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Dimensional Fund Advisors
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PAIM
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VCM
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American Century Companies
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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