Institute for Wealth Management’s Vermilion Energy VET Stock Holding History

Institute for Wealth Management’s Portfolio VET Stock Details VET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-12,500	Closed	-$122K	–	565
2024 Q3	$122K	Sell	12,500 -20,000	-62%	-$203K	0.02%	538
2024 Q2	$358K	Sell	32,500 -10,000	-24%	-$119K	0.05%	354
2024 Q1	$529K	Hold	42,500	–	–	0.07%	278
2023 Q4	$513K	Hold	42,500	–	–	0.08%	261
2023 Q3	$621K	Hold	42,500	–	–	0.11%	216
2023 Q2	$529K	Sell	42,500 -350	-0.8%	-$4.32K	0.09%	255
2023 Q1	$556K	Hold	42,850	–	–	0.11%	246
2022 Q4	$758K	Sell	42,850 -50	-0.1%	-$1.02K	0.16%	177
2022 Q3	$919K	Buy	42,900 +220	+0.5%	+$5.16K	0.21%	129
2022 Q2	$813K	Buy	42,680 +180	+0.4%	+$3.75K	0.16%	165
2022 Q1	$893K	Hold	42,500	–	–	0.14%	181
2021 Q4	$535K	Hold	42,500	–	–	0.09%	273
2021 Q3	$421K	Buy	+42,500	New	+$311K	0.07%	301

Other funds holding VET

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

LAII

LM Asset (IM) Inc Vancouver, British Columbia, Canada $161M AUM 77.63% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Institute for Wealth Management's VET Position: Q4 2024 in Review

Institute for Wealth Management sold out of Vermilion Energy (VET) in Q4 2024, closing a stake of 12,500 shares — an estimated $122K sold.

Institute for Wealth Management first reported a position in VET in Q3 2021 and held it in 13 quarters. The position peaked at $919K in Q3 2022. 161 funds tracked by Wall St. Rank hold VET as of Q4 2024.

Institute for Wealth Management reported no remaining Vermilion Energy position as of Q4 2024 after selling out during the quarter.
Institute for Wealth Management sold 12,500 Vermilion Energy shares in Q4 2024, an estimated $122K.
Institute for Wealth Management first reported a position in Vermilion Energy in Q3 2021 and held it in 13 quarters.
Institute for Wealth Management's Vermilion Energy position peaked at $919K in Q3 2022.
161 funds tracked by Wall St. Rank held Vermilion Energy as of Q4 2024.

Based on Institute for Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.