Institute for Wealth Management’s Vermilion Energy VET Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-12,500
| Closed | -$122K | – | 563 |
|
2024
Q3 | $122K | Sell |
12,500
-20,000
| -62% | -$195K | 0.02% | 538 |
|
2024
Q2 | $358K | Sell |
32,500
-10,000
| -24% | -$110K | 0.05% | 354 |
|
2024
Q1 | $529K | Hold |
42,500
| – | – | 0.07% | 274 |
|
2023
Q4 | $513K | Hold |
42,500
| – | – | 0.08% | 258 |
|
2023
Q3 | $621K | Hold |
42,500
| – | – | 0.11% | 213 |
|
2023
Q2 | $529K | Sell |
42,500
-350
| -0.8% | -$4.36K | 0.09% | 249 |
|
2023
Q1 | $556K | Hold |
42,850
| – | – | 0.11% | 241 |
|
2022
Q4 | $758K | Sell |
42,850
-50
| -0.1% | -$885 | 0.16% | 171 |
|
2022
Q3 | $919K | Buy |
42,900
+220
| +0.5% | +$4.71K | 0.21% | 129 |
|
2022
Q2 | $813K | Buy |
42,680
+180
| +0.4% | +$3.43K | 0.16% | 163 |
|
2022
Q1 | $893K | Hold |
42,500
| – | – | 0.14% | 178 |
|
2021
Q4 | $535K | Hold |
42,500
| – | – | 0.09% | 273 |
|
2021
Q3 | $421K | Buy |
+42,500
| New | +$421K | 0.07% | 299 |
|