Integrated Wealth Concepts’s Vital Energy VTLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,811
| Closed | -$211K | – | 1835 |
|
|
2024
Q4 | $211K | Buy |
+6,811
| New | +$211K | ﹤0.01% | 1578 |
|
|
2024
Q3 | – | Sell |
-8,256
| Closed | -$370K | – | 1739 |
|
|
2024
Q2 | $370K | Buy |
8,256
+76
| +0.9% | +$3.41K | 0.01% | 1192 |
|
|
2024
Q1 | $430K | Sell |
8,180
-2,300
| -22% | -$121K | 0.01% | 1121 |
|
|
2023
Q4 | $477K | Buy |
10,480
+300
| +3% | +$13.6K | 0.01% | 1018 |
|
|
2023
Q3 | $564K | Buy |
10,180
+600
| +6% | +$33.3K | 0.01% | 928 |
|
|
2023
Q2 | $433K | Buy |
9,580
+1,250
| +15% | +$56.4K | 0.01% | 1050 |
|
|
2023
Q1 | $379K | Buy |
+8,330
| New | +$379K | 0.01% | 959 |
|