JFG
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JDM Financial Group’s Vitesse Energy VTS Stock Holding History

JDM Financial Group’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
2025
Q1 		– Sell
-17
Closed -$425 – 344
2024
Q4 		$425 Hold
17
– – ﹤0.01% 328
2024
Q3 		$408 Hold
17
– – ﹤0.01% 392
2024
Q2 		$403 Hold
17
– – ﹤0.01% 220
2024
Q1 		$403 Hold
17
– – ﹤0.01% 210
2023
Q4 		$372 Hold
17
– – ﹤0.01% 207
2023
Q3 		$389 Hold
17
– – ﹤0.01% 206
2023
Q2 		$381 Buy
+17
New +$355 ﹤0.01% 208

Other funds holding VTS

FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
GCM
GoodHaven Capital Management Millburn, New Jersey $287M AUM 9.07% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JDM Financial Group's VTS Position: Q1 2025 in Review

JDM Financial Group sold out of Vitesse Energy (VTS) in Q1 2025, closing a stake of 17 shares — an estimated $425 sold.

JDM Financial Group first reported a position in VTS in Q2 2023 and held it in 7 quarters. The position peaked at $425 in Q4 2024. 248 funds tracked by Wall St. Rank hold VTS as of Q1 2025.

  • JDM Financial Group reported no remaining Vitesse Energy position as of Q1 2025 after selling out during the quarter.
  • JDM Financial Group sold 17 Vitesse Energy shares in Q1 2025, an estimated $425.
  • JDM Financial Group first reported a position in Vitesse Energy in Q2 2023 and held it in 7 quarters.
  • JDM Financial Group's Vitesse Energy position peaked at $425 in Q4 2024.
  • 248 funds tracked by Wall St. Rank held Vitesse Energy as of Q1 2025.

Based on JDM Financial Group's 13F filing for Q1 2025, filed 15 May 2025.