JFS Wealth Advisors’s Vitesse Energy VTS Stock Holding History

JFS Wealth Advisors’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 Q2	$395	Hold	25	–	–	﹤0.01%	2005
2026 Q1	$454	Hold	25	–	–	﹤0.01%	1778
2025 Q4	$482	Hold	25	–	–	﹤0.01%	1809
2025 Q3	$581	Hold	25	–	–	﹤0.01%	1735
2025 Q2	$553	Hold	25	–	–	﹤0.01%	1682
2025 Q1	$615	Hold	25	–	–	﹤0.01%	1744
2024 Q4	$625	Hold	25	–	–	﹤0.01%	1755
2024 Q3	$601	Hold	25	–	–	﹤0.01%	1773
2024 Q2	$593	Hold	25	–	–	﹤0.01%	1781
2024 Q1	$594	Hold	25	–	–	﹤0.01%	1757
2023 Q4	$548	Hold	25	–	–	﹤0.01%	1786
2023 Q3	$573	Hold	25	–	–	﹤0.01%	1722
2023 Q2	$560	Hold	25	–	–	﹤0.01%	1740
2023 Q1	$476	Buy	+25	New	+$431	﹤0.01%	1726

Other funds holding VTS

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return