Lafayette Investments’s Vitesse Energy VTS Stock Holding History

Lafayette Investments’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 Q1	$300K	Sell	16,497 -1,016	-6%	-$20.5K	0.06%	128
2025 Q4	$337K	Sell	17,513 -140	-0.8%	-$2.99K	0.06%	124
2025 Q3	$410K	Sell	17,653 -692	-4%	-$17K	0.08%	109
2025 Q2	$405K	Sell	18,345 -231	-1%	-$5.06K	0.08%	106
2025 Q1	$457K	Sell	18,576 -518	-3%	-$13.3K	0.1%	96
2024 Q4	$477K	Sell	19,094 -166	-0.9%	-$4.34K	0.1%	92
2024 Q3	$463K	Sell	19,260 -76	-0.4%	-$1.88K	0.1%	92
2024 Q2	$458K	Sell	19,336 -90	-0.5%	-$2.14K	0.1%	89
2024 Q1	$461K	Sell	19,426 -1,220	-6%	-$26.8K	0.1%	89
2023 Q4	$452K	Sell	20,646 -881	-4%	-$20.3K	0.11%	85
2023 Q3	$493K	Sell	21,527 -845	-4%	-$19.8K	0.13%	80
2023 Q2	$501K	Sell	22,372 -248	-1%	-$5.17K	0.13%	80
2023 Q1	$430K	Buy	+22,620	New	+$390K	0.12%	85

Other funds holding VTS

First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return