Legacy Wealth Management (Idaho)’s Vital Energy VTLE Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio VTLE Stock Details VTLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-114	Closed	-$1.93K	–	971
2025 Q3	$1.93K	Buy	114 +2	+2%	+$34	﹤0.01%	548
2025 Q2	$1.8K	Buy	112 +71	+173%	+$1.16K	﹤0.01%	530
2025 Q1	$871	Buy	41 +2	+5%	+$58	﹤0.01%	655
2024 Q4	$1.23K	Sell	39 -1	-3%	-$30	﹤0.01%	569
2024 Q3	$1.22K	Buy	+40	New	+$1.48K	﹤0.01%	530

Other funds holding VTLE

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s VTLE Position: Q4 2025 in Review

Legacy Wealth Management (Idaho) sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 114 shares — an estimated $1.93K sold.

Legacy Wealth Management (Idaho) first reported a position in VTLE in Q3 2024 and held it in 5 quarters. The position peaked at $1.93K in Q3 2025. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

Legacy Wealth Management (Idaho) reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 114 Vital Energy shares in Q4 2025, an estimated $1.93K.
Legacy Wealth Management (Idaho) first reported a position in Vital Energy in Q3 2024 and held it in 5 quarters.
Legacy Wealth Management (Idaho)'s Vital Energy position peaked at $1.93K in Q3 2025.
3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2025, filed 3 Feb 2026.