LFA
VTLE

LGT Financial Advisors’s Vital Energy VTLE Stock Holding History

LGT Financial Advisors’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
2024
Q4 		– Sell
-524
Closed -$14.1K – 776
2024
Q3 		$14.1K Buy
+524
New +$19.4K 0.03% 351
2024
Q2 		– Sell
-104
Closed -$5.46K – 867
2024
Q1 		$5.46K Buy
+104
New +$4.83K 0.01% 608
2023
Q4 		– Sell
-93
Closed -$5.15K – 992
2023
Q3 		$5.15K Buy
+93
New +$4.99K 0.01% 612

Other funds holding VTLE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CM
Condire Management Dallas, Texas $1.03B AUM 162.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LGT Financial Advisors's VTLE Position: Q4 2024 in Review

LGT Financial Advisors sold out of Vital Energy (VTLE) in Q4 2024, closing a stake of 524 shares — an estimated $14.1K sold.

LGT Financial Advisors first reported a position in VTLE in Q3 2023 and held it in 3 quarters. The position peaked at $14.1K in Q3 2024. 230 funds tracked by Wall St. Rank hold VTLE as of Q4 2024.

  • LGT Financial Advisors reported no remaining Vital Energy position as of Q4 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 524 Vital Energy shares in Q4 2024, an estimated $14.1K.
  • LGT Financial Advisors first reported a position in Vital Energy in Q3 2023 and held it in 3 quarters.
  • LGT Financial Advisors's Vital Energy position peaked at $14.1K in Q3 2024.
  • 230 funds tracked by Wall St. Rank held Vital Energy as of Q4 2024.

Based on LGT Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.