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LGT Financial Advisors’s Vitesse Energy VTS Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-7
Closed -$175 – 719
2024
Q4 		$175 Hold
7
– – ﹤0.01% 703
2024
Q3 		$168 Hold
7
– – ﹤0.01% 686
2024
Q2 		$166 Hold
7
– – ﹤0.01% 759
2024
Q1 		$166 Hold
7
– – ﹤0.01% 773
2023
Q4 		$153 Hold
7
– – ﹤0.01% 828
2023
Q3 		$160 Buy
+7
New +$164 ﹤0.01% 924

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

LGT Financial Advisors's VTS Position: Q1 2025 in Review

LGT Financial Advisors sold out of Vitesse Energy (VTS) in Q1 2025, closing a stake of 7 shares — an estimated $175 sold.

LGT Financial Advisors first reported a position in VTS in Q3 2023 and held it in 6 quarters. The position peaked at $175 in Q4 2024. 248 funds tracked by Wall St. Rank hold VTS as of Q1 2025.

  • LGT Financial Advisors reported no remaining Vitesse Energy position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 7 Vitesse Energy shares in Q1 2025, an estimated $175.
  • LGT Financial Advisors first reported a position in Vitesse Energy in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Vitesse Energy position peaked at $175 in Q4 2024.
  • 248 funds tracked by Wall St. Rank held Vitesse Energy as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.