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Mark Sheptoff Financial Planning’s Vital Farms VITL Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio VITL Stock Details VITL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,200
Closed -$571K – 460
2024
Q2 		$571K Hold
12,200
– – 0.32% 53
2024
Q1 		$284K Buy
+12,200
New +$213K 0.16% 77

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DCM
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William Blair Investment Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mark Sheptoff Financial Planning's VITL Position: Q3 2024 in Review

Mark Sheptoff Financial Planning sold out of Vital Farms (VITL) in Q3 2024, closing a stake of 12,200 shares — an estimated $571K sold.

Mark Sheptoff Financial Planning first reported a position in VITL in Q1 2024 and held it in 2 quarters. The position peaked at $571K in Q2 2024. 248 funds tracked by Wall St. Rank hold VITL as of Q3 2024.

  • Mark Sheptoff Financial Planning reported no remaining Vital Farms position as of Q3 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 12,200 Vital Farms shares in Q3 2024, an estimated $571K.
  • Mark Sheptoff Financial Planning first reported a position in Vital Farms in Q1 2024 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Vital Farms position peaked at $571K in Q2 2024.
  • 248 funds tracked by Wall St. Rank held Vital Farms as of Q3 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2024, filed 14 Nov 2024.