MIM

Montgomery Investment Management’s Vital Energy VTLE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-8,180	Closed	-$372K	–	92
2023 Q4	$372K	Buy	8,180 +2,050	+33%	+$93.3K	0.11%	73
2023 Q3	$340K	Buy	+6,130	New	+$340K	0.12%	72