OneDigital Investment Advisors’s Vital Energy VTLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
19,431
+349
| +2% | +$5.62K | ﹤0.01% | 1140 |
|
|
2025
Q1 | $405K | Sell |
19,082
-1,969
| -9% | -$41.8K | ﹤0.01% | 941 |
|
|
2024
Q4 | $651K | Buy |
21,051
+3,874
| +23% | +$120K | 0.01% | 786 |
|
|
2024
Q3 | $462K | Sell |
17,177
-5,221
| -23% | -$140K | 0.01% | 967 |
|
|
2024
Q2 | $1M | Buy |
22,398
+10,841
| +94% | +$486K | 0.01% | 620 |
|
|
2024
Q1 | $607K | Buy |
11,557
+1,121
| +11% | +$58.9K | 0.01% | 675 |
|
|
2023
Q4 | $475K | Sell |
10,436
-201
| -2% | -$9.14K | 0.01% | 735 |
|
|
2023
Q3 | $590K | Buy |
10,637
+106
| +1% | +$5.88K | 0.01% | 583 |
|
|
2023
Q2 | $475K | Buy |
+10,531
| New | +$475K | 0.01% | 663 |
|