Physician Wealth Advisors’s Vital Energy VTLE Stock Holding History

Physician Wealth 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
2025 Q4	–	Sell	-134	Closed	-$2.26K	–	2160
2025 Q3	$2.26K	Hold	134	–	–	﹤0.01%	1168
2025 Q2	$2.16K	Sell	134 -61	-31%	-$997	﹤0.01%	1021
2025 Q1	$4.14K	Buy	+195	New	+$5.65K	﹤0.01%	766

Other funds holding VTLE

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Physician Wealth Advisors's VTLE Position: Q4 2025 in Review

Physician Wealth Advisors sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 134 shares — an estimated $2.26K sold.

Physician Wealth Advisors first reported a position in VTLE in Q1 2025 and held it in 3 quarters. The position peaked at $4.14K in Q1 2025. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

Physician Wealth Advisors reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
Physician Wealth Advisors sold 134 Vital Energy shares in Q4 2025, an estimated $2.26K.
Physician Wealth Advisors first reported a position in Vital Energy in Q1 2025 and held it in 3 quarters.
Physician Wealth Advisors's Vital Energy position peaked at $4.14K in Q1 2025.
3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.