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Physician Wealth Advisors’s Vitesse Energy VTS Stock Holding History

Physician Wealth 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
Q4 		– Sell
-26
Closed -$604 – 2161
2025
Q3 		$604 Buy
+26
New +$639 ﹤0.01% 1765

Other funds holding VTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

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

Physician Wealth Advisors sold out of Vitesse Energy (VTS) in Q4 2025, closing a stake of 26 shares — an estimated $604 sold.

Physician Wealth Advisors first reported a position in VTS in Q3 2025 and held it in 1 quarter. The position peaked at $604 in Q3 2025. 238 funds tracked by Wall St. Rank hold VTS as of Q4 2025.

  • Physician Wealth Advisors reported no remaining Vitesse Energy position as of Q4 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 26 Vitesse Energy shares in Q4 2025, an estimated $604.
  • Physician Wealth Advisors first reported a position in Vitesse Energy in Q3 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's Vitesse Energy position peaked at $604 in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Vitesse Energy as of Q4 2025.

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