Plante Moran Financial Advisors’s Vital Energy VTLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-70
| Closed | -$3.19K | – | 907 |
|
|
2023
Q1 | $3.19K | Hold |
70
| – | – | ﹤0.01% | 676 |
|
|
2022
Q4 | $3.6K | Hold |
70
| – | – | ﹤0.01% | 703 |
|
|
2022
Q3 | $4K | Hold |
70
| – | – | ﹤0.01% | 740 |
|
|
2022
Q2 | $5K | Hold |
70
| – | – | ﹤0.01% | 725 |
|
|
2022
Q1 | $6K | Hold |
70
| – | – | ﹤0.01% | 666 |
|
|
2021
Q4 | $4K | Hold |
70
| – | – | ﹤0.01% | 863 |
|
|
2021
Q3 | $6K | Buy |
+70
| New | +$6K | ﹤0.01% | 771 |
|
|
2018
Q2 | – | Sell |
-2
| Closed | – | – | 979 |
|
|
2018
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1011 |
|
|
2017
Q1 | – | Sell |
-12
| Closed | -$3K | – | 1038 |
|
|
2016
Q4 | $3K | Hold |
12
| – | – | ﹤0.01% | 818 |
|
|
2016
Q3 | $3K | Hold |
12
| – | – | ﹤0.01% | 805 |
|
|
2016
Q2 | $2K | Hold |
12
| – | – | ﹤0.01% | 819 |
|
|
2016
Q1 | $2K | Buy |
+12
| New | +$2K | ﹤0.01% | 760 |
|