Plante Moran Financial Advisors’s Vital Energy VTLE Stock Holding History

Plante Moran Financial 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
2023 Q2	–	Sell	-70	Closed	-$3.19K	–	866
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%	728
2022 Q1	$6K	Hold	70	–	–	﹤0.01%	666
2021 Q4	$4K	Hold	70	–	–	﹤0.01%	863
2021 Q3	$6K	Buy	+70	New	+$4.28K	﹤0.01%	771
2018 Q2	–	Sell	-2	Closed	–	–	981
2018 Q1	$0	Buy	+2	New	+$373	﹤0.01%	1013
2017 Q1	–	Sell	-12	Closed	-$3K	–	1040
2016 Q4	$3K	Hold	12	–	–	﹤0.01%	819
2016 Q3	$3K	Hold	12	–	–	﹤0.01%	806
2016 Q2	$2K	Hold	12	–	–	﹤0.01%	821
2016 Q1	$2K	Buy	+12	New	+$1.63K	﹤0.01%	760

Other funds holding VTLE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ancient Art Austin, Texas $489M AUM 53.42% 1-Year Est. Return

Plante Moran Financial Advisors's VTLE Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of Vital Energy (VTLE) in Q2 2023, closing a stake of 70 shares — an estimated $3.19K sold.

Plante Moran Financial Advisors first reported a position in VTLE in Q1 2016 and held it in 12 quarters. The position peaked at $6K in Q1 2022. 188 funds tracked by Wall St. Rank hold VTLE as of Q2 2023.

Plante Moran Financial Advisors reported no remaining Vital Energy position as of Q2 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 70 Vital Energy shares in Q2 2023, an estimated $3.19K.
Plante Moran Financial Advisors first reported a position in Vital Energy in Q1 2016 and held it in 12 quarters.
Plante Moran Financial Advisors's Vital Energy position peaked at $6K in Q1 2022.
188 funds tracked by Wall St. Rank held Vital Energy as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.