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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	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