Private Wealth Management Group’s Vital Energy VTLE Stock Holding History

Private Wealth Management Group’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	-219	Closed	-$3.7K	–	1549
2025 Q3	$3.7K	Hold	219	–	–	﹤0.01%	911
2025 Q2	$3.52K	Buy	+219	New	+$3.58K	﹤0.01%	899
2024 Q4	–	Sell	-86	Closed	-$2.31K	–	1582
2024 Q3	$2.31K	Buy	+86	New	+$3.18K	﹤0.01%	1008

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

Private Wealth Management Group's VTLE Position: Q4 2025 in Review

Private Wealth Management Group sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 219 shares — an estimated $3.7K sold.

Private Wealth Management Group first reported a position in VTLE in Q3 2024 and held it in 3 quarters. The position peaked at $3.7K in Q3 2025. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

Private Wealth Management Group reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
Private Wealth Management Group sold 219 Vital Energy shares in Q4 2025, an estimated $3.7K.
Private Wealth Management Group first reported a position in Vital Energy in Q3 2024 and held it in 3 quarters.
Private Wealth Management Group's Vital Energy position peaked at $3.7K in Q3 2025.
3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.