Rothschild Investment LLC’s Vital Energy VTLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69K | Buy |
105
+75
| +250% | +$1.21K | ﹤0.01% | 2173 |
|
|
2025
Q1 | $637 | Sell |
30
-5
| -14% | -$106 | ﹤0.01% | 2539 |
|
|
2024
Q4 | $1.08K | Buy |
35
+10
| +40% | +$309 | ﹤0.01% | 2168 |
|
|
2024
Q3 | $673 | Buy |
+25
| New | +$673 | ﹤0.01% | 2385 |
|
|
2023
Q1 | – | Sell |
-5,640
| Closed | -$290K | – | 499 |
|
|
2022
Q4 | $290K | Sell |
5,640
-1,170
| -17% | -$60.2K | 0.03% | 379 |
|
|
2022
Q3 | $428K | Sell |
6,810
-620
| -8% | -$39K | 0.04% | 303 |
|
|
2022
Q2 | $512K | Buy |
+7,430
| New | +$512K | 0.05% | 291 |
|
|
2015
Q3 | – | Sell |
-1,135
| Closed | -$286K | – | 515 |
|
|
2015
Q2 | $286K | Sell |
1,135
-73
| -6% | -$18.4K | 0.03% | 393 |
|
|
2015
Q1 | $315K | Buy |
1,208
+105
| +10% | +$27.4K | 0.04% | 374 |
|
|
2014
Q4 | $228K | Buy |
1,103
+153
| +16% | +$31.6K | 0.03% | 436 |
|
|
2014
Q3 | $426K | Buy |
950
+365
| +62% | +$164K | 0.05% | 324 |
|
|
2014
Q2 | $362K | Buy |
585
+152
| +35% | +$94.1K | 0.05% | 314 |
|
|
2014
Q1 | $224K | Buy |
+433
| New | +$224K | 0.03% | 369 |
|