Sageworth Trust Company of South Dakota’s Vital Energy VTLE Stock Holding History

Sageworth Trust Company of South Dakota’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	-18	Closed	-$820	–	206
2023 Q1	$820	Hold	18	–	–	﹤0.01%	223
2022 Q4	$1K	Hold	18	–	–	﹤0.01%	245
2022 Q3	$1K	Sell	18 -5	-22%	-$356	﹤0.01%	238
2022 Q2	$2K	Sell	23 -4	-15%	-$321	﹤0.01%	410
2022 Q1	$2K	Hold	27	–	–	﹤0.01%	443
2021 Q4	$2K	Buy	+27	New	+$1.91K	﹤0.01%	658

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 $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

Sageworth Trust Company of South Dakota's VTLE Position: Q2 2023 in Review

Sageworth Trust Company of South Dakota sold out of Vital Energy (VTLE) in Q2 2023, closing a stake of 18 shares — an estimated $820 sold.

Sageworth Trust Company of South Dakota first reported a position in VTLE in Q4 2021 and held it in 6 quarters. The position peaked at $2K in Q2 2022. 188 funds tracked by Wall St. Rank hold VTLE as of Q2 2023.

Sageworth Trust Company of South Dakota reported no remaining Vital Energy position as of Q2 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 18 Vital Energy shares in Q2 2023, an estimated $820.
Sageworth Trust Company of South Dakota first reported a position in Vital Energy in Q4 2021 and held it in 6 quarters.
Sageworth Trust Company of South Dakota's Vital Energy position peaked at $2K in Q2 2022.
188 funds tracked by Wall St. Rank held Vital Energy as of Q2 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q2 2023, filed 3 Aug 2023.