Security National Bank’s Vitesse Energy VTS Stock Holding History

Security National Bank’s Portfolio VTS Stock Details VTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.8K	Sell	936 -36,608	-98%	-$648K	﹤0.01%	311
2026 Q1	$682K	Buy	37,544 +5,436	+17%	+$109K	0.1%	93
2025 Q4	$618K	Sell	32,108 -51,819	-62%	-$1.11M	0.09%	93
2025 Q3	$1.95M	Buy	83,927 +1,813	+2%	+$44.5K	0.3%	58
2025 Q2	$1.81M	Buy	82,114 +10,170	+14%	+$223K	0.31%	57
2025 Q1	$1.77M	Buy	71,944 +15,097	+27%	+$386K	0.33%	54
2024 Q4	$1.42M	Buy	56,847 +55,053	+3,069%	+$1.44M	0.2%	56
2024 Q3	$43.1K	Buy	1,794 +91	+5%	+$2.25K	0.01%	206
2024 Q2	$40.4K	Hold	1,703	–	–	0.01%	207
2024 Q1	$40.4K	Hold	1,703	–	–	0.01%	205
2023 Q4	$37.3K	Buy	+1,703	New	+$39.3K	0.01%	218

Other funds holding VTS

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Retirement Wealth Solutions Marshfield, Wisconsin $181M AUM 20.69% 1-Year Est. Return