Sequoia Financial Advisors’s Vitesse Energy VTS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,743
Closed -$264K 1606
2025
Q1
$264K Sell
10,743
-829
-7% -$20.4K ﹤0.01% 1108
2024
Q4
$289K Sell
11,572
-42
-0.4% -$1.05K ﹤0.01% 1030
2024
Q3
$279K Buy
+11,614
New +$279K ﹤0.01% 1000