Shelton Capital Management’s Vital Energy VTLE Stock Holding History

Shelton Capital Management’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
2020 Q2	–	Sell	-770	Closed	-$6K	–	712
2020 Q1	$6K	Hold	770	–	–	﹤0.01%	649
2019 Q4	$44K	Hold	770	–	–	﹤0.01%	827
2019 Q3	$37K	Hold	770	–	–	﹤0.01%	821
2019 Q2	$45K	Buy	770 +768	+38,400%	+$46.5K	﹤0.01%	833
2019 Q1	$15.4K	Sell	2 -768	-100%	-$54.6K	0.06%	269
2018 Q4	$56K	Buy	+770	New	+$80.8K	﹤0.01%	773

Other funds holding VTLE

Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCM

SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Shelton Capital Management's VTLE Position: Q2 2020 in Review

Shelton Capital Management sold out of Vital Energy (VTLE) in Q2 2020, closing a stake of 770 shares — an estimated $6K sold.

Shelton Capital Management first reported a position in VTLE in Q4 2018 and held it in 6 quarters. The position peaked at $56K in Q4 2018. 99 funds tracked by Wall St. Rank hold VTLE as of Q2 2020.

Shelton Capital Management reported no remaining Vital Energy position as of Q2 2020 after selling out during the quarter.
Shelton Capital Management sold 770 Vital Energy shares in Q2 2020, an estimated $6K.
Shelton Capital Management first reported a position in Vital Energy in Q4 2018 and held it in 6 quarters.
Shelton Capital Management's Vital Energy position peaked at $56K in Q4 2018.
99 funds tracked by Wall St. Rank held Vital Energy as of Q2 2020.

Based on Shelton Capital Management's 13F filing for Q2 2020, filed 12 Aug 2020.