Steward Partners Investment Advisory’s Vital Farms VITL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.66K | Buy |
43
+19
| +79% | +$732 | ﹤0.01% | 3775 |
|
2025
Q1 | $731 | Hold |
24
| – | – | ﹤0.01% | 3816 |
|
2024
Q4 | $905 | Buy |
+24
| New | +$905 | ﹤0.01% | 3774 |
|
2024
Q2 | – | Sell |
-1
| Closed | -$23 | – | 3727 |
|
2024
Q1 | $23 | Buy |
+1
| New | +$23 | ﹤0.01% | 3543 |
|
2023
Q3 | – | Sell |
-122
| Closed | -$1.46K | – | 3450 |
|
2023
Q2 | $1.46K | Hold |
122
| – | – | ﹤0.01% | 3082 |
|
2023
Q1 | $1.87K | Buy |
+122
| New | +$1.87K | ﹤0.01% | 3032 |
|