Toth Financial Advisory’s Viper Energy VNOM Stock Holding History

Toth Financial Advisory’s Portfolio VNOM Stock Details VNOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.7K	Hold	40	–	–	﹤0.01%	763
2026 Q1	$1.88K	Buy	+40	New	+$1.72K	﹤0.01%	725
2025 Q4	–	Sell	-40	Closed	-$1.53K	–	992
2025 Q3	$1.53K	Hold	40	–	–	﹤0.01%	718
2025 Q2	$1.53K	Buy	+40	New	+$1.62K	﹤0.01%	673
2024 Q4	–	Sell	-140	Closed	-$6.32K	–	756
2024 Q3	$6.32K	Hold	140	–	–	﹤0.01%	499
2024 Q2	$5.25K	Buy	140 +40	+40%	+$1.52K	﹤0.01%	522
2024 Q1	$3.85K	Hold	100	–	–	﹤0.01%	548
2023 Q4	$3.14K	Hold	100	–	–	﹤0.01%	572
2023 Q3	$2.79K	Hold	100	–	–	﹤0.01%	602
2023 Q2	$2.68K	Hold	100	–	–	﹤0.01%	612
2023 Q1	$2.8K	Buy	100 +50	+100%	+$1.5K	﹤0.01%	612
2022 Q4	$1.59K	Buy	+50	New	+$1.61K	﹤0.01%	615
2021 Q3	–	Sell	-150	Closed	-$3K	–	803
2021 Q2	$3K	Buy	+150	New	+$2.69K	﹤0.01%	569

Other funds holding VNOM

Hatch Cove Capital Chicago, Illinois $225M AUM

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return