TFA
Toth Financial Advisory’s Vital Energy VTLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-730
| Closed | -$50K | – | 798 |
|
|
2022
Q2 | $50K | Sell |
730
-12,120
| -94% | -$830K | 0.01% | 272 |
|
|
2022
Q1 | $1.02M | Hold |
12,850
| – | – | 0.15% | 117 |
|
|
2021
Q4 | $773K | Hold |
12,850
| – | – | 0.11% | 146 |
|
|
2021
Q3 | $1.04M | Buy |
+12,850
| New | +$1.04M | 0.16% | 113 |
|