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Triad Wealth Partners’s Vitesse Energy VTS Stock Holding History

Triad Wealth Partners’s Portfolio VTS Stock Details VTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8
Closed -$194 – 917
2024
Q2 		$194 Buy
+8
New +$190 ﹤0.01% 942

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GCM
GoodHaven Capital Management Millburn, New Jersey $287M AUM 9.07% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Triad Wealth Partners's VTS Position: Q3 2024 in Review

Triad Wealth Partners sold out of Vitesse Energy (VTS) in Q3 2024, closing a stake of 8 shares — an estimated $194 sold.

Triad Wealth Partners first reported a position in VTS in Q2 2024 and held it in 1 quarter. The position peaked at $194 in Q2 2024. 224 funds tracked by Wall St. Rank hold VTS as of Q3 2024.

  • Triad Wealth Partners reported no remaining Vitesse Energy position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 8 Vitesse Energy shares in Q3 2024, an estimated $194.
  • Triad Wealth Partners first reported a position in Vitesse Energy in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Vitesse Energy position peaked at $194 in Q2 2024.
  • 224 funds tracked by Wall St. Rank held Vitesse Energy as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.