True Wealth Design’s Vital Energy VTLE Stock Holding History

True Wealth Design’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
2025 Q4	–	Sell	-67	Closed	-$1.13K	–	2836
2025 Q3	$1.13K	Sell	67 -17	-20%	-$287	﹤0.01%	1709
2025 Q2	$1.35K	Buy	+84	New	+$1.37K	﹤0.01%	1346

Other funds holding VTLE

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

True Wealth Design's VTLE Position: Q4 2025 in Review

True Wealth Design sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 67 shares — an estimated $1.13K sold.

True Wealth Design first reported a position in VTLE in Q2 2025 and held it in 2 quarters. The position peaked at $1.35K in Q2 2025. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

True Wealth Design reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 67 Vital Energy shares in Q4 2025, an estimated $1.13K.
True Wealth Design first reported a position in Vital Energy in Q2 2025 and held it in 2 quarters.
True Wealth Design's Vital Energy position peaked at $1.35K in Q2 2025.
3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.