Tyler-Stone Wealth Management’s Vital Energy VTLE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Sell |
26,340
-400
| -1% | -$6.44K | 0.07% | 212 |
|
|
2025
Q1 | $567K | Sell |
26,740
-6,700
| -20% | -$142K | 0.1% | 177 |
|
|
2024
Q4 | $1.03M | Buy |
33,440
+8,050
| +32% | +$249K | 0.18% | 104 |
|
|
2024
Q3 | $683K | Buy |
25,390
+14,245
| +128% | +$383K | 0.13% | 149 |
|
|
2024
Q2 | $500K | Buy |
11,145
+3,400
| +44% | +$152K | 0.21% | 95 |
|
|
2024
Q1 | $407K | Buy |
7,745
+945
| +14% | +$49.7K | 0.18% | 116 |
|
|
2023
Q4 | $309K | Buy |
6,800
+560
| +9% | +$25.5K | 0.15% | 130 |
|
|
2023
Q3 | $346K | Buy |
6,240
+960
| +18% | +$53.2K | 0.2% | 101 |
|
|
2023
Q2 | $238K | Buy |
+5,280
| New | +$238K | 0.13% | 143 |
|
|
2022
Q4 | $271K | Sell |
5,280
-100
| -2% | -$5.13K | 0.18% | 120 |
|
|
2022
Q3 | $338K | Buy |
5,380
+100
| +2% | +$6.28K | 0.26% | 85 |
|
|
2022
Q2 | $364K | Buy |
5,280
+600
| +13% | +$41.4K | 0.24% | 88 |
|
|
2022
Q1 | $370K | Buy |
4,680
+3,380
| +260% | +$267K | 0.2% | 105 |
|
|
2021
Q4 | $78K | Buy |
+1,300
| New | +$78K | 0.04% | 299 |
|