Vanguard Personalized Indexing Management’s Vitesse Energy VTS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$234K Buy
10,522
+557
+6% +$12.4K ﹤0.01% 1551
2025
Q1
$245K Sell
9,965
-1,055
-10% -$25.9K ﹤0.01% 1430
2024
Q4
$275K Sell
11,020
-544
-5% -$13.6K ﹤0.01% 1375
2024
Q3
$278K Buy
11,564
+2,048
+22% +$49.2K ﹤0.01% 1378
2024
Q2
$201K Sell
9,516
-2,742
-22% -$57.8K ﹤0.01% 1457
2024
Q1
$291K Buy
+12,258
New +$291K 0.01% 1277
2023
Q4
Sell
-11,159
Closed -$255K 1634
2023
Q3
$255K Sell
11,159
-279
-2% -$6.39K 0.01% 1182
2023
Q2
$256K Sell
11,438
-1,549
-12% -$34.7K 0.01% 1216
2023
Q1
$247K Buy
+12,987
New +$247K 0.01% 1216