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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-10,769	Closed	-$207K	–	2245
2025 Q4	$207K	Buy	10,769 +212	+2%	+$4.53K	﹤0.01%	1706
2025 Q3	$247K	Buy	10,557 +35	+0.3%	+$860	﹤0.01%	1587
2025 Q2	$234K	Buy	10,522 +557	+6%	+$12.2K	﹤0.01%	1551
2025 Q1	$245K	Sell	9,965 -1,055	-10%	-$27K	﹤0.01%	1430
2024 Q4	$275K	Sell	11,020 -544	-5%	-$14.2K	﹤0.01%	1375
2024 Q3	$278K	Buy	11,564 +2,048	+22%	+$50.5K	﹤0.01%	1378
2024 Q2	$201K	Sell	9,516 -2,742	-22%	-$65.2K	﹤0.01%	1457
2024 Q1	$291K	Buy	+12,258	New	+$269K	0.01%	1277
2023 Q4	–	Sell	-11,159	Closed	-$255K	–	1634
2023 Q3	$255K	Sell	11,159 -279	-2%	-$6.55K	0.01%	1182
2023 Q2	$256K	Sell	11,438 -1,549	-12%	-$32.3K	0.01%	1216
2023 Q1	$247K	Buy	+12,987	New	+$224K	0.01%	1216