RAFFA WEALTH MANAGEMENT, LLC’s Vital Energy VTLE Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2022 Q4	–	Sell	-22	Closed	-$1.38K	–	1161
2022 Q3	$1.38K	Hold	22	–	–	﹤0.01%	702
2022 Q2	$1.52K	Hold	22	–	–	﹤0.01%	682
2022 Q1	$1.74K	Hold	22	–	–	﹤0.01%	678
2021 Q4	$1.32K	Hold	22	–	–	﹤0.01%	779
2021 Q3	$1.78K	Hold	22	–	–	﹤0.01%	653
2021 Q2	$2.04K	Hold	22	–	–	﹤0.01%	616
2021 Q1	$661	Hold	22	–	–	﹤0.01%	985
2020 Q4	$433	Hold	22	–	–	﹤0.01%	874
2020 Q3	$216	Sell	22 -5	-19%	-$70	﹤0.01%	873
2020 Q2	$374	Sell	27 -1	-4%	-$16	﹤0.01%	848
2020 Q1	$209	Buy	+28	New	+$812	﹤0.01%	833
2014 Q4	–	Sell	-29	Closed	-$12.8K	–	758
2014 Q3	$12.8K	Buy	+29	New	+$14.8K	0.01%	130

Other funds holding VTLE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's VTLE Position: Q4 2022 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Vital Energy (VTLE) in Q4 2022, closing a stake of 22 shares — an estimated $1.38K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VTLE in Q3 2014 and held it in 12 quarters. The position peaked at $12.8K in Q3 2014. 173 funds tracked by Wall St. Rank hold VTLE as of Q4 2022.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Vital Energy position as of Q4 2022 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 22 Vital Energy shares in Q4 2022, an estimated $1.38K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vital Energy in Q3 2014 and held it in 12 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Vital Energy position peaked at $12.8K in Q3 2014.
173 funds tracked by Wall St. Rank held Vital Energy as of Q4 2022.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2022, filed 27 Jul 2026.