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Waldron Private Wealth’s Vitesse Energy VTS Stock Holding History

Waldron Private Wealth’s Portfolio VTS Stock Details VTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,895
Closed -$241K – 321
2025
Q2 		$241K Hold
10,895
– – 0.01% 277
2025
Q1 		$268K Sell
10,895
-3,019
-22% -$77.3K 0.01% 257
2024
Q4 		$348K Sell
13,914
-3,679
-21% -$96.1K 0.01% 308
2024
Q3 		$423K Hold
17,593
– – 0.02% 277
2024
Q2 		$417K Sell
17,593
-4
-0% -$95 0.02% 256
2024
Q1 		$426K Sell
17,597
-891
-5% -$19.5K 0.02% 262
2023
Q4 		$405K Buy
+18,488
New +$426K 0.02% 266

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PAIM
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