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
2025 Q2	$241K	Hold
2025 Q1	$268K	Sell
2024 Q4	$348K	Sell
2024 Q3	$423K	Hold
2024 Q2	$417K	Sell
2024 Q1	$426K	Sell
2023 Q4	$405K	Buy