Wealth Enhancement Advisory Services
VTS icon

Wealth Enhancement Advisory Services’s Vitesse Energy VTS Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q3 		$252K Buy
+14,694
New +$243K ﹤0.01% 3521
2026
Q1 		– Sell
-11,174
Closed -$216K – 3882
2025
Q4 		$216K Sell
11,174
-1,401
-11% -$29.9K ﹤0.01% 3212
2025
Q3 		$292K Sell
12,575
-1,819
-13% -$44.7K ﹤0.01% 2821
2025
Q2 		$333K Buy
14,394
+2,491
+21% +$54.6K ﹤0.01% 2562
2025
Q1 		$293K Sell
11,903
-1,543
-11% -$39.5K ﹤0.01% 2465
2024
Q4 		$336K Buy
13,446
+1,848
+16% +$48.3K ﹤0.01% 2290
2024
Q3 		$279K Sell
11,598
-258
-2% -$6.37K ﹤0.01% 2228
2024
Q2 		$281K Buy
+11,856
New +$282K ﹤0.01% 2029

Other funds holding VTS

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Wealth Enhancement Advisory Services's VTS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Vitesse Energy (VTS) in Q3 2026: 14,694 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #3521 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in VTS as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in VTS in Q2 2024 and has held it in 8 quarters since. The position peaked at $336K in Q4 2024. 9 funds tracked by Wall St. Rank hold VTS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 14,694 shares of Vitesse Energy worth $252K as of Q3 2026.
  • Vitesse Energy was a new Wealth Enhancement Advisory Services position in Q3 2026.
  • Vitesse Energy made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3521 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vitesse Energy in Q2 2024 and has held it in 8 quarters since.
  • Wealth Enhancement Advisory Services's Vitesse Energy position peaked at $336K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Vitesse Energy as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.