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
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

FRGX
First Reserve GP XIII Stamford, Connecticut $52.9M AUM 17.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Wealth Enhancement Advisory Services's VTS Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Vitesse Energy (VTS) in Q1 2026, closing a stake of 11,174 shares — an estimated $216K sold.

Wealth Enhancement Advisory Services first reported a position in VTS in Q2 2024 and held it in 7 quarters. The position peaked at $336K in Q4 2024. 232 funds tracked by Wall St. Rank hold VTS as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Vitesse Energy position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 11,174 Vitesse Energy shares in Q1 2026, an estimated $216K.
  • Wealth Enhancement Advisory Services first reported a position in Vitesse Energy in Q2 2024 and held it in 7 quarters.
  • Wealth Enhancement Advisory Services's Vitesse Energy position peaked at $336K in Q4 2024.
  • 232 funds tracked by Wall St. Rank held Vitesse Energy as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.