WealthCollab’s Vital Energy VTLE Stock Holding History

WealthCollab’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
2025 Q2	–	Sell	-14	Closed	-$298	–	1021
2025 Q1	$298	Sell	14 -140	-91%	-$4.06K	﹤0.01%	898
2024 Q4	$4.76K	Buy	154 +2	+1%	+$59	﹤0.01%	604
2024 Q3	$4.09K	Buy	152 +105	+223%	+$3.89K	﹤0.01%	656
2024 Q2	$2.11K	Hold	47	–	–	﹤0.01%	747
2024 Q1	$2.47K	Sell	47 -26	-36%	-$1.21K	﹤0.01%	731
2023 Q4	$3.32K	Buy	+73	New	+$3.5K	﹤0.01%	658

Other funds holding VTLE

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

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

WealthCollab's VTLE Position: Q2 2025 in Review

WealthCollab sold out of Vital Energy (VTLE) in Q2 2025, closing a stake of 14 shares — an estimated $298 sold.

WealthCollab first reported a position in VTLE in Q4 2023 and held it in 6 quarters. The position peaked at $4.76K in Q4 2024. 218 funds tracked by Wall St. Rank hold VTLE as of Q2 2025.

WealthCollab reported no remaining Vital Energy position as of Q2 2025 after selling out during the quarter.
WealthCollab sold 14 Vital Energy shares in Q2 2025, an estimated $298.
WealthCollab first reported a position in Vital Energy in Q4 2023 and held it in 6 quarters.
WealthCollab's Vital Energy position peaked at $4.76K in Q4 2024.
218 funds tracked by Wall St. Rank held Vital Energy as of Q2 2025.

Based on WealthCollab's 13F filing for Q2 2025, filed 15 Aug 2025.