Western Wealth Management’s Vital Energy VTLE Stock Holding History

Western Wealth Management’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 Q4	–	Sell	-17,326	Closed	-$293K	–	856
2025 Q3	$293K	Buy	17,326 +500	+3%	+$8.45K	0.02%	603
2025 Q2	$271K	Buy	16,826 +3,135	+23%	+$51.3K	0.02%	585
2025 Q1	$291K	Buy	13,691 +3,366	+33%	+$97.6K	0.02%	540
2024 Q4	$319K	Buy	+10,325	New	+$306K	0.02%	503

Other funds holding VTLE

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Western Wealth Management's VTLE Position: Q4 2025 in Review

Western Wealth Management sold out of Vital Energy (VTLE) in Q4 2025, closing a stake of 17,326 shares — an estimated $293K sold.

Western Wealth Management first reported a position in VTLE in Q4 2024 and held it in 4 quarters. The position peaked at $319K in Q4 2024. 3 funds tracked by Wall St. Rank hold VTLE as of Q4 2025.

Western Wealth Management reported no remaining Vital Energy position as of Q4 2025 after selling out during the quarter.
Western Wealth Management sold 17,326 Vital Energy shares in Q4 2025, an estimated $293K.
Western Wealth Management first reported a position in Vital Energy in Q4 2024 and held it in 4 quarters.
Western Wealth Management's Vital Energy position peaked at $319K in Q4 2024.
3 funds tracked by Wall St. Rank held Vital Energy as of Q4 2025.

Based on Western Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.