Ownership history in Focus Partners Wealth · 5 quarters on record
This page tracks every 13F SEC filing in which Focus Partners Wealth reported a position in VITAL ENERGY INC (VTLE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 27,174 | -1,796 | -6.2% | 0.00% | $459K | — |
| 2025 Q2 | ADDED | 28,970 | +953 | +3.4% | 0.00% | $466K | — |
| 2025 Q1 | REDUCED | 28,017 | -498 | -1.7% | 0.00% | $595K | — |
| 2024 Q4 | ADDED | 28,515 | +1,515 | +5.6% | 0.00% | $882K | — |
| 2024 Q3 | INITIATED | 27,000 | — | — | 0.00% | $726K | — |