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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

VTLE holding history

Vital Energy, Inc. in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

VTLE overviewAll 13F holders of VTLEFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q4 2021
Holdings of VTLE by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−324−100.0%Sold outHolders
Q3 2025324$5.47K<0.1%−198−37.9%ReducedHolders
Q2 2025522$8.40K<0.1%+522NewHolders
Q1 20250$00.0%−111−100.0%Sold outHolders
Q4 2024111$3.43K<0.1%+85+326.9%AddedHolders
Q3 202426$699<0.1%+14+116.7%AddedHolders
Q2 202412$523<0.1%+12NewHolders
Q1 20240$00.0%−10−100.0%Sold outHolders
Q4 202310$455<0.1%00.0%UnchangedHolders
Q3 202310$554<0.1%+10NewHolders
Q1 20230$00.0%−31−100.0%Sold outHolders
Q4 202231$1.59K<0.1%00.0%UnchangedHolders
Q3 202231$2.00K<0.1%00.0%UnchangedHolders
Q2 202231$2.00K<0.1%00.0%UnchangedHolders
Q1 202231$2.00K<0.1%00.0%UnchangedHolders
Q4 202131$2.00K<0.1%–No prior filingHolders