Abound Wealth Management’s Vistra VST Stock Holding History

Abound Wealth Management’s Portfolio VST Stock Details VST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-34	Closed	-$5.11K	–	1583
2026 Q1	$5.11K	Sell	34 -4	-11%	-$647	﹤0.01%	722
2025 Q4	$6.1K	Buy	38 +1	+3%	+$182	﹤0.01%	623
2025 Q3	$7.17K	Sell	37 -8	-18%	-$1.58K	﹤0.01%	562
2025 Q2	$8.72K	Sell	45 -1	-2%	-$148	﹤0.01%	469
2025 Q1	$5.4K	Hold	46	–	–	﹤0.01%	516
2024 Q4	$6.34K	Buy	46 +9	+24%	+$1.25K	﹤0.01%	480
2024 Q3	$4.39K	Buy	+37	New	+$3.14K	﹤0.01%	569
2022 Q4	–	Sell	-2	Closed	-$43	–	787
2022 Q3	$43	Buy	+2	New	+$48	﹤0.01%	731

Other funds holding VST

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Haven Capital Group Westlake Village, California $125M AUM 29.36% 1-Year Est. Return