AO
Advisor OS’s Vistra VST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
+1,427
| New | +$277K | 0.03% | 369 |
|
|
2024
Q4 | – | Sell |
-3,851
| Closed | -$456K | – | 453 |
|
|
2024
Q3 | $456K | Buy |
3,851
+390
| +11% | +$46.2K | 0.05% | 261 |
|
|
2024
Q2 | $298K | Sell |
3,461
-201
| -5% | -$17.3K | 0.03% | 306 |
|
|
2024
Q1 | $255K | Buy |
+3,662
| New | +$255K | 0.03% | 335 |
|