AE Wealth Management’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.7M | Buy |
117,028
+1,079
| +0.9% | +$209K | 0.17% | 143 |
|
|
2025
Q1 | $13.6M | Buy |
115,949
+4,710
| +4% | +$553K | 0.11% | 197 |
|
|
2024
Q4 | $15.3M | Buy |
111,239
+516
| +0.5% | +$71.1K | 0.13% | 174 |
|
|
2024
Q3 | $13.1M | Buy |
+110,723
| New | +$13.1M | 0.12% | 188 |
|
|
2024
Q1 | – | Sell |
-16,929
| Closed | -$690K | – | 1973 |
|
|
2023
Q4 | $690K | Buy |
16,929
+8,859
| +110% | +$361K | ﹤0.01% | 1290 |
|
|
2023
Q3 | $268K | Buy |
+8,070
| New | +$268K | ﹤0.01% | 1658 |
|
|
2023
Q1 | – | Sell |
-11,426
| Closed | -$265K | – | 2003 |
|
|
2022
Q4 | $265K | Buy |
11,426
+1,018
| +10% | +$23.6K | ﹤0.01% | 1555 |
|
|
2022
Q3 | $219K | Buy |
+10,408
| New | +$219K | ﹤0.01% | 1584 |
|