Arkadios Wealth Advisors’s Vistra VST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $535K | Buy |
2,758
+669
| +32% | +$130K | 0.02% | 806 |
|
2025
Q1 | $245K | Sell |
2,089
-64
| -3% | -$7.52K | 0.01% | 974 |
|
2024
Q4 | $297K | Sell |
2,153
-3,614
| -63% | -$498K | 0.02% | 721 |
|
2024
Q3 | $684K | Buy |
+5,767
| New | +$684K | 0.04% | 430 |
|
2021
Q4 | – | Sell |
-619
| Closed | -$10K | – | 1753 |
|
2021
Q3 | $10K | Sell |
619
-7
| -1% | -$113 | ﹤0.01% | 1453 |
|
2021
Q2 | $11K | Sell |
626
-6
| -0.9% | -$105 | ﹤0.01% | 1515 |
|
2021
Q1 | $11K | Buy |
632
+9
| +1% | +$157 | ﹤0.01% | 1172 |
|
2020
Q4 | $12K | Sell |
623
-7
| -1% | -$135 | ﹤0.01% | 916 |
|
2020
Q3 | $12K | Sell |
630
-36
| -5% | -$685 | 0.01% | 714 |
|
2020
Q2 | $12.8K | Sell |
666
-102
| -13% | -$1.96K | 0.01% | 634 |
|
2020
Q1 | $12.3K | Buy |
+768
| New | +$12.3K | 0.01% | 593 |
|