Asset Planning Inc’s Vistra VST Stock Holding History

Asset Planning Inc’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	$23.8K	Buy	150 +100	+200%	+$15.5K	0.02%	202
2026 Q1	$7.53K	Sell	50 -50	-50%	-$8.09K	0.01%	244
2025 Q4	$19.6K	Hold	100	–	–	0.01%	205
2025 Q3	$19.6K	Buy	+100	New	+$19.8K	0.01%	208

Other funds holding VST

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Asset Planning Inc's VST Position: Q2 2026 in Review

Asset Planning Inc increased its Vistra (VST) stake by 200% in Q2 2026, buying an estimated $15.5K and bringing the position to 150 shares worth $23.8K. The position accounts for 0.02% of the portfolio, ranked #202.

Asset Planning Inc first reported a position in VST in Q3 2025 and has held it in 4 quarters since. 1,402 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Asset Planning Inc held 150 shares of Vistra worth $23.8K as of Q2 2026.
Asset Planning Inc bought 100 Vistra shares in Q2 2026, an estimated $15.5K.
Vistra made up 0.02% of Asset Planning Inc's portfolio in Q2 2026, its #202 holding.
Asset Planning Inc first reported a position in Vistra in Q3 2025 and has held it in 4 quarters since.
1,402 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.