Atria Wealth Solutions’s Vistra VST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$663K Sell
3,420
-5,236
-60% -$1.01M 0.02% 804
2025
Q1
$1.02M Sell
8,656
-4,443
-34% -$522K 0.01% 882
2024
Q4
$1.81M Buy
+13,099
New +$1.81M 0.02% 678
2024
Q2
Sell
-6,869
Closed -$479K 2046
2024
Q1
$479K Buy
+6,869
New +$479K 0.01% 1284
2022
Q2
Sell
-13,468
Closed -$313K 1867
2022
Q1
$313K Buy
+13,468
New +$313K 0.01% 1294