Avantax Advisory Services’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Buy |
19,523
+2,285
| +13% | +$443K | 0.02% | 546 |
|
|
2025
Q1 | $2.02M | Buy |
17,238
+229
| +1% | +$26.9K | 0.01% | 735 |
|
|
2024
Q4 | $2.35M | Buy |
17,009
+340
| +2% | +$46.9K | 0.01% | 646 |
|
|
2024
Q3 | $1.98M | Buy |
16,669
+1,707
| +11% | +$202K | 0.01% | 703 |
|
|
2024
Q2 | $1.29M | Buy |
14,962
+4,881
| +48% | +$420K | 0.01% | 858 |
|
|
2024
Q1 | $702K | Buy |
+10,081
| New | +$702K | 0.01% | 893 |
|