Axxcess Wealth Management’s Vistra VST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Sell
6,098
-2,029
-25% -$393K 0.03% 388
2025
Q1
$954K Buy
8,127
+919
+13% +$108K 0.03% 405
2024
Q4
$994K Buy
7,208
+948
+15% +$131K 0.02% 402
2024
Q3
$742K Buy
+6,260
New +$742K 0.02% 460