Bell Investment Advisors’s Vistra VST Stock Holding History

Bell Investment Advisors’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 Q1	$13.1K	Buy	87 +6	+7%	+$971	﹤0.01%	589
2025 Q4	$13.1K	Sell	81 -3	-4%	-$546	﹤0.01%	593
2025 Q3	$16.5K	Sell	84 -73	-46%	-$14.5K	﹤0.01%	466
2025 Q2	$30.4K	Buy	157 +26	+20%	+$3.85K	0.01%	324
2025 Q1	$15.4K	Hold	131	–	–	﹤0.01%	463
2024 Q4	$18.1K	Buy	131 +19	+17%	+$2.64K	﹤0.01%	419
2024 Q3	$13.3K	Buy	112 +47	+72%	+$3.99K	﹤0.01%	520
2024 Q2	$5.59K	Buy	65 +11	+20%	+$921	﹤0.01%	866
2024 Q1	$3.76K	Buy	54 +32	+145%	+$1.58K	﹤0.01%	1065
2023 Q4	$848	Hold	22	–	–	﹤0.01%	1630
2023 Q3	$730	Sell	22 -89	-80%	-$2.67K	﹤0.01%	1657
2023 Q2	$2.91K	Sell	111 -22	-17%	-$538	﹤0.01%	1105
2023 Q1	$3.19K	Buy	133 +23	+21%	+$533	﹤0.01%	1012
2022 Q4	$2.55K	Hold	110	–	–	﹤0.01%	1157
2022 Q3	$2K	Buy	110 +21	+24%	+$508	﹤0.01%	1245
2022 Q2	$2K	Buy	+89	New	+$2.2K	﹤0.01%	1254
2021 Q4	$2K	Sell	89 -28	-24%	-$561	﹤0.01%	1255
2021 Q3	$2K	Buy	+117	New	+$2.16K	﹤0.01%	1181

Other funds holding VST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return