Bogart Wealth LLC’s Vistra VST Stock Holding History

Bogart Wealth LLC’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	$7.77K	Buy	49 +16	+48%	+$2.48K	﹤0.01%	1071
2026 Q1	$4.96K	Buy	33 +18	+120%	+$2.91K	﹤0.01%	1067
2025 Q4	$2.42K	Sell	15 -15	-50%	-$2.73K	﹤0.01%	1147
2025 Q3	$5.88K	Buy	30 +22	+275%	+$4.36K	﹤0.01%	941
2025 Q2	$1.55K	Sell	8 -31	-79%	-$4.59K	﹤0.01%	1149
2025 Q1	$4.58K	Sell	39 -8	-17%	-$1.2K	﹤0.01%	917
2024 Q4	$6.48K	Buy	+47	New	+$6.53K	﹤0.01%	829

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's VST Position: Q2 2026 in Review

Bogart Wealth LLC increased its Vistra (VST) stake by 48% in Q2 2026, buying an estimated $2.48K and bringing the position to 49 shares worth $7.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Bogart Wealth LLC first reported a position in VST in Q4 2024 and has held it in 7 quarters since. 1,412 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Bogart Wealth LLC held 49 shares of Vistra worth $7.77K as of Q2 2026.
Bogart Wealth LLC bought 16 Vistra shares in Q2 2026, an estimated $2.48K.
Vistra made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1071 holding.
Bogart Wealth LLC first reported a position in Vistra in Q4 2024 and has held it in 7 quarters since.
1,412 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.