CRWM
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Castle Rock Wealth Management’s Vistra VST Stock Holding History

Castle Rock Wealth Management’s Portfolio VST Stock Details VST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.07M Buy
11,002
+6,896
+168% +$1.3M 0.48% 51
2025
Q1 		$499K Buy
4,106
+28
+0.7% +$3.4K 0.13% 142
2024
Q4 		$684K Buy
+4,078
New +$684K 0.16% 129