Castle Rock Wealth Management’s Vistra VST Stock Holding History

Castle Rock Wealth Management’s Portfolio VST Stock Details VST Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$290K	Sell
2025 Q3	$2.28M	Buy
2025 Q2	$2.07M	Buy
2025 Q1	$499K	Buy
2024 Q4	$684K	Buy