Confluence Wealth Services’s Vistra VST Stock Holding History

Confluence Wealth Services’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
2025 Q2	$562K	Hold
2025 Q1	$348K	Sell
2024 Q4	$559K	Buy
2024 Q3	$344K	Sell
2024 Q2	$267K	Buy
2024 Q1	$202K	Buy
2022 Q1	–	Sell
2021 Q4	$11K	Buy