Creative Planning’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
62,513
+19,975
| +47% | +$3.87M | 0.01% | 462 |
|
|
2025
Q1 | $5M | Buy |
42,538
+908
| +2% | +$107K | ﹤0.01% | 707 |
|
|
2024
Q4 | $5.74M | Buy |
41,630
+10,578
| +34% | +$1.46M | 0.01% | 619 |
|
|
2024
Q3 | $3.68M | Buy |
31,052
+7,753
| +33% | +$919K | ﹤0.01% | 759 |
|
|
2024
Q2 | $2M | Buy |
23,299
+6,190
| +36% | +$532K | ﹤0.01% | 982 |
|
|
2024
Q1 | $1.19M | Buy |
17,109
+3,291
| +24% | +$229K | ﹤0.01% | 1221 |
|
|
2023
Q4 | $532K | Buy |
13,818
+3,166
| +30% | +$122K | ﹤0.01% | 1669 |
|
|
2023
Q3 | $353K | Buy |
+10,652
| New | +$353K | ﹤0.01% | 1796 |
|
|
2023
Q2 | – | Sell |
-100
| Closed | -$2.4K | – | 2710 |
|
|
2023
Q1 | $2.4K | Buy |
+100
| New | +$2.4K | ﹤0.01% | 2438 |
|
|
2021
Q2 | – | Sell |
-13,698
| Closed | -$242K | – | 2340 |
|
|
2021
Q1 | $242K | Buy |
13,698
+2,843
| +26% | +$50.2K | ﹤0.01% | 1912 |
|
|
2020
Q4 | $213K | Buy |
10,855
+446
| +4% | +$8.75K | ﹤0.01% | 1823 |
|
|
2020
Q3 | $196K | Buy |
+10,409
| New | +$196K | ﹤0.01% | 1663 |
|