CreativeOne Wealth’s Vistra VST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.57M Buy
8,075
+3,548
+78% +$688K 0.04% 408
2025
Q1
$532K Sell
4,527
-4,004
-47% -$470K 0.02% 669
2024
Q4
$1.18M Buy
8,531
+5,042
+145% +$695K 0.04% 420
2024
Q3
$414K Buy
3,489
+767
+28% +$90.9K 0.01% 690
2024
Q2
$234K Sell
2,722
-364
-12% -$31.3K 0.01% 680
2024
Q1
$215K Buy
+3,086
New +$215K 0.01% 823