Crestwood Advisors Group’s Vistra VST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$230K	Buy	+1,185	New	+$230K	﹤0.01%	492
2025 Q1	–	Sell	-1,513	Closed	-$209K	–	511
2024 Q4	$209K	Buy	+1,513	New	+$209K	﹤0.01%	439