DWM
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Dakota Wealth Management’s Vistra VST Stock Holding History

Dakota Wealth Management’s Portfolio VST Stock Details VST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$479K Sell
2,473
-226
-8% -$43.8K 0.01% 524
2025
Q1 		$317K Buy
2,699
+1,023
+61% +$120K 0.01% 595
2024
Q4 		$231K Buy
+1,676
New +$231K 0.01% 681