DiNuzzo Private Wealth’s Vistra VST Stock Holding History

DiNuzzo Private Wealth’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
2026 Q2	$6.35K	Hold	40	–	–	﹤0.01%	363
2026 Q1	$6.01K	Hold	40	–	–	﹤0.01%	363
2025 Q4	$6.45K	Hold	40	–	–	﹤0.01%	339
2025 Q3	$7.57K	Hold	40	–	–	﹤0.01%	305
2025 Q2	$7.75K	Sell	40 -4	-9%	-$592	﹤0.01%	298
2025 Q1	$5.17K	Buy	44 +2	+5%	+$299	﹤0.01%	351
2024 Q4	$5.79K	Hold	42	–	–	﹤0.01%	321
2024 Q3	$4.98K	Sell	42 -6	-13%	-$509	﹤0.01%	356
2024 Q2	$4.13K	Sell	48 -1	-2%	-$84	﹤0.01%	319
2024 Q1	$3.41K	Hold	49	–	–	﹤0.01%	319
2023 Q4	$1.89K	Buy	+49	New	+$1.7K	﹤0.01%	461

Other funds holding VST

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Haven Capital Group Westlake Village, California $125M AUM 29.36% 1-Year Est. Return