DWM
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Dynasty Wealth Management’s Vistra VST Stock Holding History

Dynasty 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 		$303K Sell
1,563
-703
-31% -$136K 0.01% 210
2025
Q1 		$266K Buy
2,266
+105
+5% +$12.3K ﹤0.01% 234
2024
Q4 		$298K Buy
2,161
+218
+11% +$30.1K 0.01% 227
2024
Q3 		$230K Buy
+1,943
New +$230K 0.01% 216