EP Wealth Advisors’s Vistra VST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.77M Buy
9,153
+446
+5% +$86.4K 0.01% 437
2025
Q1
$1.02M Buy
8,707
+727
+9% +$85.4K 0.01% 495
2024
Q4
$1.1M Buy
7,980
+125
+2% +$17.2K 0.01% 477
2024
Q3
$931K Buy
+7,855
New +$931K 0.01% 515