EverSource Wealth Advisors’s Vistra VST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $753K | Buy |
3,887
+875
| +29% | +$170K | 0.03% | 345 |
|
|
2025
Q1 | $354K | Sell |
3,012
-230
| -7% | -$27K | 0.02% | 468 |
|
|
2024
Q4 | $447K | Buy |
3,242
+266
| +9% | +$36.7K | 0.03% | 399 |
|
|
2024
Q3 | $353K | Buy |
2,976
+269
| +10% | +$31.9K | 0.02% | 406 |
|
|
2024
Q2 | $214K | Buy |
2,707
+1,732
| +178% | +$137K | 0.01% | 537 |
|
|
2024
Q1 | $74K | Buy |
975
+572
| +142% | +$43.4K | 0.01% | 825 |
|
|
2023
Q4 | $15.5K | Buy |
403
+375
| +1,339% | +$14.5K | ﹤0.01% | 1361 |
|
|
2023
Q3 | $939 | Hold |
28
| – | – | ﹤0.01% | 2253 |
|
|
2023
Q2 | $740 | Buy |
28
+21
| +300% | +$555 | ﹤0.01% | 2286 |
|
|
2023
Q1 | $168 | Buy |
+7
| New | +$168 | ﹤0.01% | 2311 |
|