Fiduciary Alliance’s Vistra VST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.5M	Sell	18,083 -5,588	-24%	-$1.08M	0.26%	91
2025 Q1	$2.78M	Sell	23,671 -1,132	-5%	-$133K	0.27%	84
2024 Q4	$3.42M	Buy	+24,803	New	+$3.42M	0.35%	73