Focus Partners Wealth’s Vestis VSTS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $213K | Sell |
37,251
-1,914
| -5% | -$11K | ﹤0.01% | 1825 |
|
2025
Q1 | $388K | Sell |
39,165
-11,887
| -23% | -$118K | ﹤0.01% | 1446 |
|
2024
Q4 | $778K | Sell |
51,052
-3,160
| -6% | -$48.2K | ﹤0.01% | 1137 |
|
2024
Q3 | $808K | Buy |
54,212
+8,843
| +19% | +$132K | ﹤0.01% | 991 |
|
2024
Q2 | $555K | Sell |
45,369
-179,636
| -80% | -$2.2M | ﹤0.01% | 920 |
|
2024
Q1 | $4.34M | Buy |
225,005
+35,852
| +19% | +$691K | 0.04% | 348 |
|
2023
Q4 | $4M | Buy |
+189,153
| New | +$4M | 0.05% | 262 |
|