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