GeoWealth Management’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $437K | Buy |
2,256
+397
| +21% | +$77K | 0.02% | 432 |
|
|
2025
Q1 | $218K | Sell |
1,859
-627
| -25% | -$73.6K | 0.01% | 638 |
|
|
2024
Q4 | $343K | Buy |
2,486
+240
| +11% | +$33.1K | 0.01% | 587 |
|
|
2024
Q3 | $266K | Buy |
2,246
+282
| +14% | +$33.4K | 0.01% | 634 |
|
|
2024
Q2 | $169K | Buy |
+1,964
| New | +$169K | 0.01% | 719 |
|