GoalVest Advisory’s Vistra VST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11.9K Buy
75
+4
+6% +$621 ﹤0.01% 341
2026
Q1
$10.7K Buy
71
+44
+163% +$7.12K ﹤0.01% 368
2025
Q4
$4.36K Hold
27
﹤0.01% 482
2025
Q3
$5.29K Hold
27
﹤0.01% 361
2025
Q2
$5.23K Hold
27
﹤0.01% 326
2025
Q1
$3.17K Buy
+27
New +$4.03K ﹤0.01% 302

Other funds holding VST

GoalVest Advisory's VST Position: Q2 2026 in Review

GoalVest Advisory increased its Vistra (VST) stake by 5.6% in Q2 2026, buying an estimated $621 and bringing the position to 75 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

GoalVest Advisory first reported a position in VST in Q1 2025 and has held it in 6 quarters since. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • GoalVest Advisory held 75 shares of Vistra worth $11.9K as of Q2 2026.
  • GoalVest Advisory bought 4 Vistra shares in Q2 2026, an estimated $621.
  • Vistra made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #341 holding.
  • GoalVest Advisory first reported a position in Vistra in Q1 2025 and has held it in 6 quarters since.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.