IAM Advisory’s Vistra VST Stock Holding History

IAM Advisory’s Portfolio VST Stock Details VST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-9,936	Closed	-$1.49M	–	112
2026 Q1	$1.49M	Buy	9,936 +6	+0.1%	+$971	0.33%	52
2025 Q4	$1.6M	Sell	9,930 -217	-2%	-$39.5K	0.36%	44
2025 Q3	$1.99M	Sell	10,147 -7	-0.1%	-$1.39K	0.45%	36
2025 Q2	$1.97M	Sell	10,154 -30	-0.3%	-$4.44K	0.47%	32
2025 Q1	$1.2M	Sell	10,184 -181	-2%	-$27K	0.31%	55
2024 Q4	$1.43M	Buy	10,365 +36	+0.3%	+$5K	0.36%	53
2024 Q3	$1.22M	Buy	10,329 +180	+2%	+$15.3K	0.31%	54
2024 Q2	$873K	Buy	+10,149	New	+$849K	0.24%	60

Other funds holding VST

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return