Impact Partnership Wealth’s Vistra VST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$786K Sell
4,055
-648
-14% -$126K 0.14% 65
2025
Q1
$552K Buy
4,703
+536
+13% +$62.9K 0.12% 97
2024
Q4
$575K Sell
4,167
-1,352
-24% -$186K 0.12% 106
2024
Q3
$654K Buy
+5,519
New +$654K 0.15% 86
2024
Q2
Sell
-3,329
Closed -$232K 690
2024
Q1
$232K Buy
3,329
+309
+10% +$21.5K 0.09% 149
2023
Q4
$116K Buy
+3,020
New +$116K 0.04% 227