Independent Advisor Alliance’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.7M | Buy |
70,533
+4,219
| +6% | +$818K | 0.39% | 40 |
|
|
2025
Q1 | $7.79M | Buy |
66,314
+7,844
| +13% | +$921K | 0.26% | 70 |
|
|
2024
Q4 | $8.06M | Buy |
58,470
+7,261
| +14% | +$1M | 0.11% | 192 |
|
|
2024
Q3 | $6.07M | Buy |
51,209
+39,708
| +345% | +$4.71M | 0.22% | 84 |
|
|
2024
Q2 | $989K | Buy |
+11,501
| New | +$989K | 0.03% | 331 |
|
|
2018
Q4 | – | Sell |
-16,337
| Closed | -$410K | – | 451 |
|
|
2018
Q3 | $410K | Sell |
16,337
-2,476
| -13% | -$62.1K | 0.07% | 209 |
|
|
2018
Q2 | $444K | Sell |
18,813
-1,574
| -8% | -$37.1K | 0.09% | 191 |
|
|
2018
Q1 | $415K | Sell |
20,387
-10,973
| -35% | -$223K | 0.09% | 207 |
|
|
2017
Q4 | $586K | Buy |
+31,360
| New | +$586K | 0.13% | 164 |
|