Integrated Wealth Concepts’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
8,274
+3,064
| +59% | +$594K | 0.02% | 703 |
|
|
2025
Q1 | $612K | Sell |
5,210
-819
| -14% | -$96.2K | 0.01% | 1054 |
|
|
2024
Q4 | $831K | Buy |
6,029
+1,560
| +35% | +$215K | 0.01% | 899 |
|
|
2024
Q3 | $530K | Buy |
4,469
+204
| +5% | +$24.2K | 0.01% | 1056 |
|
|
2024
Q2 | $367K | Sell |
4,265
-2,755
| -39% | -$237K | 0.01% | 1198 |
|
|
2024
Q1 | $489K | Buy |
7,020
+1,160
| +20% | +$80.8K | 0.01% | 1067 |
|
|
2023
Q4 | $226K | Buy |
+5,860
| New | +$226K | ﹤0.01% | 1407 |
|