Journey Strategic 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
$470K Sell
2,424
-240
-9% -$46.5K 0.02% 305
2025
Q1
$313K Buy
2,664
+165
+7% +$19.4K 0.01% 325
2024
Q4
$345K Sell
2,499
-3,130
-56% -$432K 0.01% 301
2024
Q3
$667K Buy
5,629
+178
+3% +$21.1K 0.02% 178
2024
Q2
$469K Buy
5,451
+451
+9% +$38.8K 0.02% 171
2024
Q1
$348K Buy
+5,000
New +$348K 0.02% 161