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 |
|