KWA
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Kingswood Wealth Advisors’s Vistra VST Stock Holding History

Kingswood Wealth Advisors’s Portfolio VST Stock Details VST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$468K Sell
2,412
-81
-3% -$15.7K 0.04% 433
2025
Q1 		$294K Buy
+2,493
New +$294K 0.03% 555