KMG Fiduciary Partners’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Buy |
2,633
+2
| +0.1% | +$388 | 0.04% | 230 |
|
|
2025
Q1 | $309K | Buy |
2,631
+3
| +0.1% | +$352 | 0.03% | 250 |
|
|
2024
Q4 | $362K | Buy |
2,628
+3
| +0.1% | +$414 | 0.03% | 232 |
|
|
2024
Q3 | $311K | Buy |
2,625
+4
| +0.2% | +$474 | 0.03% | 237 |
|
|
2024
Q2 | $225K | Buy |
+2,621
| New | +$225K | 0.02% | 230 |
|