Mark Sheptoff Financial Planning’s Vistra VST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-300	Closed	-$41.4K	–	467
2024 Q4	$41.4K	Buy	300 +50	+20%	+$6.91K	0.02%	189
2024 Q3	$29.6K	Buy	+250	New	+$29.6K	0.02%	216