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Mark Sheptoff Financial Planning’s Vistra VST Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio VST Stock Details VST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-300
Closed -$41.4K – 467
2024
Q4 		$41.4K Buy
300
+50
+20% +$6.94K 0.02% 189
2024
Q3 		$29.6K Buy
+250
New +$21.2K 0.02% 216

Other funds holding VST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mark Sheptoff Financial Planning's VST Position: Q1 2025 in Review

Mark Sheptoff Financial Planning sold out of Vistra (VST) in Q1 2025, closing a stake of 300 shares — an estimated $41.4K sold.

Mark Sheptoff Financial Planning first reported a position in VST in Q3 2024 and held it in 2 quarters. The position peaked at $41.4K in Q4 2024. 1,119 funds tracked by Wall St. Rank hold VST as of Q1 2025.

  • Mark Sheptoff Financial Planning reported no remaining Vistra position as of Q1 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 Vistra shares in Q1 2025, an estimated $41.4K.
  • Mark Sheptoff Financial Planning first reported a position in Vistra in Q3 2024 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Vistra position peaked at $41.4K in Q4 2024.
  • 1,119 funds tracked by Wall St. Rank held Vistra as of Q1 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2025, filed 13 May 2025.