MWM
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Mission Wealth Management’s Vistra VST Stock Holding History

Mission Wealth Management’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 		$1.29M Buy
+6,634
New +$1.29M 0.03% 271
2024
Q4 		– Sell
-2,911
Closed -$345K – 671
2024
Q3 		$345K Sell
2,911
-130
-4% -$15.4K 0.01% 500
2024
Q2 		$261K Buy
+3,041
New +$261K 0.01% 532