Mount Yale Investment Advisors’s Vistra VST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.11M	Buy	16,044 +2,946	+22%	+$571K	0.24%	84
2025 Q1	$1.54M	Buy	13,098 +2,296	+21%	+$270K	0.13%	140
2024 Q4	$1.49M	Buy	10,802 +808	+8%	+$111K	0.12%	150
2024 Q3	$1.18M	Sell	9,994 -4,102	-29%	-$486K	0.11%	173
2024 Q2	$1.21M	Buy	+14,096	New	+$1.21M	0.1%	181