NewEdge Wealth’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.7M | Buy |
329,205
+23,607
| +8% | +$4.85M | 1.06% | 14 |
|
|
2025
Q1 | $35.9M | Sell |
305,598
-71,640
| -19% | -$8.41M | 0.65% | 39 |
|
|
2024
Q4 | $52M | Buy |
377,238
+8,933
| +2% | +$1.23M | 0.9% | 20 |
|
|
2024
Q3 | $43.7M | Buy |
368,305
+18,818
| +5% | +$2.23M | 0.79% | 28 |
|
|
2024
Q2 | $30M | Buy |
349,487
+6,665
| +2% | +$573K | 0.65% | 39 |
|
|
2024
Q1 | $27.4M | Buy |
342,822
+28,287
| +9% | +$2.26M | 0.61% | 40 |
|
|
2023
Q4 | $12.1M | Buy |
314,535
+37,864
| +14% | +$1.46M | 0.31% | 89 |
|
|
2023
Q3 | $9.18M | Buy |
+276,671
| New | +$9.18M | 0.29% | 97 |
|