OneDigital 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	$1.05M	Buy	5,428 +272	+5%	+$52.7K	0.01%	628
2025 Q1	$606K	Buy	5,156 +2,212	+75%	+$260K	0.01%	786
2024 Q4	$406K	Buy	2,944 +135	+5%	+$18.6K	﹤0.01%	977
2024 Q3	$333K	Buy	2,809 +81	+3%	+$9.6K	﹤0.01%	1107
2024 Q2	$235K	Buy	+2,728	New	+$235K	﹤0.01%	1217