ORG Wealth Partners’s Vistra VST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$455K	Buy	2,457 +3	+0.1%	+$555	0.11%	123
2025 Q1	$300K	Buy	+2,454	New	+$300K	0.09%	158
2024 Q4	–	Sell	-334	Closed	-$39.6K	–	544
2024 Q3	$39.6K	Buy	+334	New	+$39.6K	0.01%	262