PWM
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Perigon Wealth Management’s Vistra VST Stock Holding History

Perigon 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 		$302K Sell
1,557
-599
-28% -$116K 0.01% 837
2025
Q1 		$253K Sell
2,156
-3,357
-61% -$394K 0.01% 873
2024
Q4 		$959K Buy
5,513
+3,682
+201% +$641K 0.02% 456
2024
Q3 		$217K Buy
+1,831
New +$217K 0.01% 907