Philip James Wealth Mangement’s Vistra VST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$290K Buy
+1,498
New +$290K 0.04% 138
2025
Q1
Sell
-2,986
Closed -$412K 188
2024
Q4
$412K Sell
2,986
-1
-0% -$138 0.05% 117
2024
Q3
$354K Buy
2,987
+486
+19% +$57.6K 0.04% 114
2024
Q2
$215K Buy
+2,501
New +$215K 0.14% 71