Phillips Wealth Planners’s Vistra VST Stock Holding History

Phillips Wealth Planners’s Portfolio VST Stock Details VST Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell
2024 Q1	$335K	Sell
2023 Q4	$340K	Sell
2023 Q3	$416K	Sell
2023 Q2	$380K	Buy
2023 Q1	$319K	Buy
2022 Q4	$310K	Buy