Physician Wealth Advisors’s Vistra VST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$27.4K Sell
173
-129
-43% -$20K ﹤0.01% 575
2026
Q1
$45.4K Buy
302
+96
+47% +$15.5K 0.01% 421
2025
Q4
$33.2K Buy
206
+8
+4% +$1.46K ﹤0.01% 472
2025
Q3
$38.8K Buy
198
+27
+16% +$5.35K 0.01% 420
2025
Q2
$33.1K Buy
171
+39
+30% +$5.77K 0.01% 421
2025
Q1
$15.5K Buy
132
+124
+1,550% +$18.5K ﹤0.01% 532
2024
Q4
$1.1K Buy
+8
New +$1.11K ﹤0.01% 924

Other funds holding VST

Physician Wealth Advisors's VST Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Vistra (VST) stake by 43% in Q2 2026, selling an estimated $20K and leaving 173 shares worth $27.4K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Physician Wealth Advisors first reported a position in VST in Q4 2024 and has held it in 7 quarters since. The position peaked at $45.4K in Q1 2026. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Physician Wealth Advisors held 173 shares of Vistra worth $27.4K as of Q2 2026.
  • Physician Wealth Advisors sold 129 Vistra shares in Q2 2026, an estimated $20K.
  • Vistra made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #575 holding.
  • Physician Wealth Advisors first reported a position in Vistra in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Vistra position peaked at $45.4K in Q1 2026.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.