Plante Moran Financial Advisors’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-300
| Closed | -$35.2K | – | 875 |
|
|
2025
Q1 | $35.2K | Buy |
+300
| New | +$35.2K | ﹤0.01% | 392 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1078 |
|
|
2022
Q1 | – | Sell |
-207
| Closed | -$5K | – | 1038 |
|
|
2021
Q4 | $5K | Buy |
+207
| New | +$5K | ﹤0.01% | 834 |
|
|
2019
Q1 | – | Sell |
-95
| Closed | -$2K | – | 954 |
|
|
2018
Q4 | $2K | Buy |
+95
| New | +$2K | ﹤0.01% | 754 |
|