Robertson Stephens Wealth Management’s Vistra VST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$314K Sell
1,619
-303
-16% -$58.7K 0.01% 446
2025
Q1
$226K Sell
1,922
-66
-3% -$7.75K 0.01% 499
2024
Q4
$274K Sell
1,988
-3,827
-66% -$528K 0.01% 480
2024
Q3
$689K Buy
+5,815
New +$689K 0.03% 342