RWM
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Rockline Wealth Management’s Vistra VST Stock Holding History

Rockline Wealth Management’s Portfolio VST Stock Details VST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.02M Buy
10,405
+1,004
+11% +$195K 0.48% 51
2025
Q1 		$1.1M Buy
+9,401
New +$1.1M 0.31% 55