Segment Wealth Management’s Vistra VST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.15M Buy
5,914
+1,566
+36% +$304K 0.07% 145
2025
Q1
$511K Sell
4,348
-87
-2% -$10.2K 0.03% 197
2024
Q4
$611K Buy
4,435
+1,150
+35% +$159K 0.04% 179
2024
Q3
$389K Buy
+3,285
New +$389K 0.03% 202