Shira Ridge Wealth Management’s Vistra VST Stock Holding History

Shira Ridge Wealth Management’s Portfolio VST Stock Details VST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,121	Closed	-$217K	–	89
2025 Q2	$217K	Buy	+1,121	New	+$166K	0.1%	76

Other funds holding VST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Shira Ridge Wealth Management's VST Position: Q3 2025 in Review

Shira Ridge Wealth Management sold out of Vistra (VST) in Q3 2025, closing a stake of 1,121 shares — an estimated $217K sold.

Shira Ridge Wealth Management first reported a position in VST in Q2 2025 and held it in 1 quarter. The position peaked at $217K in Q2 2025. 1,337 funds tracked by Wall St. Rank hold VST as of Q3 2025.

Shira Ridge Wealth Management reported no remaining Vistra position as of Q3 2025 after selling out during the quarter.
Shira Ridge Wealth Management sold 1,121 Vistra shares in Q3 2025, an estimated $217K.
Shira Ridge Wealth Management first reported a position in Vistra in Q2 2025 and held it in 1 quarter.
Shira Ridge Wealth Management's Vistra position peaked at $217K in Q2 2025.
1,337 funds tracked by Wall St. Rank held Vistra as of Q3 2025.

Based on Shira Ridge Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.