Sigma Planning Corp’s Vistra VST Stock Holding History

Sigma Planning Corp’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
2026 Q1	$585K	Sell	3,889 -1,653	-30%	-$268K	0.02%	773
2025 Q4	$1.01M	Buy	5,542 +12	+0.2%	+$2.19K	0.03%	530
2025 Q3	$1.08M	Sell	5,530 -3,226	-37%	-$639K	0.03%	500
2025 Q2	$1.7M	Buy	8,756 +322	+4%	+$47.6K	0.05%	347
2025 Q1	$990K	Buy	8,434 +447	+6%	+$66.8K	0.03%	496
2024 Q4	$1.1M	Sell	7,987 -2,112	-21%	-$293K	0.03%	460
2024 Q3	$1.2M	Sell	10,099 -3,390	-25%	-$288K	0.04%	443
2024 Q2	$1.16M	Sell	13,489 -1,806	-12%	-$151K	0.04%	435
2024 Q1	$1.07M	Buy	15,295 +517	+3%	+$25.6K	0.03%	485
2023 Q4	$569K	Sell	14,778 -15,164	-51%	-$527K	0.04%	420
2023 Q3	$994K	Buy	+29,942	New	+$899K	0.04%	468
2018 Q4	–	Sell	-8,450	Closed	-$210K	–	985
2018 Q3	$210K	Buy	+8,450	New	+$194K	0.01%	864

Other funds holding VST

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Fidelity Investments

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

Geode Capital Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return