Strategic Wealth Partners’s Vistra VST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.68M Buy
+8,651
New +$1.68M 0.13% 114
2024
Q4
$1.35M Sell
8,177
-81
-1% -$13.4K 0.11% 127
2024
Q3
$979K Buy
8,258
+2,165
+36% +$257K 0.09% 144
2024
Q2
$524K Buy
+6,093
New +$524K 0.05% 191