SVB Wealth’s Vistra VST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,745	Closed	-$205K	–	1611
2025 Q1	$205K	Buy	+1,745	New	+$205K	0.01%	307
2023 Q1	–	Sell	-8,935	Closed	-$207K	–	1077
2022 Q4	$207K	Buy	+8,935	New	+$207K	﹤0.01%	896