TD Private Client Wealth’s Vistra VST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$317K Sell
1,638
-10,952
-87% -$2.12M 0.01% 549
2025
Q1
$1.48M Buy
12,590
+3,767
+43% +$442K 0.04% 277
2024
Q4
$1.22M Buy
8,823
+7,288
+475% +$1M 0.03% 318
2024
Q3
$182K Sell
1,535
-187
-11% -$22.2K 0.01% 620
2024
Q2
$148K Buy
1,722
+77
+5% +$6.62K ﹤0.01% 622
2024
Q1
$115K Buy
+1,645
New +$115K ﹤0.01% 669
2023
Q3
Sell
-535
Closed -$14K 1278
2023
Q2
$14K Buy
535
+105
+24% +$2.76K ﹤0.01% 996
2023
Q1
$10.3K Buy
+430
New +$10.3K ﹤0.01% 1028
2021
Q2
Sell
-267
Closed -$4.72K 1240
2021
Q1
$4.72K Sell
267
-29,162
-99% -$516K ﹤0.01% 933
2020
Q4
$579K Buy
29,429
+5,232
+22% +$103K 0.03% 360
2020
Q3
$456K Buy
24,197
+8,171
+51% +$154K 0.03% 367
2020
Q2
$298K Buy
16,026
+1,234
+8% +$23K 0.02% 413
2020
Q1
$236K Buy
14,792
+14,537
+5,701% +$232K 0.02% 399
2019
Q4
$5.86K Buy
+255
New +$5.86K ﹤0.01% 803