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 |
|