True Wealth Design’s Vistra VST Stock Holding History

True Wealth Design’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	$5.41K	Buy	36 +3	+9%	+$486	﹤0.01%	1182
2025 Q4	$5.32K	Sell	33 -7	-18%	-$1.27K	﹤0.01%	1065
2025 Q3	$7.84K	Buy	40 +4	+11%	+$793	﹤0.01%	924
2025 Q2	$6.98K	Sell	36 -131	-78%	-$19.4K	﹤0.01%	696
2025 Q1	$19.6K	Buy	167 +142	+568%	+$21.2K	0.01%	351
2024 Q4	$3.45K	Hold	25	–	–	﹤0.01%	611
2024 Q3	$2.96K	Sell	25 -7	-22%	-$594	﹤0.01%	689
2024 Q2	$2.75K	Hold	32	–	–	﹤0.01%	330
2024 Q1	$2.23K	Buy	32 +13	+68%	+$643	﹤0.01%	336
2023 Q4	$732	Hold	19	–	–	﹤0.01%	393
2023 Q3	$631	Hold	19	–	–	﹤0.01%	376
2023 Q2	$499	Sell	19 -1	-5%	-$24	﹤0.01%	442
2023 Q1	$480	Hold	20	–	–	﹤0.01%	535
2022 Q4	$464	Buy	+20	New	+$463	﹤0.01%	473

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