United Capital Financial Advisors’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
7,510
+2,259
| +43% | +$438K | 0.01% | 500 |
|
|
2025
Q1 | $617K | Sell |
5,251
-21
| -0.4% | -$2.47K | 0.01% | 680 |
|
|
2024
Q4 | $727K | Buy |
5,272
+838
| +19% | +$116K | 0.01% | 624 |
|
|
2024
Q3 | $526K | Buy |
4,434
+267
| +6% | +$31.7K | ﹤0.01% | 713 |
|
|
2024
Q2 | $358K | Sell |
4,167
-2,063
| -33% | -$177K | ﹤0.01% | 788 |
|
|
2024
Q1 | $434K | Buy |
+6,230
| New | +$434K | ﹤0.01% | 766 |
|