Valeo 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 | $1.54M | Buy |
7,966
+1,619
| +26% | +$314K | 0.04% | 204 |
|
|
2025
Q1 | $745K | Buy |
6,347
+497
| +8% | +$58.4K | 0.02% | 320 |
|
|
2024
Q4 | $807K | Buy |
5,850
+291
| +5% | +$40.1K | 0.02% | 308 |
|
|
2024
Q3 | $659K | Buy |
5,559
+2,709
| +95% | +$321K | 0.02% | 345 |
|
|
2024
Q2 | $245K | Buy |
+2,850
| New | +$245K | 0.01% | 554 |
|
|
2021
Q2 | – | Sell |
-237
| Closed | -$4K | – | 1699 |
|
|
2021
Q1 | $4K | Buy |
+237
| New | +$4K | ﹤0.01% | 1562 |
|
|
2020
Q3 | – | Sell |
-146
| Closed | -$3K | – | 2082 |
|
|
2020
Q2 | $3K | Hold |
146
| – | – | ﹤0.01% | 1616 |
|
|
2020
Q1 | $3K | Hold |
146
| – | – | ﹤0.01% | 1404 |
|
|
2019
Q4 | $3K | Buy |
+146
| New | +$3K | ﹤0.01% | 1401 |
|