VWA
VST icon

Valued Wealth Advisors’s Vistra VST Stock Holding History

Valued Wealth Advisors’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 		$10.9K Buy
72
+11
+18% +$1.78K ﹤0.01% 271
2025
Q4 		$9.9K Sell
61
-2
-3% -$364 ﹤0.01% 222
2025
Q3 		$12.4K Buy
63
+2
+3% +$396 0.01% 196
2025
Q2 		$11.9K Sell
61
-14
-19% -$2.07K 0.01% 196
2025
Q1 		$8.83K Buy
75
+8
+12% +$1.2K 0.01% 246
2024
Q4 		$9.25K Buy
67
+17
+34% +$2.36K 0.01% 241
2024
Q3 		$5.93K Buy
50
+14
+39% +$1.19K ﹤0.01% 268
2024
Q2 		$3.1K Buy
36
+17
+89% +$1.42K ﹤0.01% 324
2024
Q1 		$1.32K Buy
+19
New +$940 ﹤0.01% 414

Other funds holding VST

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return