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
Q2 		$11.8K Buy
74
+2
+3% +$310 ﹤0.01% 282
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Valued Wealth Advisors's VST Position: Q2 2026 in Review

Valued Wealth Advisors increased its Vistra (VST) stake by 2.8% in Q2 2026, buying an estimated $310 and bringing the position to 74 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Valued Wealth Advisors first reported a position in VST in Q1 2024 and has held it in 10 quarters since. The position peaked at $12.4K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold VST as of Q2 2026.

  • Valued Wealth Advisors held 74 shares of Vistra worth $11.8K as of Q2 2026.
  • Valued Wealth Advisors bought 2 Vistra shares in Q2 2026, an estimated $310.
  • Vistra made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #282 holding.
  • Valued Wealth Advisors first reported a position in Vistra in Q1 2024 and has held it in 10 quarters since.
  • Valued Wealth Advisors's Vistra position peaked at $12.4K in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.