Venturi Wealth Management’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Sell |
8,582
-163
| -2% | -$31.6K | 0.08% | 139 |
|
|
2025
Q1 | $1.03M | Sell |
8,745
-4,430
| -34% | -$520K | 0.05% | 200 |
|
|
2024
Q4 | $1.82M | Buy |
13,175
+47
| +0.4% | +$6.48K | 0.09% | 131 |
|
|
2024
Q3 | $1.56M | Sell |
13,128
-7,722
| -37% | -$915K | 0.08% | 135 |
|
|
2024
Q2 | $1.79M | Sell |
20,850
-2,870
| -12% | -$247K | 0.11% | 116 |
|
|
2024
Q1 | $1.65M | Buy |
23,720
+261
| +1% | +$18.2K | 0.11% | 111 |
|
|
2023
Q4 | $904K | Sell |
23,459
-1,400
| -6% | -$53.9K | 0.06% | 188 |
|
|
2023
Q3 | $825K | Buy |
+24,859
| New | +$825K | 0.06% | 186 |
|