Wealth Advisory Solutions’s Vistra VST Stock Holding History

Wealth Advisory Solutions’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
2025 Q2	–	Sell	-2,810	Closed	-$330K	–	150
2025 Q1	$330K	Buy	+2,810	New	+$420K	0.09%	111

Other funds holding VST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Wealth Advisory Solutions's VST Position: Q2 2025 in Review

Wealth Advisory Solutions sold out of Vistra (VST) in Q2 2025, closing a stake of 2,810 shares — an estimated $330K sold.

Wealth Advisory Solutions first reported a position in VST in Q1 2025 and held it in 1 quarter. The position peaked at $330K in Q1 2025. 1,273 funds tracked by Wall St. Rank hold VST as of Q2 2025.

Wealth Advisory Solutions reported no remaining Vistra position as of Q2 2025 after selling out during the quarter.
Wealth Advisory Solutions sold 2,810 Vistra shares in Q2 2025, an estimated $330K.
Wealth Advisory Solutions first reported a position in Vistra in Q1 2025 and held it in 1 quarter.
Wealth Advisory Solutions's Vistra position peaked at $330K in Q1 2025.
1,273 funds tracked by Wall St. Rank held Vistra as of Q2 2025.

Based on Wealth Advisory Solutions's 13F filing for Q2 2025, filed 14 Jul 2025.