Wealthcare Advisory Partners’s Vistra VST Stock Holding History

Wealthcare Advisory Partners’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	$401K	Sell	2,526 -281	-10%	-$43.6K	0.01%	782
2026 Q1	$422K	Buy	2,807 +744	+36%	+$120K	0.01%	758
2025 Q4	$333K	Sell	2,063 -6	-0.3%	-$1.09K	0.01%	827
2025 Q3	$405K	Sell	2,069 -73	-3%	-$14.5K	0.01%	734
2025 Q2	$415K	Buy	2,142 +187	+10%	+$27.7K	0.01%	692
2025 Q1	$230K	Buy	1,955 +224	+13%	+$33.5K	0.01%	833
2024 Q4	$239K	Sell	1,731 -33	-2%	-$4.58K	0.01%	786
2024 Q3	$209K	Buy	+1,764	New	+$150K	0.01%	820
2021 Q2	–	Sell	-172	Closed	-$3K	–	1847
2021 Q1	$3K	Buy	+172	New	+$3.42K	﹤0.01%	1814

Other funds holding VST

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

GIA

Guyasuta Investment Advisors Pittsburgh, Pennsylvania $1.94B AUM 32.92% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

KMC

Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wealthcare Advisory Partners's VST Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Vistra (VST) stake by 10% in Q2 2026, selling an estimated $43.6K and leaving 2,526 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #782.

Wealthcare Advisory Partners first reported a position in VST in Q1 2021 and has held it in 9 quarters since. The position peaked at $422K in Q1 2026. 245 funds tracked by Wall St. Rank hold VST as of Q2 2026.

Wealthcare Advisory Partners held 2,526 shares of Vistra worth $401K as of Q2 2026.
Wealthcare Advisory Partners sold 281 Vistra shares in Q2 2026, an estimated $43.6K.
Vistra made up 0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #782 holding.
Wealthcare Advisory Partners first reported a position in Vistra in Q1 2021 and has held it in 9 quarters since.
Wealthcare Advisory Partners's Vistra position peaked at $422K in Q1 2026.
245 funds tracked by Wall St. Rank held Vistra as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.