Whipplewood Advisors’s Vistra VST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$103K Buy
534
+281
+111% +$54.5K 0.06% 231
2025
Q1
$39.6K Sell
253
-30
-11% -$4.69K 0.02% 346
2024
Q4
$39K Buy
+283
New +$39K 0.02% 345