Whitaker-Myers Wealth Managers’s Vistra VST Stock Holding History

Whitaker-Myers Wealth Managers’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	$2.17M	Buy	13,702 +19	+0.1%	+$2.95K	0.36%	50
2026 Q1	$2.06M	Buy	13,683 +3,685	+37%	+$596K	0.41%	45
2025 Q4	$1.61M	Buy	9,998 +6,043	+153%	+$1.1M	0.34%	44
2025 Q3	$775K	Buy	+3,955	New	+$784K	0.17%	77

Other funds holding VST

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

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

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

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

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

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

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

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return