Vista Wealth Management Group, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Vista Wealth Management Group, LLC

  • $1.47 Billion
  • Q1 2025
Number of Shares
1,007,618
Previous 1,060,883 5.02%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
N/A
-53,265 Reduced 5.02%
1,007,618 $0
Q4 2024

Jan 27, 2025
SELL
N/A
-4,761 Reduced 0.45%
1,060,883 $0
Q3 2024

Nov 06, 2024
SELL
N/A
-40,407 Reduced 3.65%
1,065,644 $0
Q2 2024

Jul 30, 2024
SELL
N/A
-77,728 Reduced 6.57%
1,106,051 $0
Q1 2024

Apr 29, 2024
SELL
N/A
-151,670 Reduced 11.36%
1,183,779 $0
Q4 2023

Feb 12, 2024
BUY
N/A
1,335,449 New
1,335,449 $0
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