Vista Wealth Management Group, LLC Closed Holding Positions

Vista Wealth Management Group, LLC

  • $1.45 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BITO
Proshares Tr Bitcoin Strategy

ETFs
Q2 2022 Filed on Jul 14, 2022
7,250
$11.61 - $29.11 $84.2K - $211K
DOCU
Docusign, Inc.

Technology
Q2 2022 Filed on Jul 14, 2022
2,973
$56.81 - $112.28 $169K - $334K
CPG
Crescent Point Energy Corp.

Energy
Q2 2022 Filed on Jul 14, 2022
10,222
$6.47 - $10.73 $66.1K - $110K
SHOP
Shopify Inc.

Technology
Q2 2022 Filed on Jul 14, 2022
342
$30.35 - $72.73 $10.4K - $24.9K
DEO
Diageo PLC

Consumer Defensive
Q2 2022 Filed on Jul 14, 2022
1,651
$167.67 - $211.86 $277K - $350K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
Q2 2022 Filed on Jul 14, 2022
7,092
$49.13 - $51.51 $348K - $365K
BLK
Black Rock Inc.

Financial Services
Q2 2022 Filed on Jul 14, 2022
313
$582.26 - $782.23 $182K - $245K
Zynga Inc
Q2 2022 Filed on Jul 14, 2022
39,264
N/A
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
Q2 2022 Filed on Jul 14, 2022
3,378
$57.22 - $66.91 $193K - $226K
MAR
Marriott International Inc

Consumer Cyclical
Q2 2022 Filed on Jul 14, 2022
1,292
$133.06 - $190.3 $172K - $246K
SMAR
Smartsheet Inc

Technology
Q2 2022 Filed on Jul 14, 2022
3,753
$27.45 - $57.45 $103K - $216K
MATX
Matson, Inc.

Industrials
Q2 2022 Filed on Jul 14, 2022
1,749
$69.34 - $115.55 $121K - $202K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q1 2022 Filed on May 04, 2022
2,754
$64.07 - $74.35 $176K - $205K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on May 04, 2022
2,022
$93.61 - $194.94 $189K - $394K
Xilinx Inc
Q1 2022 Filed on May 04, 2022
2,032
N/A
DIS
Walt Disney CO

Communication Services
Q1 2022 Filed on May 04, 2022
2,342
$129.03 - $157.89 $302K - $370K
FDN
First Tr Fd Dow Jones

ETFs
Q4 2021 Filed on Jan 19, 2022
850
$219.19 - $250.48 $186K - $213K
CMCSA
Comcast Corp

Communication Services
Q4 2021 Filed on Jan 19, 2022
3,685
$47.71 - $57.4 $176K - $212K
Slack Technologies Inc
Q3 2021 Filed on Nov 02, 2021
56,597
N/A
Lightspeed Pos Inc
Q3 2021 Filed on Nov 02, 2021
334,233
N/A
ALK
Alaska Air Group, Inc.

Industrials
Q2 2021 Filed on Jul 27, 2021
3,400
$60.13 - $73.74 $204K - $251K
Livongo Health Inc
Q4 2020 Filed on Jan 25, 2021
12,213
N/A
BNDX
Vanguard Total International B

ETFs
Q3 2020 Filed on Oct 26, 2020
5,896
$57.55 - $58.32 $339K - $344K
Top Ships Inc
Q3 2020 Filed on Oct 26, 2020
10,000
N/A
GNW
Genworth Financial Inc

Financial Services
Q3 2020 Filed on Oct 26, 2020
10,369
$2.01 - $3.75 $20.8K - $38.9K
ET
Energy Transfer LP

Energy
Q2 2020 Filed on Jul 14, 2020
30,758
$5.03 - $9.34 $155K - $287K
BMY
Bristol Myers Squibb CO

Healthcare
Q2 2020 Filed on Jul 14, 2020
4,643
$54.82 - $64.09 $255K - $298K
NYMT
New York Mortgage Trust Inc

Real Estate
Q2 2020 Filed on Jul 14, 2020
10,833
$1.08 - $3.39 $11.7K - $36.7K
Telaria Inc
Q2 2020 Filed on Jul 14, 2020
146,990
N/A
SWZ
Swiss Helvetia Fund, Inc.

Financial Services
Q2 2020 Filed on Jul 14, 2020
12,403
$6.83 - $7.99 $84.7K - $99.1K
EWM
Ishs Msci Malaysia ETF

ETFs
Q2 2020 Filed on Jul 14, 2020
12,500
$21.7 - $27.86 $271K - $348K
T
At&T Inc.

Communication Services
Q2 2020 Filed on Jul 14, 2020
3,607
$20.74 - $25.1 $74.8K - $90.5K
UPWK
Upwork, Inc

Industrials
Q2 2020 Filed on Jul 14, 2020
139,683
$5.4 - $14.44 $754K - $2.02M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
Q1 2020 Filed on May 01, 2020
5,291
$56.68 - $113.92 $300K - $603K
MAA
Mid America Apartment Communities Inc.

Real Estate
Q1 2020 Filed on May 01, 2020
1,569
$84.67 - $147.77 $133K - $232K
General Electric CO
Q1 2020 Filed on May 01, 2020
11,846
N/A
SONO
Sonos Inc

Technology
Q1 2020 Filed on May 01, 2020
26,000
$6.97 - $15.8 $181K - $411K
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