Phillips Wealth Planners LLC
- SEC CIK
- 0001962628
- Latest filing
- Aug 7, 2026
VST holding history
Vistra Corp. in every 13F filed by Phillips Wealth Planners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
VST overviewAll 13F holders of VSTFull Q2 2026 holdings
- Shares (Q2 2024)
- 0
- Sold out in Q2 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2024 | 0 | $0 | 0.0% | −4,955−100.0% | Sold out | Holders |
| Q1 2024 | 4,955 | $335.0K | 0.4% | −3,663−42.5% | Reduced | Holders |
| Q4 2023 | 8,618 | $339.6K | 0.4% | −4,336−33.5% | Reduced | Holders |
| Q3 2023 | 12,954 | $416.0K | 0.6% | −1,519−10.5% | Reduced | Holders |
| Q2 2023 | 14,473 | $379.9K | 0.5% | +859+6.3% | Added | Holders |
| Q1 2023 | 13,614 | $319.0K | 0.4% | +153+1.1% | Added | Holders |
| Q4 2022 | 13,461 | $310.3K | 0.5% | – | No prior filing | Holders |