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Rooted Wealth Advisors, Inc.

SEC CIK
0001963732
Latest filing
Jul 28, 2026

VST holding history

Vistra Corp. in every 13F filed by Rooted Wealth Advisors, Inc., 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 2026)
2,952
Value
$468.3K
% of portfolio
0.1%
Quarters held
2
Since Q1 2026
Holdings of VST by Rooted Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,952$468.3K0.1%+1,478+100.3%AddedHolders
Q1 20261,474$235.3K0.1%+1,474NewHolders