Vista Wealth Management Group, LLC Sells in Q1 2025

Vista Wealth Management Group, LLC

  • $1.47 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
-640K
- 11.57%
$8.92 - $11.7 $5.71M - $7.49M
4.89M $44.2M
DDOG
Datadog, Inc.

Technology
-2.98K
- 1.27%
$98.68 - $151.89 $294K - $453K
233K $23.1M
SNOW
Snowflake Inc.

Technology
-52.4K
- 24.84%
$146.16 - $192.78 $7.65M - $10.1M
158K $23.2M
NVDA
Nvidia Corp

Technology
-3.97K
- 1.55%
$106.98 - $149.43 $424K - $592K
252K $27.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-47K
- 2.81%
$32.42 - $36.13 $1.52M - $1.7M
1.62M $53.6M
DASH
Door Dash, Inc.

Communication Services
-44K
- 15.33%
$168.37 - $213.38 $7.4M - $9.38M
243K $44.4M
DFAT
Dimensional ETF Tr U S Target

ETFs
-4.58K
- 1.59%
$50.44 - $58.1 $231K - $266K
283K $14.6M
DT
Dynatrace, Inc.

Technology
-2.38K
- 1.43%
$47.15 - $62.42 $112K - $149K
165K $7.76M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-6.34K
- 28.71%
$168.16 - $186.21 $1.07M - $1.18M
15.7K $2.69M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-20K
- 46.45%
$80.53 - $147.57 $1.61M - $2.96M
23.1K $3.06M
ABNB
Airbnb, Inc.

Consumer Cyclical
-624
- 2.31%
$119.38 - $161.42 $74.5K - $101K
26.3K $3.15M
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.31K
- 17.2%
$308.86 - $455.36 $403K - $594K
6.28K $2.21M
VO
Vanguard Mid Cap ETF

ETFs
-1.3K
- 20.16%
$251.87 - $277.95 $327K - $361K
5.14K $1.32M
CRM
Salesforce, Inc.

Technology
-623
- 20.95%
$268.36 - $359.95 $167K - $224K
2.35K $630K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-710
- 9.64%
$165.25 - $224.62 $117K - $159K
6.65K $1.1M
IWM
Ishares Russell 2000 ETF

ETFs
-20
- 0.13%
$198.1 - $229.79 $3.96K - $4.6K
15.1K $3M
PLTR
Palantir Technologies Inc.

Technology
-4.93K
- 32.77%
$64.98 - $124.62 $321K - $615K
10.1K $854K
CMF
Ishares California Muni Bond E

ETFs
-4.43K
- 36.11%
$55.93 - $57.47 $248K - $255K
7.85K $441K
AMD
Advanced Micro Devices Inc

Technology
-519
- 5.79%
$96.63 - $129.55 $50.2K - $67.2K
8.45K $867K
INFY
Infosys LTD

Technology
-8.05K
- 43.99%
$18.06 - $22.89 $145K - $184K
10.2K $186K
NVO
Novo Nordisk A S

Healthcare
-1.47K
- 27.47%
$69.3 - $90.95 $102K - $134K
3.88K $269K
NKE
Nike, Inc.

Consumer Cyclical
-1.16K
- 14.28%
$63.29 - $81.72 $73.7K - $95.1K
6.99K $443K
CDAY
Ceridian Hcm Holding Inc.

Technology
-2.19K
- 2.69%
N/A
79.3K $5.12M
MRK
Merck & Co., Inc.

Healthcare
-618
- 7.79%
$83.01 - $101.02 $51.3K - $62.4K
7.32K $657K
ACN
Accenture PLC

Technology
-225
- 16.78%
$300.91 - $398.25 $67.7K - $89.6K
1.12K $348K
AMAT
Applied Materials Inc

Technology
-457
- 15.65%
$145.06 - $195.51 $66.3K - $89.3K
2.46K $357K
TROW
Price T Rowe Group Inc

Financial Services
-170
- 4.37%
$91.57 - $116.93 $15.6K - $19.9K
3.72K $341K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.22K
- 5.49%
$85.55 - $94.34 $105K - $115K
21K $1.89M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-3.21K
- 9.73%
$68.32 - $75.06 $220K - $241K
29.8K $2.23M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-87
- 0.13%
$21.75 - $24.28 $1.89K - $2.11K
66.3K $1.46M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.24K
- 5.14%
$39.96 - $43.3 $89.3K - $96.8K
41.3K $1.7M
DFAE
Dimensional ETF Tr

ETFs
-4.47K
- 5.68%
$24.64 - $26.86 $110K - $120K
74.2K $1.92M
ORCL
Oracle Corp

Technology
-98
- 5.05%
$139.81 - $186.47 $13.7K - $18.3K
1.84K $257K
KB
Kb Financial Group Inc.

Financial Services
-883
- 15.94%
$53.14 - $62.87 $46.9K - $55.5K
4.66K $251K
AFL
Aflac Inc

Financial Services
-986
- 16.35%
$100.99 - $111.19 $99.6K - $110K
5.04K $560K
LMT
Lockheed Martin Corp

Industrials
-28
- 2.17%
$423.19 - $506.29 $11.8K - $14.2K
1.26K $563K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-719
- 16.54%
$57.21 - $65.8 $41.1K - $47.3K
3.63K $211K
WDAY
Workday, Inc.

Technology
-45
- 2.34%
$233.53 - $277.82 $10.5K - $12.5K
1.88K $439K
HPQ
Hp Inc

Technology
-299
- 3.88%
$27.69 - $34.72 $8.28K - $10.4K
7.41K $205K
VOD
Vodafone Group Public LTD CO

Communication Services
-6.54K
- 31.24%
$8.05 - $9.86 $52.7K - $64.5K
14.4K $134K
IOT
Samsara Inc.

Technology
-36
- 0.47%
$34.06 - $60.96 $1.23K - $2.19K
7.63K $292K
ADI
Analog Devices Inc

Technology
-122
- 9.7%
$201.56 - $243.82 $24.6K - $29.7K
1.14K $229K
ASML
Asml Holding Nv

Technology
-13
- 2.25%
$662.63 - $776.99 $8.61K - $10.1K
564 $373K
STT
State Street Corp

Financial Services
-1
- 0.03%
$84.47 - $102.23 $84.5 - $102
2.9K $259K
WIT
Wipro LTD

Technology
-3.34K
- 14.89%
$3.0 - $3.77 $10K - $12.6K
19.1K $58K
MUB
Ishares National Muni Bond ETF

ETFs
-91
- 2.1%
$104.71 - $107.69 $9.53K - $9.8K
4.24K $446K
PLD
Prologis, Inc.

Real Estate
-185
- 7.18%
$103.59 - $124.04 $19.2K - $22.9K
2.39K $267K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
-58
- 0.57%
N/A
10.1K $71K
UNFI
United Natural Foods Inc

Consumer Defensive
-48
- 0.54%
$24.57 - $34.37 $1.18K - $1.65K
8.86K $242K
Activity Summary
Buys All Purchases 156 New Holdings 18 Increased Positions 138 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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