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Vista Wealth Management Group, LLCAggressive Growth

CIK: 0001800593 | PALO ALTO, CA

Q4 2024 vs Q1 2025 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q1 2025
13F-HR259$1.5B2025-04-17SEC ↗
Q4 2024
13F-HR262$1.6B2025-01-27SEC ↗
Q3 2024
13F-HR240$1.5B2024-11-06SEC ↗
Q2 2024
13F-HR218$1.4B2024-07-30SEC ↗
Q1 2024
13F-HR204$1.3B2024-04-29SEC ↗
Q4 2023
13F-HR192$1.2B2024-02-12SEC ↗
Q3 2023
13F-HR182$1.0B2023-11-14SEC ↗
Q2 2023
13F-HR165$1.0B2023-08-02SEC ↗
Q1 2023
13F-HR162$912.3M2023-05-04SEC ↗
Q4 2022
13F-HR161$830.4M2023-02-07SEC ↗
Q3 2022
13F-HR154$791.4K2022-10-25SEC ↗
Q2 2022
13F-HR150$51.7M2022-07-14SEC ↗
Q1 2022
13F-HR157$104.9M2022-05-04SEC ↗
Q4 2021
13F-HR155$105.8M2022-01-19SEC ↗
Q3 2021
13F-HR144$83.6M2021-11-02SEC ↗
Q2 2021
13F-HR134$68.9M2021-07-27SEC ↗
Q1 2021
13F-HR115$42.2M2021-04-26SEC ↗
Q4 2020
13F-HR81$13.2M2021-01-25SEC ↗
Q3 2020
13F-HR85$7.6M2020-10-26SEC ↗
Q2 2020
13F-HR75$6.2M2020-07-14SEC ↗
Q1 2020
13F-HR69$875.6K2020-05-01SEC ↗
Q4 2019
13F-HR75$361.9K2020-02-03SEC ↗