Vista Wealth Management Group - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Vista Wealth Management Group going back to Feb. 3, 2020
- Adero Partners 2024 Q1 - filed April 29, 2024 - new!
- Adero Partners 2023 Q4 - filed Feb. 12, 2024
- Adero Partners 2023 Q3 - filed Nov. 14, 2023
- Adero Partners 2023 Q2 - filed Aug. 2, 2023
- Vista Wealth Management Group 2023 Q1 - filed May 4, 2023
- Vista Wealth Management Group 2022 Q4 - filed Feb. 7, 2023
- Vista Wealth Management Group 2022 Q3 - filed Oct. 25, 2022
- Vista Wealth Management Group 2022 Q2 - filed July 14, 2022
- Vista Wealth Management Group 2022 Q1 - filed May 4, 2022
- Vista Wealth Management Group 2021 Q4 - filed Jan. 19, 2022
- Vista Wealth Management Group 2021 Q3 - filed Nov. 2, 2021
- Vista Wealth Management Group 2021 Q2 - filed July 27, 2021
- Vista Wealth Management Group 2021 Q1 - filed April 26, 2021
- Vista Wealth Management Group 2020 Q4 - filed Jan. 25, 2021
- Vista Wealth Management Group 2020 Q3 - filed Oct. 26, 2020
- Vista Wealth Management Group 2020 Q2 - filed July 14, 2020
- Vista Wealth Management Group 2020 Q1 - filed May 1, 2020
- Vista Wealth Management Group 2019 Q4 - filed Feb. 3, 2020