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Morgan Stanley shares owned by Vista Wealth Management Group

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Vista Wealth Management Group from 13F filings

Historical chart of Vista Wealth Management Group investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Vista Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Vista Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-03-31 $243k 2.1k 116.67
2024-12-31 $245k 2.0k 125.72

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Dimensional Etf Trust Us High Profitab (DUHP)
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American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us Real Estate E (DFAR)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Nu Hldgs Ord Shs Cl A (NU)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Doordash Cl A (DASH)
Ccc Intelligent Solutions Holdings (CCCS)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl C (GOOG)
Snowflake Cl A (SNOW)

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