PWA
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Physician Wealth Advisors’s Visteon VC Stock Holding History

Physician Wealth Advisors’s Portfolio VC Stock Details VC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.73K Buy
+30
New +$2.84K ﹤0.01% 1220
2025
Q4 		– Sell
-19
Closed -$2.28K – 2157
2025
Q3 		$2.28K Buy
19
+9
+90% +$1.06K ﹤0.01% 1163
2025
Q2 		$933 Hold
10
– – ﹤0.01% 1479
2025
Q1 		$777 Buy
+10
New +$842 ﹤0.01% 1245

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Invesco
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VCM
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State Street
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Wellington Management Group
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