VestGen Advisors’s Bank of New York Mellon BK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.35M	Sell	14,812 -25,111	-63%	-$2.29M	0.05%	279
2025 Q1	$3.35M	Buy	+39,923	New	+$3.35M	0.15%	139