VestGen Advisors’s Factset FDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261K Sell
583
-8
-1% -$3.58K 0.01% 523
2025
Q1
$269K Buy
+591
New +$269K 0.01% 485