VA
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VestGen Advisors’s Fiserv FI Stock Holding History

VestGen Advisors’s Portfolio FI Stock Details FI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.68M Sell
9,753
-1,169
-11% -$202K 0.07% 239
2025
Q1 		$2.41M Buy
+10,922
New +$2.41M 0.11% 167