VestGen Advisors’s S&P Global SPGI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.87M	Sell	3,538 -281	-7%	-$148K	0.07%	224
2025 Q1	$1.94M	Buy	+3,819	New	+$1.94M	0.09%	208