VPWA
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Vestia Personal Wealth Advisors’s Nuveen Churchill Direct Lending NCDL Stock Holding History

Vestia Personal Wealth Advisors’s Portfolio NCDL Stock Details NCDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$178K Hold
10,986
– – 0.12% 97
2025
Q1 		$187K Hold
10,986
– – 0.15% 92
2024
Q4 		$184K Buy
+10,986
New +$184K 0.15% 92