Bleakley Financial Group’s Vesta Real Estate VTMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Buy |
+11,548
| New | +$316K | 0.01% | 535 |
|
|
2025
Q1 | – | Sell |
-9,040
| Closed | -$231K | – | 1001 |
|
|
2024
Q4 | $231K | Sell |
9,040
-327
| -3% | -$8.37K | 0.01% | 900 |
|
|
2024
Q3 | $252K | Buy |
9,367
+537
| +6% | +$14.5K | 0.01% | 852 |
|
|
2024
Q2 | $265K | Buy |
8,830
+1,194
| +16% | +$35.8K | 0.01% | 795 |
|
|
2024
Q1 | $300K | Buy |
+7,636
| New | +$300K | 0.01% | 759 |
|