Congress Wealth Management’s Vesta Real Estate VTMX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,950
| Closed | -$268K | – | 934 |
|
|
2024
Q3 | $268K | Sell |
9,950
-6,035
| -38% | -$163K | ﹤0.01% | 759 |
|
|
2024
Q2 | $479K | Sell |
15,985
-162
| -1% | -$4.86K | 0.01% | 540 |
|
|
2024
Q1 | $634K | Sell |
16,147
-3,228
| -17% | -$127K | 0.01% | 427 |
|
|
2023
Q4 | $768K | Buy |
19,375
+10,414
| +116% | +$413K | 0.01% | 412 |
|
|
2023
Q3 | $295K | Buy |
+8,961
| New | +$295K | 0.01% | 526 |
|