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Diversify Advisory Services’s Vesta Real Estate VTMX Stock Holding History

Diversify Advisory Services’s Portfolio VTMX Stock Details VTMX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,366
Closed -$386K – 695
2024
Q4 		$386K Buy
16,366
+5,094
+45% +$120K 0.02% 422
2024
Q3 		$289K Buy
+11,272
New +$289K 0.02% 509