Envestnet Asset Management’s Vesta Real Estate VTMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
10,478
-807
| -7% | -$22.1K | ﹤0.01% | 4048 |
|
|
2025
Q1 | $257K | Sell |
11,285
-753
| -6% | -$17.2K | ﹤0.01% | 4009 |
|
|
2024
Q4 | $308K | Buy |
12,038
+4,222
| +54% | +$108K | ﹤0.01% | 3887 |
|
|
2024
Q3 | $211K | Sell |
7,816
-3,542
| -31% | -$95.4K | ﹤0.01% | 3997 |
|
|
2024
Q2 | $341K | Sell |
11,358
-1,758
| -13% | -$52.7K | ﹤0.01% | 3653 |
|
|
2024
Q1 | $515K | Buy |
13,116
+5,954
| +83% | +$234K | ﹤0.01% | 3422 |
|
|
2023
Q4 | $284K | Buy |
+7,162
| New | +$284K | ﹤0.01% | 3657 |
|