EverSource Wealth Advisors’s Vesta Real Estate VTMX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.4K Buy
2025
Q1
$433 Hold
2024
Q4
$486 Sell
2024
Q3
$808 Sell
2024
Q2
$3.85K Buy
2024
Q1
$1.92K Buy
2023
Q4
$634 Buy
2023
Q3
$493 Buy