EverSource Wealth Advisors’s Vesta Real Estate VTMX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4K | Buy |
454
+435
| +2,289% | +$11.9K | ﹤0.01% | 2654 |
|
|
2025
Q1 | $433 | Hold |
19
| – | – | ﹤0.01% | 3502 |
|
|
2024
Q4 | $486 | Sell |
19
-11
| -37% | -$281 | ﹤0.01% | 3208 |
|
|
2024
Q3 | $808 | Sell |
30
-101
| -77% | -$2.72K | ﹤0.01% | 2767 |
|
|
2024
Q2 | $3.85K | Buy |
131
+77
| +143% | +$2.26K | ﹤0.01% | 2311 |
|
|
2024
Q1 | $1.92K | Buy |
54
+38
| +238% | +$1.35K | ﹤0.01% | 2401 |
|
|
2023
Q4 | $634 | Buy |
16
+1
| +7% | +$40 | ﹤0.01% | 2481 |
|
|
2023
Q3 | $493 | Buy |
+15
| New | +$493 | ﹤0.01% | 2373 |
|