LPL Financial’s Vesta Real Estate VTMX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-27,529
Closed -$705K 5359
2024
Q4
$705K Buy
+27,529
New +$705K ﹤0.01% 3747