Montag & Associates’s Vesta Real Estate VTMX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-72	Closed	-$2.85K	–	1010
2023 Q4	$2.85K	Buy	72 +39	+118%	+$1.54K	﹤0.01%	850
2023 Q3	$1.09K	Hold	33	–	–	﹤0.01%	865
2023 Q2	$1.06K	Buy	+33	New	+$1.06K	﹤0.01%	881