NewEdge Advisors’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
Q2
$1.59K Hold
58
﹤0.01% 3660
2025
Q1
$1.32K Sell
58
-2
-3% -$46 ﹤0.01% 3587
2024
Q4
$1.54K Hold
60
﹤0.01% 3496
2024
Q3
$1.62K Hold
60
﹤0.01% 3424
2024
Q2
$1.8K Sell
60
-121
-67% -$3.63K ﹤0.01% 3360
2024
Q1
$7.1K Sell
181
-75
-29% -$2.94K ﹤0.01% 3015
2023
Q4
$10.1K Buy
+256
New +$10.1K ﹤0.01% 2838