NewEdge Wealth’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 Q3	–	Sell	-9,848	Closed	-$295K	–	904
2024 Q2	$295K	Sell	9,848 -122	-1%	-$3.66K	0.01%	644
2024 Q1	$358K	Buy	9,970 +605	+6%	+$21.7K	0.01%	628
2023 Q4	$371K	Buy	+9,365	New	+$371K	0.01%	571