Orion Portfolio Solutions’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 | $390K | Buy |
17,084
+2,072
| +14% | +$47.3K | ﹤0.01% | 1514 |
|
|
2024
Q4 | $384K | Sell |
15,012
-2,115
| -12% | -$54.1K | ﹤0.01% | 1442 |
|
|
2024
Q3 | $461K | Buy |
17,127
+526
| +3% | +$14.2K | ﹤0.01% | 1363 |
|
|
2024
Q2 | $498K | Sell |
16,601
-225
| -1% | -$6.75K | 0.01% | 1277 |
|
|
2024
Q1 | $660K | Buy |
16,826
+510
| +3% | +$20K | 0.01% | 1163 |
|
|
2023
Q4 | $635K | Buy |
16,316
+3,596
| +28% | +$140K | 0.01% | 1125 |
|
|
2023
Q3 | $418K | Buy |
+12,720
| New | +$418K | 0.01% | 1270 |
|