SEI Investments’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
$465K Buy
16,982
+1,896
+13% +$51.9K ﹤0.01% 2216
2025
Q1
$344K Buy
15,086
+3,480
+30% +$79.4K ﹤0.01% 2280
2024
Q4
$297K Sell
11,606
-1,766
-13% -$45.2K ﹤0.01% 2359
2024
Q3
$360K Buy
13,372
+117
+0.9% +$3.15K ﹤0.01% 2288
2024
Q2
$398K Sell
13,255
-354
-3% -$10.6K ﹤0.01% 2229
2024
Q1
$534K Buy
13,609
+3,693
+37% +$145K ﹤0.01% 2090
2023
Q4
$393K Buy
+9,916
New +$393K ﹤0.01% 2209