Simplicity 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	-8,830	Closed	-$265K	–	1204
2024 Q2	$265K	Buy	8,830 +1,230	+16%	+$36.9K	0.01%	997
2024 Q1	$298K	Buy	+7,600	New	+$298K	0.01%	921