Thomas J. Herzfeld 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
Q1 | – | Sell |
-42,412
| Closed | -$1.09M | – | 152 |
|
|
2024
Q4 | $1.09M | Sell |
42,412
-6,000
| -12% | -$154K | 0.35% | 63 |
|
|
2024
Q3 | $1.3M | Buy |
48,412
+10,000
| +26% | +$269K | 0.43% | 59 |
|
|
2024
Q2 | $1.15M | Hold |
38,412
| – | – | 0.4% | 61 |
|
|
2024
Q1 | $1.51M | Hold |
38,412
| – | – | 0.53% | 57 |
|
|
2023
Q4 | $1.52M | Buy |
+38,412
| New | +$1.52M | 0.56% | 54 |
|