UBS Group’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
$2.31M Sell
84,445
-7,618
-8% -$209K ﹤0.01% 3702
2025
Q1
$2.1M Buy
92,063
+60,761
+194% +$1.39M ﹤0.01% 3662
2024
Q4
$801K Buy
31,302
+23,435
+298% +$600K ﹤0.01% 4376
2024
Q3
$212K Buy
7,867
+7,329
+1,362% +$197K ﹤0.01% 4660
2024
Q2
$16.1K Buy
538
+536
+26,800% +$16.1K ﹤0.01% 6292
2024
Q1
$78 Sell
2
-262
-99% -$10.2K ﹤0.01% 7701
2023
Q4
$10.5K Buy
264
+202
+326% +$8K ﹤0.01% 6232
2023
Q3
$2.04K Sell
62
-838
-93% -$27.5K ﹤0.01% 6634
2023
Q2
$29K Buy
+900
New +$29K ﹤0.01% 5659