Advisors Asset Management’s Vertex VERX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.5K | Buy |
2,166
+233
| +12% | +$8.23K | ﹤0.01% | 1241 |
|
|
2025
Q1 | $67.7K | Buy |
1,933
+395
| +26% | +$13.8K | ﹤0.01% | 1256 |
|
|
2024
Q4 | $82.1K | Buy |
1,538
+570
| +59% | +$30.4K | ﹤0.01% | 1255 |
|
|
2024
Q3 | $37.3K | Buy |
968
+540
| +126% | +$20.8K | ﹤0.01% | 1328 |
|
|
2024
Q2 | $15.4K | Buy |
+428
| New | +$15.4K | ﹤0.01% | 1392 |
|