AIM
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Arcadia Investment Management’s Vertex VERX Stock Holding History

Arcadia Investment Management’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,862
Closed -$100K – 274
2025
Q1 		$100K Hold
2,862
– – 0.02% 155
2024
Q4 		$153K Buy
+2,862
New +$139K 0.02% 136
2024
Q3 		– Sell
-2,047
Closed -$73.8K – 325
2024
Q2 		$73.8K Sell
2,047
-739
-27% -$23.8K 0.01% 176
2024
Q1 		$88.4K Sell
2,786
-11
-0.4% -$297 0.02% 166
2023
Q4 		$75.4K Buy
2,797
+133
+5% +$3.41K 0.01% 186
2023
Q3 		$61.6K Buy
2,664
+488
+22% +$10K 0.01% 197
2023
Q2 		$42.4K Sell
2,176
-1,722
-44% -$36.3K 0.01% 228
2023
Q1 		$80.7K Buy
3,898
+2,582
+196% +$39.8K 0.02% 191
2022
Q4 		$19.1K Buy
+1,316
New +$21K ﹤0.01% 279

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GCM
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WA
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Capital World Investors
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CIP
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