AssetMark Inc’s Vertex VERX Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$168K	Sell	4,743 -28,526	-86%	-$1.01M	﹤0.01%	1261
2025 Q1	$1.16M	Buy	33,269 +31,784	+2,140%	+$1.11M	﹤0.01%	840
2024 Q4	$79.2K	Buy	+1,485	New	+$79.2K	﹤0.01%	1298