Avantax Advisory Services’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $946K | Buy |
26,784
+7,200
| +37% | +$254K | 0.01% | 1202 |
|
|
2025
Q1 | $686K | Buy |
19,584
+4,625
| +31% | +$162K | ﹤0.01% | 1318 |
|
|
2024
Q4 | $798K | Buy |
14,959
+929
| +7% | +$49.6K | 0.01% | 1157 |
|
|
2024
Q3 | $540K | Sell |
14,030
-2,615
| -16% | -$101K | ﹤0.01% | 1358 |
|
|
2024
Q2 | $600K | Buy |
+16,645
| New | +$600K | ﹤0.01% | 1257 |
|