Avantax Planning Partners’s Vertex Pharmaceuticals VRTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Buy |
1,489
+295
| +25% | +$131K | 0.02% | 233 |
|
|
2025
Q1 | $579K | Buy |
1,194
+190
| +19% | +$92.1K | 0.02% | 234 |
|
|
2024
Q4 | $404K | Buy |
1,004
+150
| +18% | +$60.4K | 0.01% | 288 |
|
|
2024
Q3 | $397K | Buy |
+854
| New | +$397K | 0.01% | 291 |
|
|
2018
Q2 | – | Sell |
-75
| Closed | -$12K | – | 1448 |
|
|
2018
Q1 | $12K | Buy |
+75
| New | +$12K | ﹤0.01% | 978 |
|