Bogart Wealth LLC’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.46K | Hold |
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|
2025
Q2 | $10.6K | Hold |
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|
2025
Q1 | $10.5K | Buy |
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|
2024
Q4 | $6.99K | Hold |
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|
2024
Q3 | $5.04K | Hold |
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|
2024
Q2 | $4.72K | Hold |
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|
2024
Q1 | $4.16K | Hold |
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|
2023
Q4 | $3.53K | Hold |
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|
2023
Q3 | $3.03K | Hold |
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|
2023
Q2 | $2.56K | Hold |
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|
2023
Q1 | $2.71K | Buy |
|