Bogart Wealth LLC’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6K | Hold |
301
| – | – | ﹤0.01% | 780 |
|
|
2025
Q1 | $10.5K | Buy |
301
+170
| +130% | +$5.95K | ﹤0.01% | 733 |
|
|
2024
Q4 | $6.99K | Hold |
131
| – | – | ﹤0.01% | 806 |
|
|
2024
Q3 | $5.05K | Hold |
131
| – | – | ﹤0.01% | 828 |
|
|
2024
Q2 | $4.72K | Hold |
131
| – | – | ﹤0.01% | 800 |
|
|
2024
Q1 | $4.16K | Hold |
131
| – | – | ﹤0.01% | 804 |
|
|
2023
Q4 | $3.53K | Hold |
131
| – | – | ﹤0.01% | 814 |
|
|
2023
Q3 | $3.03K | Hold |
131
| – | – | ﹤0.01% | 825 |
|
|
2023
Q2 | $2.56K | Hold |
131
| – | – | ﹤0.01% | 854 |
|
|
2023
Q1 | $2.71K | Buy |
+131
| New | +$2.71K | ﹤0.01% | 850 |
|