BWM
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Bosman Wealth Management’s Vertex VERX Stock Holding History

Bosman Wealth Management’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-22,709
Closed -$1.21M – 50
2024
Q4 		$1.21M Buy
+22,709
New +$1.21M 1.17% 23