Concord Wealth Partners’s Veritex Holdings VBTX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-39	Closed	-$974	–	900
2025 Q1	$974	Hold	39	–	–	﹤0.01%	731
2024 Q4	$1.06K	Hold	39	–	–	﹤0.01%	790
2024 Q3	$1.03K	Buy	+39	New	+$1.03K	﹤0.01%	834