EFG Asset Management’s Vertex VERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.77M Buy
106,828
+52,695
+97% +$1.86M 0.53% 79
2025
Q1
$1.89M Buy
+54,133
New +$1.89M 0.31% 136