Envestnet Asset Management’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.1M | Sell |
|
|||||
|
2025
Q1 | $7.87M | Buy |
|
|||||
|
2024
Q4 | $9.56M | Sell |
|
|||||
|
2024
Q3 | $7.19M | Sell |
|
|||||
|
2024
Q2 | $8.94M | Buy |
|
|||||
|
2024
Q1 | $7.16M | Sell |
|
|||||
|
2023
Q4 | $6.6M | Sell |
|
|||||
|
2023
Q3 | $6.58M | Buy |
|
|||||
|
2023
Q2 | $4.22M | Buy |
|
|||||
|
2023
Q1 | $3.45M | Buy |
|
|||||
|
2022
Q4 | $2.18M | Sell |
|
|||||
|
2022
Q3 | $2.09M | Buy |
|
|||||
|
2022
Q2 | $1.62M | Sell |
|
|||||
|
2022
Q1 | $2.33M | Buy |
|
|||||
|
2021
Q4 | $2M | Sell |
|
|||||
|
2021
Q3 | $2.43M | Buy |
|
|||||
|
2021
Q2 | $2.28M | Sell |
|
|||||
|
2021
Q1 | $2.33M | Buy |
|
|||||
|
2020
Q4 | $743K | Buy |
|
|||||
|
2020
Q3 | $354K | Buy |
|