EP Wealth Advisors’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	$243K	Sell	9,305 -263	-3%	-$6.86K	﹤0.01%	1144
2025 Q1	$239K	Buy	9,568 +1,074	+13%	+$26.8K	﹤0.01%	1039
2024 Q4	$231K	Buy	+8,494	New	+$231K	﹤0.01%	999