Farther Finance Advisors’s Vertex VERX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.37K	Buy	67 +1	+2%	+$35	﹤0.01%	3640
2025 Q1	$2.38K	Hold	66	–	–	﹤0.01%	3315
2024 Q4	$3.52K	Sell	66 -558	-89%	-$29.8K	﹤0.01%	2806
2024 Q3	$24K	Buy	624 +355	+132%	+$13.7K	﹤0.01%	1995
2024 Q2	$9.62K	Buy	+269	New	+$9.62K	﹤0.01%	2102