Glenmede Trust’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $711K | Buy |
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|
2024
Q4 | $946K | Sell |
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|
2024
Q3 | $761K | Sell |
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|
2024
Q2 | $771K | Buy |
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|
2024
Q1 | $641K | Buy |
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|
2023
Q4 | $471K | Buy |
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|
2023
Q3 | $390K | Buy |
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|
2023
Q2 | $305K | Hold |
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|
2023
Q1 | $305K | Sell |
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|
2022
Q4 | $221K | Sell |
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|
2022
Q3 | $210K | Sell |
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|
2022
Q2 | $176K | Sell |
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|
2022
Q1 | $266K | Buy |
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|
2021
Q4 | $204K | Sell |
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|
2021
Q3 | $257K | Sell |
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|
2021
Q2 | $294K | Sell |
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|
2021
Q1 | $977K | Buy |
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|
2020
Q4 | $1.43M | Buy |
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|
2020
Q3 | $410K | Buy |
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