Global Retirement Partners’s Vertex VERX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.35K	Buy	+123	New	+$4.35K	﹤0.01%	2962
2021 Q2	–	Sell	-558	Closed	-$12K	–	1950
2021 Q1	$12K	Buy	558 +110	+25%	+$2.37K	﹤0.01%	1251
2020 Q4	$16K	Hold	448	–	–	﹤0.01%	1121
2020 Q3	$10K	Buy	+448	New	+$10K	﹤0.01%	1155