HighTower 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	$308K	Buy	+8,709	New	+$308K	﹤0.01%	2897
2025 Q1	–	Sell	-33,582	Closed	-$1.79M	–	3686
2024 Q4	$1.79M	Buy	+33,582	New	+$1.79M	﹤0.01%	1580