IFP Advisors’s Vertex VERX Stock Holding History

IFP Advisors’s Portfolio VERX Stock Details VERX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$111K	Sell
2025 Q1	$133K	Buy
2024 Q4	–	Hold
2021 Q3	–	Hold
2021 Q2	–	Sell
2021 Q1	$2K	Hold
2020 Q4	$3K	Hold
2020 Q3	$2K	Buy