LA
Legacy Advisors’s Vertex VERX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
47,482
-1,276,297
| -96% | -$36.1M | 21.23% | 2 |
|
|
2025
Q1 | $46.3M | Sell |
1,323,779
-74,000
| -5% | -$2.59M | 4.77% | 2 |
|
|
2024
Q4 | $74.6M | Sell |
1,397,779
-765,279
| -35% | -$40.8M | 7.24% | 2 |
|
|
2024
Q3 | $83.3M | Sell |
2,163,058
-415
| -0% | -$16K | 9.02% | 2 |
|
|
2024
Q2 | $78M | Sell |
2,163,473
-748
| -0% | -$27K | 9.48% | 2 |
|
|
2024
Q1 | $68.7M | Sell |
2,164,221
-1,080,650
| -33% | -$34.3M | 8.69% | 2 |
|
|
2023
Q4 | $87.4M | Buy |
3,244,871
+3,044,193
| +1,517% | +$82M | 11.26% | 2 |
|
|
2023
Q3 | $4.64M | Buy |
200,678
+41
| +0% | +$947 | 0.75% | 25 |
|
|
2023
Q2 | $3.91M | Sell |
200,637
-164,765
| -45% | -$3.21M | 0.58% | 34 |
|
|
2023
Q1 | $7.56M | Buy |
365,402
+309,198
| +550% | +$6.4M | 1.39% | 11 |
|
|
2022
Q4 | $816K | Sell |
56,204
-4,154
| -7% | -$60.3K | 0.15% | 102 |
|
|
2022
Q3 | $825K | Buy |
60,358
+358
| +0.6% | +$4.89K | 0.18% | 85 |
|
|
2022
Q2 | $680K | Hold |
60,000
| – | – | 0.14% | 94 |
|
|
2022
Q1 | $920K | Hold |
60,000
| – | – | 0.18% | 84 |
|
|
2021
Q4 | $952K | Hold |
60,000
| – | – | 0.35% | 41 |
|
|
2021
Q3 | $1.15M | Buy |
+60,000
| New | +$1.15M | 0.46% | 36 |
|