Legacy Advisors’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Sell |
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|
2025
Q1 | $46.3M | Sell |
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|
2024
Q4 | $74.6M | Sell |
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|
2024
Q3 | $83.3M | Sell |
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|
2024
Q2 | $78M | Sell |
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|
2024
Q1 | $68.7M | Sell |
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|
2023
Q4 | $87.4M | Buy |
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|
2023
Q3 | $4.64M | Buy |
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|
2023
Q2 | $3.91M | Sell |
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|
2023
Q1 | $7.56M | Buy |
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|
2022
Q4 | $816K | Sell |
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|
2022
Q3 | $825K | Buy |
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|
2022
Q2 | $680K | Hold |
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|
2022
Q1 | $920K | Hold |
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|
2021
Q4 | $952K | Hold |
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|
2021
Q3 | $1.15M | Buy |
|