Legal & General Group’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $737K | Sell |
61,993
-12,211
| -16% | -$190K | ﹤0.01% | 2242 |
|
|
2025
Q4 | $1.48M | Sell |
74,204
-8,112
| -10% | -$175K | ﹤0.01% | 2089 |
|
|
2025
Q3 | $2.04M | Buy |
82,316
+2,741
| +3% | +$79.4K | ﹤0.01% | 1973 |
|
|
2025
Q2 | $2.81M | Buy |
79,575
+5,515
| +7% | +$210K | ﹤0.01% | 1826 |
|
|
2025
Q1 | $2.59M | Buy |
74,060
+6,599
| +10% | +$301K | ﹤0.01% | 1828 |
|
|
2024
Q4 | $3.6M | Buy |
67,461
+4,650
| +7% | +$225K | ﹤0.01% | 1738 |
|
|
2024
Q3 | $2.42M | Buy |
62,811
+2,080
| +3% | +$76.7K | ﹤0.01% | 1890 |
|
|
2024
Q2 | $2.19M | Buy |
60,731
+10,662
| +21% | +$343K | ﹤0.01% | 1906 |
|
|
2024
Q1 | $1.59M | Buy |
50,069
+2,035
| +4% | +$54.9K | ﹤0.01% | 2025 |
|
|
2023
Q4 | $1.29M | Buy |
48,034
+6,290
| +15% | +$161K | ﹤0.01% | 2111 |
|
|
2023
Q3 | $964K | Buy |
41,744
+4,360
| +12% | +$89.7K | ﹤0.01% | 2201 |
|
|
2023
Q2 | $729K | Buy |
37,384
+17,819
| +91% | +$376K | ﹤0.01% | 2332 |
|
|
2023
Q1 | $405K | Buy |
19,565
+6,932
| +55% | +$107K | ﹤0.01% | 2379 |
|
|
2022
Q4 | $183K | Buy |
12,633
+1,579
| +14% | +$25.2K | ﹤0.01% | 2645 |
|
|
2022
Q3 | $151K | Buy |
11,054
+717
| +7% | +$9.09K | ﹤0.01% | 2709 |
|
|
2022
Q2 | $117K | Buy |
10,337
+3,551
| +52% | +$44.9K | ﹤0.01% | 2812 |
|
|
2022
Q1 | $104K | Hold |
6,786
| – | – | ﹤0.01% | 2853 |
|
|
2021
Q4 | $107K | Buy |
6,786
+529
| +8% | +$10K | ﹤0.01% | 2897 |
|
|
2021
Q3 | $120K | Buy |
6,257
+4,241
| +210% | +$82K | ﹤0.01% | 2806 |
|
|
2021
Q2 | $44K | Sell |
2,016
-154
| -7% | -$3.13K | ﹤0.01% | 2992 |
|
|
2021
Q1 | $48K | Hold |
2,170
| – | – | ﹤0.01% | 2826 |
|
|
2020
Q4 | $76K | Buy |
2,170
+170
| +9% | +$4.63K | ﹤0.01% | 2662 |
|
|
2020
Q3 | $46K | Buy |
+2,000
| New | +$48.7K | ﹤0.01% | 2723 |
|
Other funds holding VERX
VPM
TCM
VCM
