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Mark Sheptoff Financial Planning’s Vertex VERX Stock Holding History

Mark Sheptoff Financial Planning’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 		– Sell
-300
Closed -$10.5K – 531
2025
Q1 		$10.5K Sell
300
-450
-60% -$20.6K 0.01% 320
2024
Q4 		$40K Buy
+750
New +$36.4K 0.02% 191

Other funds holding VERX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Mark Sheptoff Financial Planning's VERX Position: Q2 2025 in Review

Mark Sheptoff Financial Planning sold out of Vertex (VERX) in Q2 2025, closing a stake of 300 shares — an estimated $10.5K sold.

Mark Sheptoff Financial Planning first reported a position in VERX in Q4 2024 and held it in 2 quarters. The position peaked at $40K in Q4 2024. 269 funds tracked by Wall St. Rank hold VERX as of Q2 2025.

  • Mark Sheptoff Financial Planning reported no remaining Vertex position as of Q2 2025 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 300 Vertex shares in Q2 2025, an estimated $10.5K.
  • Mark Sheptoff Financial Planning first reported a position in Vertex in Q4 2024 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Vertex position peaked at $40K in Q4 2024.
  • 269 funds tracked by Wall St. Rank held Vertex as of Q2 2025.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2025, filed 6 Aug 2025.