Mark Sheptoff Financial Planning’s Vertex VERX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-300	Closed	-$10.5K	–	531
2025 Q1	$10.5K	Sell	300 -450	-60%	-$15.8K	0.01%	320
2024 Q4	$40K	Buy	+750	New	+$40K	0.02%	191