MeadowBrook Investment Advisors’s Vertex VERX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$269K	Buy	7,600 +1,110	+17%	+$39.2K	0.24%	90
2025 Q1	$227K	Buy	6,490 +1,460	+29%	+$51.1K	0.21%	103
2024 Q4	$268K	Hold	5,030	–	–	0.24%	94
2024 Q3	$194K	Buy	+5,030	New	+$194K	0.17%	106