Mount Yale Investment Advisors’s Veritex Holdings VBTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
+8,319
| New | +$217K | 0.02% | 537 |
|
|
2022
Q3 | – | Sell |
-7,535
| Closed | -$220K | – | 481 |
|
|
2022
Q2 | $220K | Buy |
7,535
+676
| +10% | +$19.7K | 0.03% | 424 |
|
|
2022
Q1 | $262K | Buy |
+6,859
| New | +$262K | 0.03% | 402 |
|
|
2021
Q4 | – | Sell |
-5,085
| Closed | -$200K | – | 489 |
|
|
2021
Q3 | $200K | Buy |
+5,085
| New | +$200K | 0.02% | 446 |
|