Mount Yale Investment Advisors’s Vertex Pharmaceuticals VRTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Buy |
+333
| New | +$148K | 0.01% | 596 |
|
|
2020
Q4 | – | Sell |
-1,763
| Closed | -$480K | – | 420 |
|
|
2020
Q3 | $480K | Buy |
1,763
+796
| +82% | +$217K | 0.07% | 245 |
|
|
2020
Q2 | $281K | Buy |
+967
| New | +$281K | 0.05% | 271 |
|
|
2018
Q4 | – | Sell |
-880
| Closed | -$162K | – | 777 |
|
|
2018
Q3 | $162K | Buy |
880
+43
| +5% | +$7.92K | 0.03% | 322 |
|
|
2018
Q2 | $142K | Buy |
837
+219
| +35% | +$37.2K | 0.03% | 364 |
|
|
2018
Q1 | $101K | Buy |
+618
| New | +$101K | 0.02% | 449 |
|