Northwestern Mutual Wealth Management’s Vertex VERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$74 Buy
2025
Q1
Sell
2024
Q4
$267 Hold
2024
Q3
$193 Hold
2024
Q2
$180 Buy
2023
Q3
Sell
2023
Q2
$2.32K Buy
2023
Q1
Sell
2022
Q4
$1.36K Buy