Northwestern Mutual Wealth Management’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-5
| Closed | -$267 | – | 3956 |
|
|
2024
Q4 | $267 | Hold |
5
| – | – | ﹤0.01% | 3429 |
|
|
2024
Q3 | $193 | Hold |
5
| – | – | ﹤0.01% | 3446 |
|
|
2024
Q2 | $180 | Buy |
+5
| New | +$180 | ﹤0.01% | 3365 |
|
|
2023
Q3 | – | Sell |
-119
| Closed | -$2.32K | – | 3545 |
|
|
2023
Q2 | $2.32K | Buy |
+119
| New | +$2.32K | ﹤0.01% | 2963 |
|
|
2023
Q1 | – | Sell |
-94
| Closed | -$1.36K | – | 3599 |
|
|
2022
Q4 | $1.36K | Buy |
+94
| New | +$1.36K | ﹤0.01% | 3006 |
|