Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Vertex VERX Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-493
Closed -$9.85K – 4480
2025
Q4 		$9.85K Buy
493
+490
+16,333% +$10.6K ﹤0.01% 3002
2025
Q3 		$74 Buy
+3
New +$87 ﹤0.01% 3723
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 +$161 ﹤0.01% 3365
2023
Q3 		– Sell
-119
Closed -$2.32K – 3545
2023
Q2 		$2.32K Buy
+119
New +$2.51K ﹤0.01% 2963
2023
Q1 		– Sell
-94
Closed -$1.36K – 3599
2022
Q4 		$1.36K Buy
+94
New +$1.5K ﹤0.01% 3006

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