Rothschild Investment LLC’s Vertex VERX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.41K	Sell	40 -10	-20%	-$353	﹤0.01%	2273
2025 Q1	$1.75K	Sell	50 -10	-17%	-$350	﹤0.01%	1975
2024 Q4	$3.2K	Buy	60 +10	+20%	+$534	﹤0.01%	1540
2024 Q3	$1.93K	Buy	50 +45	+900%	+$1.73K	﹤0.01%	1745
2024 Q2	$180	Buy	+5	New	+$180	﹤0.01%	2523