Royal Bank of Canada’s Vertex VERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5K Sell
452
-131,694
-100% -$2.05M ﹤0.01% 6445
2025
Q4
$2.64M Sell
132,146
-149,384
-53% -$3.23M ﹤0.01% 2919
2025
Q3
$6.98M Buy
281,530
+47,324
+20% +$1.37M ﹤0.01% 2410
2025
Q2
$8.28M Buy
234,206
+53,228
+29% +$2.03M ﹤0.01% 2168
2025
Q1
$6.34M Buy
180,978
+48,181
+36% +$2.2M ﹤0.01% 2088
2024
Q4
$7.08M Sell
132,797
-13,525
-9% -$656K ﹤0.01% 2057
2024
Q3
$5.63M Sell
146,322
-36,955
-20% -$1.36M ﹤0.01% 2189
2024
Q2
$6.61M Buy
183,277
+4,340
+2% +$140K ﹤0.01% 1965
2024
Q1
$5.68M Buy
178,937
+15,572
+10% +$420K ﹤0.01% 2075
2023
Q4
$4.4M Buy
163,365
+26,765
+20% +$686K ﹤0.01% 2361
2023
Q3
$3.15M Sell
136,600
-1,439
-1% -$29.6K ﹤0.01% 2464
2023
Q2
$2.69M Buy
138,039
+2,840
+2% +$59.9K ﹤0.01% 2608
2023
Q1
$2.8M Buy
135,199
+1,292
+1% +$19.9K ﹤0.01% 2543
2022
Q4
$1.94M Sell
133,907
-3,047
-2% -$48.7K ﹤0.01% 2926
2022
Q3
$1.87M Buy
136,954
+403
+0.3% +$5.11K ﹤0.01% 2911
2022
Q2
$1.55M Sell
136,551
-3,629
-3% -$45.9K ﹤0.01% 3117
2022
Q1
$2.15M Buy
140,180
+22,272
+19% +$312K ﹤0.01% 2989
2021
Q4
$1.87M Sell
117,908
-3,936
-3% -$74.6K ﹤0.01% 3217
2021
Q3
$2.34M Buy
121,844
+3,309
+3% +$64K ﹤0.01% 2947
2021
Q2
$2.6M Buy
118,535
+3,463
+3% +$70.3K ﹤0.01% 2839
2021
Q1
$2.53M Buy
115,072
+15,849
+16% +$495K ﹤0.01% 2818
2020
Q4
$3.46M Buy
99,223
+93,788
+1,726% +$2.55M ﹤0.01% 2450
2020
Q3
$125K Buy
+5,435
New +$132K ﹤0.01% 4850

Other funds holding VERX