SAG
SageView Advisory Group’s Vertex Pharmaceuticals VRTX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Sell |
3,845
-133
| -3% | -$61.3K | 0.07% | 151 |
|
|
2025
Q1 | $1.93M | Sell |
3,978
-113
| -3% | -$54.8K | 0.08% | 132 |
|
|
2024
Q4 | $1.65M | Sell |
4,091
-2,008
| -33% | -$809K | 0.07% | 146 |
|
|
2024
Q3 | $2.84M | Sell |
6,099
-914
| -13% | -$425K | 0.14% | 89 |
|
|
2024
Q2 | $3.29M | Buy |
+7,013
| New | +$3.29M | 0.15% | 78 |
|
|
2024
Q1 | – | Sell |
-6,362
| Closed | -$2.84M | – | 865 |
|
|
2023
Q4 | $2.84M | Buy |
6,362
+4,060
| +176% | +$1.81M | 0.12% | 105 |
|
|
2023
Q3 | $800K | Buy |
2,302
+510
| +28% | +$177K | 0.05% | 243 |
|
|
2023
Q2 | $631K | Buy |
1,792
+507
| +39% | +$178K | 0.04% | 310 |
|
|
2023
Q1 | $405K | Buy |
+1,285
| New | +$405K | 0.03% | 340 |
|