Schroder Investment Management Group’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
-7,436
Closed -$394K 1266
2024
Q4
$394K Sell
7,436
-30,655
-80% -$1.63M ﹤0.01% 1127
2024
Q3
$1.4M Buy
38,091
+7,062
+23% +$259K ﹤0.01% 987
2024
Q2
$1.12M Buy
+31,029
New +$1.12M ﹤0.01% 1011