Sheets Smith Wealth Management’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	-15,099	Closed	-$806K	–	392
2024 Q4	$806K	Buy	15,099 +324	+2%	+$17.3K	0.1%	183
2024 Q3	$569K	Buy	14,775 +1	+0%	+$39	0.07%	231
2024 Q2	$533K	Buy	+14,774	New	+$533K	0.06%	234