Sterling Investment Advisors (Pennsylvania)’s Vertex VERX Stock Holding History

Sterling Investment Advisors (Pennsylvania)’s Portfolio VERX Stock Details VERX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.04M	Hold
2025 Q1	$1.03M	Sell
2024 Q4	$1.69M	Hold
2024 Q3	$1.22M	Sell
2024 Q2	$1.19M	Hold
2024 Q1	$1.05M	Hold
2023 Q4	$891K	Hold
2023 Q3	$764K	Buy
2023 Q2	$628K	Buy