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SVB Wealth’s Vertex VERX Stock Holding History

SVB Wealth’s Portfolio VERX Stock Details VERX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-50
Closed -$1.75K – 1585
2025
Q1 		$1.75K Buy
+50
New +$1.75K ﹤0.01% 1260