TD Asset Management’s Vertex VERX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-61,668
| Closed | -$2.16M | – | 1256 |
|
|
2025
Q1 | $2.16M | Buy |
61,668
+22,494
| +57% | +$788K | ﹤0.01% | 935 |
|
|
2024
Q4 | $2.09M | Buy |
39,174
+8,574
| +28% | +$457K | ﹤0.01% | 997 |
|
|
2024
Q3 | $1.12M | Buy |
30,600
+1,400
| +5% | +$51.4K | ﹤0.01% | 1165 |
|
|
2024
Q2 | $1.05M | Buy |
+29,200
| New | +$1.05M | ﹤0.01% | 1152 |
|