TFC Financial Management’s Vertex VERX Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-8	Closed	-$309	–	1033
2024 Q3	$309	Hold	8	–	–	﹤0.01%	719
2024 Q2	$289	Hold	8	–	–	﹤0.01%	702
2024 Q1	$255	Hold	8	–	–	﹤0.01%	705
2023 Q4	$216	Buy	+8	New	+$216	﹤0.01%	648