Verdence Capital Advisors’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Buy |
10,938
+826
| +8% | +$29.2K | 0.03% | 487 |
|
|
2025
Q1 | $354K | Buy |
10,112
+2,757
| +37% | +$96.5K | 0.03% | 485 |
|
|
2024
Q4 | $392K | Sell |
7,355
-958
| -12% | -$51.1K | 0.03% | 409 |
|
|
2024
Q3 | $320K | Buy |
8,313
+477
| +6% | +$18.4K | 0.03% | 500 |
|
|
2024
Q2 | $282K | Buy |
7,836
+1,134
| +17% | +$40.9K | 0.03% | 495 |
|
|
2024
Q1 | $213K | Buy |
+6,702
| New | +$213K | 0.02% | 557 |
|