Vident Advisory’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Buy |
12,236
+2,031
| +20% | +$71.8K | ﹤0.01% | 1145 |
|
|
2025
Q1 | $357K | Buy |
10,205
+690
| +7% | +$24.2K | 0.01% | 1199 |
|
|
2024
Q4 | $508K | Sell |
9,515
-221
| -2% | -$11.8K | 0.01% | 932 |
|
|
2024
Q3 | $375K | Sell |
9,736
-28
| -0.3% | -$1.08K | 0.01% | 1062 |
|
|
2024
Q2 | $352K | Sell |
9,764
-2,749
| -22% | -$99.1K | 0.01% | 1061 |
|
|
2024
Q1 | $397K | Buy |
12,513
+2,569
| +26% | +$81.6K | 0.01% | 913 |
|
|
2023
Q4 | $268K | Buy |
+9,944
| New | +$268K | 0.01% | 1051 |
|