Wealth Enhancement Advisory Services
VBTX

Wealth Enhancement Advisory Services’s Veritex Holdings VBTX Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio VBTX Stock Details VBTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,679
Closed -$348K – 3807
2025
Q3 		$348K Buy
10,679
+435
+4% +$14K ﹤0.01% 2657
2025
Q2 		$283K Buy
+10,244
New +$244K ﹤0.01% 2691

Other funds holding VBTX

AC
Annandale Capital Dallas, Texas $709M AUM 11.03% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Wealth Enhancement Advisory Services's VBTX Position: Q4 2025 in Review

Wealth Enhancement Advisory Services sold out of Veritex Holdings (VBTX) in Q4 2025, closing a stake of 10,679 shares — an estimated $348K sold.

Wealth Enhancement Advisory Services first reported a position in VBTX in Q2 2025 and held it in 2 quarters. The position peaked at $348K in Q3 2025. 3 funds tracked by Wall St. Rank hold VBTX as of Q4 2025.

  • Wealth Enhancement Advisory Services reported no remaining Veritex Holdings position as of Q4 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,679 Veritex Holdings shares in Q4 2025, an estimated $348K.
  • Wealth Enhancement Advisory Services first reported a position in Veritex Holdings in Q2 2025 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Veritex Holdings position peaked at $348K in Q3 2025.
  • 3 funds tracked by Wall St. Rank held Veritex Holdings as of Q4 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2025, filed 8 Jan 2026.