Wells Fargo’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $309K | Sell |
25,973
-60,821
| -70% | -$947K | ﹤0.01% | 4429 |
|
|
2025
Q4 | $1.73M | Buy |
86,794
+32,158
| +59% | +$696K | ﹤0.01% | 3565 |
|
|
2025
Q3 | $1.35M | Buy |
54,636
+7,438
| +16% | +$215K | ﹤0.01% | 3593 |
|
|
2025
Q2 | $1.67M | Sell |
47,198
-72,237
| -60% | -$2.75M | ﹤0.01% | 3351 |
|
|
2025
Q1 | $4.18M | Buy |
119,435
+85,055
| +247% | +$3.88M | ﹤0.01% | 2561 |
|
|
2024
Q4 | $1.83M | Buy |
34,380
+13,135
| +62% | +$637K | ﹤0.01% | 3261 |
|
|
2024
Q3 | $818K | Sell |
21,245
-4,023
| -16% | -$148K | ﹤0.01% | 3674 |
|
|
2024
Q2 | $911K | Buy |
25,268
+19,378
| +329% | +$624K | ﹤0.01% | 3563 |
|
|
2024
Q1 | $187K | Buy |
5,890
+3,508
| +147% | +$94.6K | ﹤0.01% | 4510 |
|
|
2023
Q4 | $64.2K | Buy |
2,382
+28
| +1% | +$718 | ﹤0.01% | 5169 |
|
|
2023
Q3 | $54.4K | Buy |
2,354
+330
| +16% | +$6.79K | ﹤0.01% | 5132 |
|
|
2023
Q2 | $39.5K | Buy |
2,024
+1,121
| +124% | +$23.6K | ﹤0.01% | 5515 |
|
|
2023
Q1 | $18.7K | Sell |
903
-178
| -16% | -$2.75K | ﹤0.01% | 5663 |
|
|
2022
Q4 | $15.7K | Buy |
1,081
+15
| +1% | +$240 | ﹤0.01% | 5365 |
|
|
2022
Q3 | $15K | Buy |
1,066
+775
| +266% | +$9.83K | ﹤0.01% | 5531 |
|
|
2022
Q2 | $3K | Sell |
291
-233
| -44% | -$2.95K | ﹤0.01% | 6234 |
|
|
2022
Q1 | $8K | Buy |
524
+43
| +9% | +$602 | ﹤0.01% | 6354 |
|
|
2021
Q4 | $8K | Buy |
481
+217
| +82% | +$4.11K | ﹤0.01% | 6622 |
|
|
2021
Q3 | $5K | Sell |
264
-5,167
| -95% | -$99.9K | ﹤0.01% | 6390 |
|
|
2021
Q2 | $119K | Sell |
5,431
-485,705
| -99% | -$9.86M | ﹤0.01% | 5236 |
|
|
2021
Q1 | $10.8M | Sell |
491,136
-1,346,215
| -73% | -$42M | ﹤0.01% | 2138 |
|
|
2020
Q4 | $64M | Buy |
1,837,351
+27,156
| +2% | +$739K | 0.02% | 847 |
|
|
2020
Q3 | $41.6M | Buy |
+1,810,195
| New | +$44.1M | 0.01% | 971 |
|
Other funds holding VERX
VPM
TCM
VCM
