Westover 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 Q1	–	Sell	-55,427	Closed	-$2.96M	–	254
2024 Q4	$2.96M	Buy	55,427 +632	+1%	+$33.7K	0.65%	39
2024 Q3	$2.11M	Buy	54,795 +39,331	+254%	+$1.51M	0.41%	50
2024 Q2	$557K	Buy	+15,464	New	+$557K	0.14%	121