Whittier Trust’s Vertex VERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.22M | Buy |
260,875
+6,613
| +3% | +$234K | 0.11% | 153 |
|
|
2025
Q1 | $8.9M | Buy |
254,262
+6,167
| +2% | +$216K | 0.12% | 147 |
|
|
2024
Q4 | $13.2M | Buy |
248,095
+87,304
| +54% | +$4.66M | 0.17% | 115 |
|
|
2024
Q3 | $6.19M | Buy |
160,791
+7,858
| +5% | +$303K | 0.08% | 187 |
|
|
2024
Q2 | $5.51M | Buy |
+152,933
| New | +$5.51M | 0.08% | 191 |
|