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Vertex shares owned by Bogart Wealth

Quarter-by-quarter ownership of Vertex (VERX) shares owned by Bogart Wealth from 13F filings

Historical chart of Bogart Wealth investment in Vertex

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All positions including Vertex held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertex by Bogart Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.2k 131 31.76
2023-12-31 $3.5k 131 26.94
2023-09-30 $3.0k 131 23.10
2023-06-30 $2.6k 131 19.50
2023-03-31 $2.7k 131 20.69

More positions owned by Bogart Wealth

Exxon Mobil Corp Stock (XOM)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Bond Market Etf Etf (BND)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Ishares Msci Acwi Etf Etf (ACWI)
Vanguard Total International Stock Etf Etf (VXUS)
Victoryshares Core Intermediate Bond Etf Etf (UITB)
Ishares Core Dividend Growth Etf Etf (DGRO)
Jpmorgan International Research Enhanced Equity Etf Jpmorgan International Etf (JIRE)
Invesco S&p Midcap Quality Etf Etf (XMHQ)
Jpmorgan Core Plus Bond Etf Jpmorgan Core Plus Bond Fund Etf (JCPB)
Pacer Us Small Cap Cash Cows 100 Etf Etf (CALF)
Janus Detroit Street Trust Janus Henderson Aaa Clo Etf Etf (JAAA)

View all positions for Bogart Wealth

Top funds holding Vertex

Vanguard Group
Tensile Capital Management
Fred Alger Management
Neuberger Berman Group
Conestoga Capital Advisors
Jpmorgan Chase & Co
Legacy Advisors
Wsfs Capital Management
TimesSquare Capital Management
William Blair Investment Management
Palisade Capital Management
Henderson Group
Vista Equity Partners III
Dimensional Fund Advisors
Bank of America Corporation

View all funds holding Vertex