Vertex shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of Vertex (VERX) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in Vertex
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Quarterly reported holdings in Vertex by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $946k | 27k | 35.34 |
| 2025-03-31 | $686k | 20k | 35.01 |
| 2024-12-31 | $798k | 15k | 53.35 |
| 2024-09-30 | $540k | 14k | 38.51 |
| 2024-06-30 | $600k | 17k | 36.05 |
More positions owned by H D Vest Advisory Services
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