Vertex shares owned by JFS Wealth Advisors
Historical chart of JFS Wealth Advisors investment in Vertex
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All positions including Vertex held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Vertex by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $381 | 12 | 31.83 |
| 2023-12-31 | $324 | 12 | 27.00 |
| 2023-09-30 | $231 | 10 | 23.10 |
| 2023-06-30 | $117 | 6 | 19.50 |
| 2023-03-31 | $83 | 4 | 20.75 |
| 2022-12-31 | $58 | 4 | 14.50 |
| 2022-09-30 | $0 | 1 | 0.00 |