Vertex shares owned by Legacy Advisors
Historical chart of Legacy Advisors investment in Vertex
Tip: Access up to 7 years of quarterly data
All positions including Vertex held by Legacy Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vertex by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $87M | 3.2M | 26.94 |
| 2023-09-30 | $4.6M | 201k | 23.10 |
| 2023-06-30 | $3.9M | 201k | 19.50 |
| 2023-03-31 | $7.6M | 365k | 20.69 |
| 2022-12-31 | $816k | 56k | 14.51 |
| 2022-09-30 | $825k | 60k | 13.67 |
| 2022-06-30 | $680k | 60k | 11.33 |
| 2022-03-31 | $920k | 60k | 15.33 |
| 2021-12-31 | $952k | 60k | 15.87 |
| 2021-09-30 | $1.2M | 60k | 19.22 |