Vertex shares owned by Sheets Smith Wealth Management
Quarter-by-quarter ownership of Vertex (VERX) shares owned by Sheets Smith Wealth Management
from 13F filings
Historical chart of Sheets Smith Wealth Management investment in Vertex
Tip: Access up to 7 years of quarterly data
All positions including Vertex held by Sheets Smith Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vertex by Sheets Smith Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $569k | 15k | 38.51 |
2024-06-30 | $533k | 15k | 36.05 |
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