Vertex shares owned by Sterling Investment Advisors
Quarter-by-quarter ownership of Vertex (VERX) shares owned by Sterling Investment Advisors
from 13F filings
Historical chart of Sterling Investment Advisors investment in Vertex
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Quarterly reported holdings in Vertex by Sterling Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 32k | 38.51 |
| 2024-06-30 | $1.2M | 33k | 36.05 |
| 2024-03-31 | $1.1M | 33k | 31.76 |
| 2023-12-31 | $891k | 33k | 26.94 |
| 2023-09-30 | $764k | 33k | 23.10 |
| 2023-06-30 | $628k | 32k | 19.50 |
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