Vertex shares owned by Westover Capital Advisors
Quarter-by-quarter ownership of Vertex (VERX) shares owned by Westover Capital Advisors
from 13F filings
Historical chart of Westover Capital Advisors investment in Vertex
Tip: Access up to 7 years of quarterly data
All positions including Vertex held by Westover Capital Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Vertex by Westover Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.0M | 55k | 53.35 |
| 2024-09-30 | $2.1M | 55k | 38.51 |
| 2024-06-30 | $558k | 16k | 36.05 |