Vertex Energy shares owned by Segment Wealth Management
Quarter-by-quarter ownership of Vertex Energy (VTNR) shares owned by Segment Wealth Management
from 13F filings
Historical chart of Segment Wealth Management investment in Vertex Energy
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Quarterly reported holdings in Vertex Energy by Segment Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $754k | 539k | 1.40 |
| 2023-12-31 | $1.8M | 539k | 3.39 |
| 2023-09-30 | $2.4M | 539k | 4.45 |
| 2023-06-30 | $314k | 50k | 6.25 |
| 2023-03-31 | $5.3M | 539k | 9.88 |
| 2022-12-31 | $3.3M | 539k | 6.20 |
| 2022-09-30 | $3.4M | 539k | 6.23 |
| 2022-06-30 | $5.7M | 539k | 10.52 |
| 2022-03-31 | $5.4M | 539k | 9.94 |
| 2021-12-31 | $2.4M | 539k | 4.53 |
| 2021-09-30 | $2.8M | 539k | 5.24 |
| 2021-06-30 | $7.1M | 539k | 13.23 |
| 2021-03-31 | $760k | 539k | 1.41 |
| 2020-12-31 | $384k | 539k | 0.71 |
| 2020-09-30 | $269k | 539k | 0.50 |
| 2020-06-30 | $344k | 483k | 0.71 |
| 2020-03-31 | $290k | 483k | 0.60 |
| 2019-12-31 | $722k | 469k | 1.54 |
| 2019-09-30 | $534k | 469k | 1.14 |
| 2019-06-30 | $709k | 470k | 1.51 |
| 2019-03-31 | $175k | 108k | 1.62 |
| 2018-12-31 | $110k | 108k | 1.02 |
| 2018-09-30 | $917k | 536k | 1.71 |
| 2018-06-30 | $588k | 555k | 1.06 |
| 2018-03-31 | $566k | 505k | 1.12 |
| 2017-12-31 | $475k | 505k | 0.94 |
| 2017-09-30 | $384k | 505k | 0.76 |
| 2017-06-30 | $541k | 506k | 1.07 |
| 2017-03-31 | $562k | 506k | 1.11 |
| 2016-12-31 | $663k | 506k | 1.31 |
| 2016-09-30 | $583k | 507k | 1.15 |
| 2016-06-30 | $675k | 507k | 1.33 |
| 2016-03-31 | $987k | 506k | 1.95 |
| 2015-12-31 | $557k | 506k | 1.10 |
| 2015-09-30 | $1.1M | 497k | 2.14 |
| 2015-06-30 | $1.2M | 497k | 2.37 |
| 2015-03-31 | $1.9M | 500k | 3.70 |
| 2014-12-31 | $44k | 11k | 4.18 |
| 2014-09-30 | $97k | 14k | 6.97 |