Dunham Small Cap Growth Fund VERX Holdings History
Dunham Small Cap Growth Fund's Vertex Inc Holding Summary
As of 2025-04-30, Dunham Funds held 27,189.00 shares of Vertex Inc(VERX), totaling $1.09 Mil. This investment constitutes 1.42% of their stock portfolio, and Dunham Funds now holds 0.02% of the outstanding Vertex Inc(VERX) stock.
The initial trade took place in 2023Q2. And since then Dunham Small Cap Growth Fund has made 5 purchases of VERX, at an average price of $22.24, for a total of 40,751.00 shares. In addition, there have been 3 sales at an average price of $31.52 for 13,562.00 shares. Based on historical transaction data and VERX's current price of $35.45, Dunham Small Cap Growth Fund's estimated gain on his VERX holdings is $484,995.19, reflecting a 53.51% gain to date.
Dunham Small Cap Growth Fund VERX ($35.45) Holding Chart
Dunham Small Cap Growth Fund VERX ($35.45) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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