Penn Series Small Cap Growth Fund VERX Holdings History
Penn Series Small Cap Growth Fund's Vertex Inc Holding Summary
As of 2025-03-31, Penn Series Small Cap Growth Fund held 15,756.00 shares of Vertex Inc(VERX), totaling $551,620.00. This investment constitutes 0.64% of their stock portfolio, and Penn Series Small Cap Growth Fund now holds 0.01% of the outstanding Vertex Inc(VERX) stock.
The initial trade took place in 2020Q3. And since then Penn Series Small Cap Growth Fund has made 2 purchases of VERX, at an average price of $38.72, for a total of 23,389.00 shares. In addition, there have been 2 sales at an average price of $31.36 for 7,633.00 shares. Based on historical transaction data and VERX's current price of $35.10, Penn Series Small Cap Growth Fund's estimated gain on his VERX holdings is $-113,140.66, reflecting a -12.49% gain to date.
Penn Series Small Cap Growth Fund VERX ($35.10) Holding Chart
Penn Series Small Cap Growth Fund VERX ($35.10) 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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