Small Cap Dynamic Growth Fund VERX Holdings History
Small Cap Dynamic Growth Fund's Vertex Inc Holding Summary
As of 2025-02-28, Small Cap Dynamic Growth Fund held 166,400.00 shares of Vertex Inc(VERX), totaling $5.37 Mil. This investment constitutes 2.26% of their stock portfolio, and Small Cap Dynamic Growth Fund now holds 0.1% of the outstanding Vertex Inc(VERX) stock.
The initial trade took place in 2023Q4. And since then Small Cap Dynamic Growth Fund has made 4 purchases of VERX, at an average price of $27.90, for a total of 315,315.00 shares. In addition, there have been 2 sales at an average price of $52.29 for 148,915.00 shares. Based on historical transaction data and VERX's current price of $35.45, Small Cap Dynamic Growth Fund's estimated gain on his VERX holdings is $4.89 Mil, reflecting a 55.59% gain to date.
Small Cap Dynamic Growth Fund VERX ($35.45) Holding Chart
Small Cap Dynamic 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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