Vanguard Group Inc Vertex, Inc. Transaction History

Vanguard Group Inc

$5.57 Trillion
Q4 2024

A detailed history of Vanguard Group Inc transactions in Vertex, Inc. stock. As of the latest transaction made, Vanguard Group Inc holds 6,858,981 shares of VERX stock, worth $312 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,858,981

Previous 6,721,315 2.05%

Holding current value

$312 Million

Previous $259 Million 41.37%

% of portfolio

0.01%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$39.21 - $56.92 $5.4 Million - $7.84 Million	137,666 Added 2.05%	6,858,981 $366 Million
Q3 2024 Nov 13, 2024	BUY	$34.62 - $40.01 $11.6 Million - $13.4 Million	334,189 Added 5.23%	6,721,315 $259 Million
Q2 2024 Aug 13, 2024	BUY	$27.94 - $36.05 $16.6 Million - $21.5 Million	595,911 Added 10.29%	6,387,126 $230 Million
Q1 2024 May 10, 2024	BUY	$23.54 - $33.58 $5.54 Million - $7.9 Million	235,407 Added 4.24%	5,791,215 $184 Million
Q4 2023 Feb 14, 2024	BUY	$22.03 - $29.5 $14 Million - $18.8 Million	637,075 Added 12.95%	5,555,808 $150 Million
Q3 2023 Nov 14, 2023	BUY	$17.77 - $23.1 $4.71 Million - $6.12 Million	264,884 Added 5.69%	4,918,733 $114 Million
Q2 2023 Aug 14, 2023	BUY	$18.51 - $22.99 $19.8 Million - $24.6 Million	1,070,461 Added 29.87%	4,653,849 $90.8 Million
Q1 2023 May 15, 2023	SELL	$12.0 - $20.93 $179,388 - $312,882	-14,949 Reduced 0.42%	3,583,388 $74.1 Million
Q4 2022 Feb 10, 2023	BUY	$14.0 - $18.59 $1.45 Million - $1.93 Million	103,638 Added 2.97%	3,598,337 $52.2 Million
Q3 2022 Nov 14, 2022	BUY	$9.86 - $15.1 $7.08 Million - $10.8 Million	717,947 Added 25.86%	3,494,699 $47.8 Million
Q2 2022 Aug 12, 2022	BUY	$9.59 - $16.25 $2.79 Million - $4.73 Million	291,070 Added 11.71%	2,776,752 $31.5 Million
Q1 2022 May 13, 2022	SELL	$12.71 - $16.79 $1.73 Million - $2.29 Million	-136,137 Reduced 5.19%	2,485,682 $38.1 Million
Q4 2021 Feb 14, 2022	BUY	$15.87 - $21.72 $3.71 Million - $5.08 Million	233,929 Added 9.8%	2,621,819 $41.6 Million
Q3 2021 Nov 12, 2021	BUY	$18.15 - $22.62 $14.4 Million - $17.9 Million	791,806 Added 49.61%	2,387,890 $45.9 Million
Q2 2021 Aug 13, 2021	BUY	$16.39 - $23.29 $26.2 Million - $37.2 Million	1,596,084 New	1,596,084 $35 Million

Others Institutions Holding VERX

# of Institutions

263

Shares Held

69.8M

Call Options Held

2.88M

Put Options Held

9.6K

View Full List

About Vertex, Inc.

Ticker VERX
Exchange NASDAQ
Sector Technology
Industry Software—Application
Shares Outstandng 48,432,500
Market Cap $2.2B
Description
Vertex, Inc. provides tax technology solutions for corporations in retail, communication, leasing, and manufacturing industries in the United States and internationally. It offers tax determination, compliance and reporting, tax data management, document management, pre-built integration, and industry-specific solutions. The company sells its so...

More about VERX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vanguard Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Vanguard Group Inc with notifications on news.

Account

Vanguard Group Inc Vertex, Inc. Transaction History