BFS
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Bard Financial Services’s Vertiv VRT Stock Holding History

Bard Financial Services’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$3.06M Sell
20,300
-375
-2% -$50K 0.34% 73
2025
Q2 		$2.65M Hold
20,675
– – 0.32% 76
2025
Q1 		$1.49M Hold
20,675
– – 0.18% 96
2024
Q4 		$2.35M Sell
20,675
-500
-2% -$59.4K 0.28% 77
2024
Q3 		$2.11M Sell
21,175
-1,250
-6% -$104K 0.25% 83
2024
Q2 		$1.94M Sell
22,425
-250
-1% -$22.8K 0.2% 88
2024
Q1 		$1.85M Buy
22,675
+250
+1% +$15.7K 0.2% 96
2023
Q4 		$1.08M Hold
22,425
– – 0.12% 113
2023
Q3 		$834K Sell
22,425
-500
-2% -$16.5K 0.1% 121
2023
Q2 		$568K Sell
22,925
-1,250
-5% -$21.5K 0.04% 202
2023
Q1 		$346K Sell
24,175
-2,750
-10% -$40.4K 0.03% 246
2022
Q4 		$368K Sell
26,925
-2,750
-9% -$36.7K 0.03% 232
2022
Q3 		$288K Sell
29,675
-2,625
-8% -$29.5K 0.03% 239
2022
Q2 		$266K Sell
32,300
-3,750
-10% -$42.4K 0.02% 243
2022
Q1 		$505K Buy
36,050
+5,000
+16% +$88.9K 0.04% 191
2021
Q4 		$775K Sell
31,050
-2,750
-8% -$68.8K 0.06% 166
2021
Q3 		$814K Buy
33,800
+1,800
+6% +$47.8K 0.07% 156
2021
Q2 		$874K Buy
32,000
+9,750
+44% +$233K 0.08% 154
2021
Q1 		$445K Buy
22,250
+11,175
+101% +$226K 0.04% 184
2020
Q4 		$207K Buy
+11,075
New +$204K 0.02% 247

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N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return