Estate Counselors’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-23,290	Closed	-$2.65M	–	126
2024 Q4	$2.65M	Hold	23,290	–	–	0.28%	42
2024 Q3	$2.32M	Hold	23,290	–	–	0.24%	37
2024 Q2	$2.02M	Sell	23,290 -160	-0.7%	-$13.9K	0.22%	40
2024 Q1	$1.92M	Buy	+23,450	New	+$1.92M	0.22%	47