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Heritage Trust’s Vertiv VRT Stock Holding History

Heritage Trust’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$533K Buy
4,152
+506
+14% +$65K 0.06% 200
2025
Q1 		$263K Buy
3,646
+1,256
+53% +$90.7K 0.03% 266
2024
Q4 		$272K Buy
+2,390
New +$272K 0.03% 264