HAG
VRT icon

HighPoint Advisor Group’s Vertiv VRT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.81M Sell
21,919
-179
-0.8% -$23K 0.15% 117
2025
Q1
$1.9M Sell
22,098
-6,470
-23% -$558K 0.11% 146
2024
Q4
$3.52M Buy
28,568
+7,162
+33% +$883K 0.19% 92
2024
Q3
$2.29M Sell
21,406
-1,534
-7% -$164K 0.13% 128
2024
Q2
$1.68M Buy
22,940
+4,078
+22% +$298K 0.1% 161
2024
Q1
$1.79M Buy
18,862
+5,259
+39% +$499K 0.13% 136
2023
Q4
$1.12M Buy
+13,603
New +$1.12M 0.08% 200