HighPoint Advisor Group’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.81M Sell
2025
Q1
$1.9M Sell
2024
Q4
$3.52M Buy
2024
Q3
$2.29M Sell
2024
Q2
$1.68M Buy
2024
Q1
$1.79M Buy
2023
Q4
$1.11M Buy