Horizon Family Wealth’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$430K	Buy	3,352 +1	+0%	+$128	0.26%	55
2025 Q1	$242K	Buy	3,351 +291	+10%	+$21K	0.16%	65
2024 Q4	$348K	Sell	3,060 -3	-0.1%	-$341	0.23%	60
2024 Q3	$305K	Buy	+3,063	New	+$305K	0.22%	62