KMG Fiduciary Partners’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.38M Buy
34,098
+1,446
+4% +$186K 0.32% 71
2025
Q1
$2.36M Buy
32,652
+3,903
+14% +$282K 0.2% 117
2024
Q4
$3.27M Buy
+28,749
New +$3.27M 0.27% 89