Marshall & Sterling Wealth Advisors’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$7.58K Buy
59
+39
+195% +$5.01K 0.01% 390
2025
Q1
$1.45K Sell
20
-5
-20% -$362 ﹤0.01% 558
2024
Q4
$2.73K Buy
+25
New +$2.73K ﹤0.01% 290