Principal Securities’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$733K Buy
5,706
+558
+11% +$71.6K 0.01% 710
2025
Q1
$585K Buy
5,148
+20
+0.4% +$2.27K 0.01% 718
2024
Q4
$583K Buy
5,128
+2,131
+71% +$242K 0.01% 716
2024
Q3
$298K Buy
2,997
+1,697
+131% +$169K 0.01% 935
2024
Q2
$113K Buy
1,300
+352
+37% +$30.5K ﹤0.01% 1277
2024
Q1
$77.4K Buy
948
+508
+115% +$41.5K ﹤0.01% 1376
2023
Q4
$21.1K Buy
+440
New +$21.1K ﹤0.01% 1896