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Rollins Financial Advisors’s Vertiv VRT Stock Holding History

Rollins Financial Advisors’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$209K Sell
1,630
-2,363
-59% -$303K 0.03% 136
2025
Q1 		$288K Buy
3,993
+344
+9% +$24.8K 0.05% 103
2024
Q4 		$415K Buy
+3,649
New +$415K 0.06% 89