SAG
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SageView Advisory Group’s Vertiv VRT Stock Holding History

SageView Advisory Group’s Portfolio VRT Stock Details VRT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,332
Closed -$379K – 622
2024
Q4 		$379K Sell
3,332
-32
-1% -$3.64K 0.02% 395
2024
Q3 		$335K Sell
3,364
-949
-22% -$94.4K 0.02% 363
2024
Q2 		$373K Buy
+4,313
New +$373K 0.02% 389