Sargent Investment Group’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.89M	Buy	20,713 +6,469	+45%	+$904K	0.39%	52
2025 Q1	$1.03M	Buy	14,244 +3,691	+35%	+$266K	0.16%	93
2024 Q4	$1.31M	Buy	+10,553	New	+$1.31M	0.21%	86