Sequoia Financial Advisors’s Vertiv VRT Stock Holding History

Sequoia Financial Advisors’s Portfolio VRT Stock Details VRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.06M	Buy
2025 Q2	$1.33M	Buy
2025 Q1	$560K	Sell
2024 Q4	$882K	Buy
2024 Q3	$613K	Buy
2024 Q2	$375K	Buy