Sheets Smith Wealth Management’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-5,693
Closed -$647K 394
2024
Q4
$647K Buy
+5,693
New +$647K 0.08% 216
2021
Q3
Sell
-22,182
Closed -$606K 376
2021
Q2
$606K Buy
+22,182
New +$606K 0.08% 199