Sovereign Financial Group’s Vertiv VRT Stock Holding History

Sovereign Financial Group’s Portfolio VRT Stock Details VRT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$598K	Sell
2024 Q3	$526K	Sell
2024 Q2	$611K	Buy
2024 Q1	$465K	Buy