Stonegate 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	$10.1M	Buy	78,837 +70,877	+890%	+$9.1M	0.25%	51
2025 Q1	$575K	Sell	7,960 -111	-1%	-$8.01K	0.02%	198
2024 Q4	$910K	Sell	8,071 -8,708	-52%	-$982K	0.02%	160
2024 Q3	$1.67M	Buy	+16,779	New	+$1.67M	0.04%	135