Summit Trail Advisors’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$456K	Buy	+3,555	New	+$456K	0.01%	762
2025 Q1	–	Sell	-3,277	Closed	-$372K	–	466
2024 Q4	$372K	Buy	3,277 +949	+41%	+$108K	0.01%	260
2024 Q3	$232K	Buy	+2,328	New	+$232K	0.01%	633