DANA EPIPHANY EQUITY FUND VRT Holdings History
Number of Shares
11,000.00
Current Holdings Value*
$939,180.00
% of Portfolio
1.51%
Total Estimate Gain
$382,030.00
% of Total Estimate Gain
39.21%
DANA EPIPHANY EQUITY FUND's Vertiv Holdings Co Holding Summary
As of 2025-04-30, DANA EPIPHANY EQUITY FUND held 11,000.00 shares of Vertiv Holdings Co(VRT), totaling $939,180.00. This investment constitutes 1.51% of their stock portfolio, and DANA EPIPHANY EQUITY FUND now holds 0% of the outstanding Vertiv Holdings Co(VRT) stock.
The initial trade took place in 2025Q2. And since then DANA EPIPHANY EQUITY FUND has made 1 purchases of VRT, at an average price of $88.57, for a total of 11,000.00 shares. Based on historical transaction data and VRT's current price of $123.30, DANA EPIPHANY EQUITY FUND's estimated gain on his VRT holdings is $382,030.00, reflecting a 39.21% gain to date.
DANA EPIPHANY EQUITY FUND VRT ($123.30) Holding Chart
DANA EPIPHANY EQUITY FUND VRT ($123.30) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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