Capital Planning Advisors, LLC's ownership history for VRT

Capital Planning Advisors, LLC currently holds 24.1K shares with a market value of $3.9M. It started holding VRT on 2024-12-31. At its peak, it held 24.6K shares on 2025-09-30. Its highest holding value was $3.9M on 2025-12-31. At its lowest, it held 11.5K shares on 2024-12-31, with a value of $1.3M on 2024-12-31. In the recent 180 days, Capital Planning Advisors, LLC has decreased its shares by 10. In the recent year, Capital Planning Advisors, LLC has increased its shares by 12.6K.