Cyndeo Wealth Partners’s Vertiv VRT Stock Holding History

Cyndeo Wealth Partners’s Portfolio VRT Stock Details VRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$427K	Buy
2025 Q2	$360K	Buy
2024 Q3	–	Sell
2024 Q2	$3.22M	Sell
2024 Q1	$3.15M	Buy
2023 Q4	$1.81M	Sell
2023 Q3	$1.43M	Buy