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Elm3 Financial Group’s Vertiv VRT Stock Holding History

Elm3 Financial Group’s Portfolio VRT Stock Details VRT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$372K Sell
2,898
-184
-6% -$23.6K 0.31% 80
2025
Q1 		$223K Buy
3,082
+459
+17% +$33.1K 0.2% 90
2024
Q4 		$298K Buy
+2,623
New +$298K 0.25% 70