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Forum Financial Management’s Vertiv VRT Stock Holding History

Forum Financial Management’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$262K Sell
2,041
-811
-28% -$104K ﹤0.01% 744
2025
Q1 		$206K Buy
2,852
+147
+5% +$10.6K ﹤0.01% 804
2024
Q4 		$307K Buy
+2,705
New +$307K 0.01% 599