FWA
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FSM Wealth Advisors’s Vertiv VRT Stock Holding History

FSM Wealth Advisors’s Portfolio VRT Stock Details VRT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$651K Buy
5,152
+1,717
+50% +$217K 0.11% 126
2025
Q1 		$248K Buy
+3,435
New +$248K 0.06% 178
2024
Q4 		– Sell
-2,203
Closed -$219K – 206
2024
Q3 		$219K Buy
+2,203
New +$219K 0.06% 174