JFS Wealth Advisors’s Vertiv VRT Stock Holding History

JFS Wealth Advisors’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 Q2	$17.8K	Buy
2025 Q1	$7.65K	Sell
2024 Q4	$15.1K	Buy
2024 Q3	$9.65K	Sell
2024 Q2	$8.66K	Buy
2024 Q1	$7.35K	Hold
2023 Q4	$4.32K	Buy
2023 Q3	$2.64K	Buy