KCFA
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Key Client Fiduciary Advisors’s Vertiv VRT Stock Holding History

Key Client Fiduciary Advisors’s Portfolio VRT Stock Details VRT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$969K Buy
7,544
+615
+9% +$79K 0.39% 56
2025
Q1 		$500K Buy
6,929
+3,410
+97% +$246K 0.23% 100
2024
Q4 		$400K Buy
3,519
+340
+11% +$38.6K 0.18% 117
2024
Q3 		$316K Buy
+3,179
New +$316K 0.14% 141