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McCarter Private Wealth Services’s Vertiv VRT Stock Holding History

McCarter Private Wealth Services’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 		$1.54M Buy
11,984
+7,243
+153% +$930K 0.88% 33
2025
Q1 		$342K Buy
4,741
+370
+8% +$26.7K 0.22% 75
2024
Q4 		$497K Buy
+4,371
New +$497K 0.32% 59