MWM
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Mindset Wealth Management’s Vertiv VRT Stock Holding History

Mindset Wealth Management’s Portfolio VRT Stock Details VRT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$351K Sell
2,734
-310
-10% -$39.8K 0.11% 95
2025
Q1 		$220K Buy
3,044
+1,135
+59% +$81.9K 0.09% 131
2024
Q4 		$217K Buy
+1,909
New +$217K 0.08% 122