NEWAS
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N.E.W. Advisory Services’s Vertiv VRT Stock Holding History

N.E.W. Advisory 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 		$229K Sell
1,786
-5,816
-77% -$747K 0.02% 171
2025
Q1 		$549K Buy
+7,602
New +$549K 0.04% 119