NWWA
VRT icon

New Wave Wealth Advisors’s Vertiv VRT Stock Holding History

New Wave Wealth Advisors’s Portfolio VRT Stock Details VRT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-5,555
Closed -$631K – 661
2024
Q4 		$631K Sell
5,555
-204
-4% -$23.2K 0.26% 58
2024
Q3 		$573K Buy
+5,759
New +$573K 0.26% 62