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Optimize Financial’s Vertiv VRT Stock Holding History

Optimize Financial’s Portfolio VRT Stock Details VRT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$353K Buy
+2,748
New +$353K 0.22% 144
2025
Q1 		– Sell
-2,900
Closed -$329K – 289
2024
Q4 		$329K Buy
+2,900
New +$329K 0.25% 124