RBWA
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RFG - Bristol Wealth Advisors’s Vertiv VRT Stock Holding History

RFG - Bristol Wealth Advisors’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 		$554K Sell
4,315
-6,768
-61% -$869K 0.17% 103
2025
Q1 		$800K Buy
11,083
+1,450
+15% +$105K 0.27% 74
2024
Q4 		$1.09M Buy
+9,633
New +$1.09M 0.36% 64