Sax Wealth Advisors’s Vertiv VRT Stock Holding History

Sax Wealth Advisors’s Portfolio VRT Stock Details VRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$638K	Sell
2025 Q2	$557K	Sell
2025 Q1	$320K	Sell
2024 Q4	$753K	Sell
2024 Q3	$716K	Buy
2024 Q2	$586K	Buy
2024 Q1	$273K	Buy