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Shepherd Wealth Management’s Vertiv VRT Stock Holding History

Shepherd Wealth Management’s Portfolio VRT Stock Details VRT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,123
Closed -$696K – 48
2024
Q4 		$696K Buy
+6,123
New +$696K 0.68% 31