SSWM
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Smith Salley Wealth Management’s Vertiv VRT Stock Holding History

Smith Salley Wealth Management’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 		$2.77M Buy
21,570
+1,981
+10% +$254K 0.16% 92
2025
Q1 		$1.41M Buy
+19,589
New +$1.41M 0.09% 121