SWA
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SOA Wealth Advisors’s Vertiv VRT Stock Holding History

SOA Wealth Advisors’s Portfolio VRT Stock Details VRT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$57.8K Buy
+450
New +$57.8K 0.01% 344
2025
Q1 		– Sell
-225
Closed -$25.6K – 913
2024
Q4 		$25.6K Buy
+225
New +$25.6K ﹤0.01% 417