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Sound View Wealth Advisors Group’s Vertiv VRT Stock Holding History

Sound View Wealth Advisors Group’s Portfolio VRT Stock Details VRT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.33M Sell
10,350
-1,353
-12% -$174K 0.1% 162
2025
Q1 		$845K Buy
11,703
+979
+9% +$70.7K 0.07% 194
2024
Q4 		$1.22M Buy
+10,724
New +$1.22M 0.1% 163