SWA
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Strategies Wealth Advisors’s Vertiv VRT Stock Holding History

Strategies 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 		$723K Buy
5,633
+3
+0.1% +$385 0.08% 75
2025
Q1 		$406K Buy
+5,630
New +$406K 0.05% 115