Trek Financial’s Vertiv VRT Stock Holding History

Trek Financial’s Portfolio VRT Stock Details VRT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.22M	Buy
2024 Q2	–	Sell
2024 Q1	$1.65M	Sell
2023 Q4	$2.11M	Sell
2023 Q3	$1.8M	Buy