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Waldron Private Wealth’s Vertiv VRT Stock Holding History

Waldron Private Wealth’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
Q1 		– Sell
-2,294
Closed -$261K – 427
2024
Q4 		$261K Buy
2,294
+15
+0.7% +$1.7K 0.01% 365
2024
Q3 		$227K Buy
+2,279
New +$227K 0.01% 375