WIM
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WealthPlan Investment Management’s Vertiv VRT Stock Holding History

WealthPlan Investment Management’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
Q2 		$1.07M Buy
8,308
+1,475
+22% +$189K 0.08% 175
2025
Q1 		$493K Buy
6,833
+86
+1% +$6.21K 0.05% 173
2024
Q4 		$767K Buy
6,747
+269
+4% +$30.6K 0.08% 139
2024
Q3 		$645K Buy
+6,478
New +$645K 0.07% 141