WWM
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Whalen Wealth Management’s Vertiv VRT Stock Holding History

Whalen Wealth 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
Q1 		– Sell
-4,240
Closed -$482K – 178
2024
Q4 		$482K Buy
+4,240
New +$482K 0.33% 61