YWP
VRT icon

YorkBridge Wealth Partners’s Vertiv VRT Stock Holding History

YorkBridge Wealth Partners’s Portfolio VRT Stock Details VRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$149K Sell
10,883
-15,281
-58% -$204K 0.04% 251
2022
Q3 		$254K Sell
26,164
-2,904
-10% -$32.6K 0.07% 230
2022
Q2 		$239K Buy
29,068
+1,574
+6% +$17.8K 0.06% 243
2022
Q1 		$385K Buy
27,494
+12,723
+86% +$226K 0.08% 186
2021
Q4 		$369K Buy
+14,771
New +$370K 0.08% 207

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