Position in VRT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$712,162
+$227,541 QoQ
Shares Held
2,127
+10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,253
of 2,035 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $1,698,472 across 4 Electrical Equipment & Parts names. VRT ranks #1 (41.9% of the industry book) .
All Filings in VRT
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,162 | 2,127 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $484,621 | 1,934 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $380,723 | 2,350 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $365,533 | 2,423 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $310,110 | 2,415 | Shares | Defined | 2025-08-12 | |
| 2024-12-31 | $294,022 | 2,588 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $255,191 | 2,565 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $208,114 | 2,404 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $280,781 | 3,438 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $201,677 | 4,199 | Shares | Defined | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||