Position in VRT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$431,248
+$108,501 QoQ
Shares Held
1,288
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,451
of 2,035 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Performance Wealth Partners, LLC holds $5,282,506 across 3 Electrical Equipment & Parts names. VRT ranks #2 (8.2% of the industry book) .
All Filings in VRT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $431,248 | 1,288 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $322,747 | 1,288 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $206,886 | 1,277 | Shares | Sole | 2026-01-21 | |
| 2024-12-31 | $4,162,670 | 36,640 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||