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Cape Investment Advisory’s Vertiv VRT Stock Holding History

Cape Investment Advisory’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 		$82.1K Buy
639
+50
+8% +$6.43K 0.03% 294
2025
Q1 		$42.5K Buy
589
+477
+426% +$34.5K 0.02% 356
2024
Q4 		$12.7K Buy
112
+57
+104% +$6.48K 0.01% 539
2024
Q3 		$5.47K Buy
+55
New +$5.47K ﹤0.01% 684