Capital Analysts LLC’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$839K	Buy	6,532 +1,000	+18%	+$128K	0.03%	310
2025 Q1	$399K	Buy	5,532 +532	+11%	+$38.4K	0.01%	406
2024 Q4	$568K	Hold	5,000	–	–	0.02%	316
2024 Q3	$497K	Buy	+5,000	New	+$497K	0.02%	328