Continuum Advisory’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$278K Buy
2,165
+533
+33% +$68.4K 0.03% 352
2025
Q1
$118K Buy
1,632
+118
+8% +$8.52K 0.02% 494
2024
Q4
$172K Buy
1,514
+33
+2% +$3.75K 0.02% 416
2024
Q3
$179K Buy
1,481
+394
+36% +$47.7K 0.02% 411
2024
Q2
$94.1K Buy
1,087
+54
+5% +$4.68K 0.01% 494
2024
Q1
$101K Buy
+1,033
New +$101K 0.02% 485