DWA
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Delap Wealth Advisory’s Vertiv VRT Stock Holding History

Delap Wealth 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
2024
Q3 		– Sell
-8,459
Closed -$732K – 116
2024
Q2 		$732K Buy
8,459
+1,293
+18% +$112K 0.34% 35
2024
Q1 		$585K Buy
+7,166
New +$585K 0.24% 63