Eley Financial Management’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.69M Sell
20,947
-2,887
-12% -$371K 1.03% 31
2025
Q1
$1.79M Buy
23,834
+2,918
+14% +$220K 0.72% 40
2024
Q4
$2.38M Buy
20,916
+473
+2% +$53.7K 0.93% 34
2024
Q3
$2.03M Buy
+20,443
New +$2.03M 0.82% 37