Intellectus Partners’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.08M	Sell	8,375 -545	-6%	-$70K	0.23%	116
2025 Q1	$644K	Buy	8,920 +420	+5%	+$30.3K	0.16%	162
2024 Q4	$966K	Buy	8,500 +500	+6%	+$56.8K	0.21%	125
2024 Q3	$796K	Buy	+8,000	New	+$796K	0.2%	142