Journey Strategic Wealth’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,164	Closed	-$246K	–	546
2024 Q4	$246K	Buy	+2,164	New	+$246K	0.01%	394
2023 Q4	–	Sell	-6,164	Closed	-$229K	–	264
2023 Q3	$229K	Buy	+6,164	New	+$229K	0.01%	151