Lyell Wealth 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	$13.5M	Buy	105,062 +30,860	+42%	+$3.96M	1.07%	31
2025 Q1	$5.36M	Buy	74,202 +38,553	+108%	+$2.78M	0.5%	66
2024 Q4	$4.05M	Buy	35,649 +20,379	+133%	+$2.32M	0.36%	71
2024 Q3	$1.52M	Buy	+15,270	New	+$1.52M	0.14%	104