Mark Sheptoff Financial Planning’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$17.3K	Buy	135 +35	+35%	+$4.5K	0.01%	283
2025 Q1	$7.22K	Sell	100 -200	-67%	-$14.4K	﹤0.01%	345
2024 Q4	$34.1K	Hold	300	–	–	0.02%	207
2024 Q3	$29.8K	Buy	300 +200	+200%	+$19.9K	0.02%	214
2024 Q2	$8.66K	Buy	+100	New	+$8.66K	﹤0.01%	327