Modera 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
$313K Buy
+2,440
New +$313K ﹤0.01% 529
2024
Q4
Sell
-2,316
Closed -$230K 647
2024
Q3
$230K Buy
+2,316
New +$230K ﹤0.01% 547