Moneta Group Investment Advisors’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$465K	Sell	3,622 -29	-0.8%	-$3.72K	0.01%	450
2025 Q1	$264K	Sell	3,651 -494	-12%	-$35.7K	﹤0.01%	554
2024 Q4	$471K	Buy	4,145 +1,233	+42%	+$140K	0.01%	421
2024 Q3	$290K	Buy	+2,912	New	+$290K	﹤0.01%	527