OneDigital Investment Advisors’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.9M	Buy	43,524 +7,122	+20%	+$1.58M	0.11%	166
2025 Q4	$5.9M	Sell	36,402 -30,905	-46%	-$5.37M	0.06%	247
2025 Q3	$10.2M	Sell	67,307 -377	-0.6%	-$50.3K	0.1%	169
2025 Q2	$8.69M	Buy	67,684 +5,733	+9%	+$558K	0.1%	173
2025 Q1	$4.47M	Buy	61,951 +6,444	+12%	+$686K	0.05%	249
2024 Q4	$6.31M	Sell	55,507 -11,036	-17%	-$1.31M	0.07%	203
2024 Q3	$6.62M	Buy	66,543 +1,099	+2%	+$91.1K	0.08%	206
2024 Q2	$5.67M	Buy	65,444 +53,689	+457%	+$4.89M	0.07%	213
2024 Q1	$960K	Buy	11,755 +161	+1%	+$10.1K	0.02%	522
2023 Q4	$557K	Buy	11,594 +810	+8%	+$34.5K	0.01%	675
2023 Q3	$401K	Buy	10,784 +33	+0.3%	+$1.09K	0.01%	713
2023 Q2	$266K	Buy	10,751 +506	+5%	+$8.69K	0.01%	866
2023 Q1	$147K	Hold	10,245	–	–	﹤0.01%	929
2022 Q4	$140K	Buy	+10,245	New	+$137K	﹤0.01%	787