SkyOak Wealth’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$278K	Sell	2,165 -3,000	-58%	-$385K	0.06%	188
2025 Q1	$373K	Buy	5,165 +1,000	+24%	+$72.2K	0.08%	139
2024 Q4	$473K	Buy	4,165 +1,000	+32%	+$114K	0.1%	120
2024 Q3	$315K	Buy	+3,165	New	+$315K	0.07%	156