Valeo Financial 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	$269K	Buy	+2,095	New	+$269K	0.01%	610
2025 Q1	–	Sell	-2,073	Closed	-$236K	–	723
2024 Q4	$236K	Buy	+2,073	New	+$236K	0.01%	606
2021 Q2	–	Sell	-10	Closed	–	–	1694
2021 Q1	$0	Buy	+10	New	–	﹤0.01%	2098