Valley National Advisers’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-584	Closed	-$50K	–	1144
2024 Q2	$50K	Buy	584 +539	+1,198%	+$46.1K	0.01%	393
2024 Q1	$3K	Buy	45 +10	+29%	+$667	﹤0.01%	908
2023 Q4	$1K	Buy	+35	New	+$1K	﹤0.01%	1163