Vanguard Personalized Indexing Management’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	$11M	Buy	43,732 +2,277	+5%	+$505K	0.11%	158
2025 Q4	$6.72M	Buy	41,455 +1,664	+4%	+$289K	0.07%	245
2025 Q3	$6M	Buy	39,791 +1,852	+5%	+$247K	0.06%	265
2025 Q2	$4.87M	Buy	37,939 +4,541	+14%	+$442K	0.06%	297
2025 Q1	$2.41M	Buy	33,398 +3,407	+11%	+$363K	0.04%	429
2024 Q4	$3.41M	Buy	29,991 +3,058	+11%	+$363K	0.05%	322
2024 Q3	$2.68M	Buy	26,933 +4,526	+20%	+$375K	0.04%	374
2024 Q2	$1.91M	Buy	22,407 +2,897	+15%	+$264K	0.04%	417
2024 Q1	$1.59M	Sell	19,510 -1,821	-9%	-$114K	0.03%	455
2023 Q4	$1.02M	Buy	21,331 +1,246	+6%	+$53.1K	0.03%	636
2023 Q3	$747K	Buy	20,085 +732	+4%	+$24.1K	0.02%	706
2023 Q2	$479K	Buy	19,353 +913	+5%	+$15.7K	0.01%	912
2023 Q1	$264K	Sell	18,440 -707	-4%	-$10.4K	0.01%	1180
2022 Q4	$262K	Buy	19,147 +41	+0.2%	+$547	0.01%	1026
2022 Q3	$186K	Buy	+19,106	New	+$215K	0.01%	1120
2022 Q2	–	Sell	-24,617	Closed	-$345K	–	1332
2022 Q1	$345K	Buy	24,617 +7,075	+40%	+$126K	0.02%	956
2021 Q4	$438K	Buy	17,542 +7,972	+83%	+$199K	0.03%	745
2021 Q3	$231K	Sell	9,570 -6,624	-41%	-$176K	0.02%	878
2021 Q2	$442K	Buy	+16,194	New	+$387K	0.05%	541