Veritable’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-24,274	Closed	-$200K	–	903
2022 Q2	$200K	Buy	24,274 +4,247	+21%	+$35K	﹤0.01%	828
2022 Q1	$280K	Buy	20,027 +10,870	+119%	+$152K	﹤0.01%	740
2021 Q4	$229K	Buy	+9,157	New	+$229K	﹤0.01%	817