Waverly 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	$428K	Buy	+3,335	New	+$428K	﹤0.01%	847
2024 Q4	–	Sell	-3,510	Closed	-$349K	–	1018
2024 Q3	$349K	Buy	3,510 +113	+3%	+$11.2K	0.01%	647
2024 Q2	$294K	Buy	+3,397	New	+$294K	0.01%	666