Whipplewood 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
$120K Sell
936
-21,437
-96% -$2.75M 0.07% 216
2025
Q1
$61.7K Buy
22,373
+21,430
+2,273% +$59.1K 0.04% 278
2024
Q4
$107K Buy
+943
New +$107K 0.06% 225