Advisor OS’s Vertiv VRT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$293K	Buy	+2,278	New	+$293K	0.03%	355
2025 Q1	–	Sell	-2,766	Closed	-$314K	–	456
2024 Q4	$314K	Buy	2,766 +414	+18%	+$47K	0.04%	309
2024 Q3	$234K	Buy	+2,352	New	+$234K	0.02%	363