Axxcess Wealth Management’s Vertiv VRT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.4M	Buy	18,666 +8,319	+80%	+$1.07M	0.06%	254
2025 Q1	$747K	Buy	10,347 +2,383	+30%	+$172K	0.02%	463
2024 Q4	$905K	Buy	7,964 +580	+8%	+$65.9K	0.02%	420
2024 Q3	$735K	Buy	+7,384	New	+$735K	0.02%	467