Capital Advisors Wealth Management’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,837	Closed	-$209K	–	188
2024 Q4	$209K	Buy	+1,837	New	+$209K	0.04%	170