Foundations Investment Advisors’s Vertiv VRT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$25.4M	Buy	198,024 +9,228	+5%	+$1.18M	0.4%	62
2025 Q1	$13.6M	Buy	188,796 +3,284	+2%	+$237K	0.25%	101
2024 Q4	$21.1M	Buy	185,512 +13,559	+8%	+$1.54M	0.41%	60
2024 Q3	$17.1M	Buy	+171,953	New	+$17.1M	0.36%	64