Gladstone Institutional Advisory’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$488K	Sell	1,949 -30	-2%	-$6.66K	0.02%	542
2025 Q4	$321K	Sell	1,979 -4,483	-69%	-$778K	0.01%	616
2025 Q3	$975K	Buy	6,462 +1,262	+24%	+$168K	0.04%	370
2025 Q2	$668K	Buy	5,200 +655	+14%	+$63.7K	0.03%	426
2025 Q1	$328K	Sell	4,545 -290	-6%	-$30.9K	0.02%	564
2024 Q4	$549K	Sell	4,835 -1,720	-26%	-$204K	0.03%	453
2024 Q3	$652K	Buy	+6,555	New	+$543K	0.03%	392
2023 Q4	–	Sell	-30,038	Closed	-$1.12M	–	700
2023 Q3	$1.12M	Sell	30,038 -20,000	-40%	-$659K	0.07%	249
2023 Q2	$1.24M	Sell	50,038 -49,962	-50%	-$858K	0.08%	245
2023 Q1	$1.43M	Hold	100,000	–	–	0.09%	234
2022 Q4	$1.37M	Hold	100,000	–	–	0.1%	236
2022 Q3	$972K	Hold	100,000	–	–	0.08%	269
2022 Q2	$822K	Buy	+100,000	New	+$1.13M	0.07%	312