Golden State 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 Q2	$749K	Buy	5,830 +297	+5%	+$38.1K	0.09%	175
2025 Q1	$400K	Buy	5,533 +1,590	+40%	+$115K	0.06%	239
2024 Q4	$448K	Buy	+3,943	New	+$448K	0.07%	209