Prestige Wealth Management Group’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$981K	Buy	7,636 +151	+2%	+$19.4K	0.2%	59
2025 Q1	$540K	Buy	7,485 +3,790	+103%	+$274K	0.12%	90
2024 Q4	$420K	Buy	3,695 +85	+2%	+$9.66K	0.09%	114
2024 Q3	$359K	Sell	3,610 -78	-2%	-$7.76K	0.07%	123
2024 Q2	$319K	Buy	+3,688	New	+$319K	0.07%	115