WealthPLAN Partners’s Vertiv VRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,758	Closed	-$498K	–	308
2024 Q2	$498K	Buy	5,758 +698	+14%	+$60.4K	0.05%	207
2024 Q1	$413K	Buy	+5,060	New	+$413K	0.04%	220