Aaron Wealth Advisors’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $433K | Sell |
3,373
-27
| -0.8% | -$3.47K | 0.04% | 276 |
|
2025
Q1 | $245K | Sell |
3,400
-288
| -8% | -$20.8K | 0.03% | 383 |
|
2024
Q4 | $419K | Sell |
3,688
-148
| -4% | -$16.8K | 0.05% | 239 |
|
2024
Q3 | $382K | Buy |
3,836
+1,331
| +53% | +$132K | 0.05% | 243 |
|
2024
Q2 | $217K | Sell |
2,505
-67
| -3% | -$5.8K | 0.03% | 300 |
|
2024
Q1 | $210K | Buy |
+2,572
| New | +$210K | 0.03% | 286 |
|