AE 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 | $1.35M | Buy |
10,531
+452
| +4% | +$58K | 0.01% | 640 |
|
|
2025
Q1 | $728K | Buy |
10,079
+8,214
| +440% | +$593K | 0.01% | 807 |
|
|
2024
Q4 | $212K | Sell |
1,865
-709
| -28% | -$80.6K | ﹤0.01% | 1250 |
|
|
2024
Q3 | $256K | Buy |
+2,574
| New | +$256K | ﹤0.01% | 1084 |
|
|
2024
Q1 | – | Sell |
-25,925
| Closed | -$1.39M | – | 1971 |
|
|
2023
Q4 | $1.39M | Buy |
25,925
+15,051
| +138% | +$805K | 0.01% | 1039 |
|
|
2023
Q3 | $405K | Sell |
10,874
-21,436
| -66% | -$797K | ﹤0.01% | 1489 |
|
|
2023
Q2 | $800K | Sell |
32,310
-13,572
| -30% | -$336K | ﹤0.01% | 1168 |
|
|
2023
Q1 | $657K | Buy |
45,882
+2,403
| +6% | +$34.4K | ﹤0.01% | 1222 |
|
|
2022
Q4 | $594K | Buy |
43,479
+1,705
| +4% | +$23.3K | ﹤0.01% | 1206 |
|
|
2022
Q3 | $406K | Buy |
41,774
+7,123
| +21% | +$69.2K | ﹤0.01% | 1355 |
|
|
2022
Q2 | $285K | Buy |
34,651
+3,661
| +12% | +$30.1K | ﹤0.01% | 1453 |
|
|
2022
Q1 | $434K | Buy |
30,990
+15,900
| +105% | +$223K | ﹤0.01% | 1275 |
|
|
2021
Q4 | $377K | Buy |
15,090
+1,704
| +13% | +$42.6K | ﹤0.01% | 1363 |
|
|
2021
Q3 | $322K | Buy |
13,386
+1,967
| +17% | +$47.3K | ﹤0.01% | 1333 |
|
|
2021
Q2 | $312K | Buy |
+11,419
| New | +$312K | ﹤0.01% | 1328 |
|