AE Wealth Management’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
|
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|
2025
Q1 | $728K | Buy |
|
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|
2024
Q4 | $212K | Sell |
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|
2024
Q3 | $256K | Buy |
|
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|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $1.39M | Buy |
|
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|
2023
Q3 | $405K | Sell |
|
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|
2023
Q2 | $800K | Sell |
|
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|
2023
Q1 | $657K | Buy |
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|
2022
Q4 | $594K | Buy |
|
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|
2022
Q3 | $406K | Buy |
|
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|
2022
Q2 | $285K | Buy |
|
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|
2022
Q1 | $434K | Buy |
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|
2021
Q4 | $377K | Buy |
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|
2021
Q3 | $322K | Buy |
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|
2021
Q2 | $312K | Buy |
|