Allworth Financial’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $347K | Buy |
2,701
+2,052
| +316% | +$264K | ﹤0.01% | 948 |
|
|
2025
Q1 | $54.4K | Buy |
649
+118
| +22% | +$9.9K | ﹤0.01% | 1506 |
|
|
2024
Q4 | $79K | Sell |
531
-107
| -17% | -$15.9K | ﹤0.01% | 1360 |
|
|
2024
Q3 | $63.5K | Buy |
638
+100
| +19% | +$9.95K | ﹤0.01% | 1292 |
|
|
2024
Q2 | $45.9K | Buy |
538
+91
| +20% | +$7.76K | ﹤0.01% | 1420 |
|
|
2024
Q1 | $36.5K | Buy |
447
+39
| +10% | +$3.19K | ﹤0.01% | 1441 |
|
|
2023
Q4 | $19.6K | Buy |
408
+298
| +271% | +$14.3K | ﹤0.01% | 1661 |
|
|
2023
Q3 | $4.09K | Buy |
110
+54
| +96% | +$2.01K | ﹤0.01% | 2205 |
|
|
2023
Q2 | $1.39K | Sell |
56
-51
| -48% | -$1.26K | ﹤0.01% | 2632 |
|
|
2023
Q1 | $1.53K | Buy |
107
+9
| +9% | +$129 | ﹤0.01% | 2518 |
|
|
2022
Q4 | $1.34K | Buy |
+98
| New | +$1.34K | ﹤0.01% | 2378 |
|
|
2022
Q2 | – | Sell |
-41,212
| Closed | -$577K | – | 2852 |
|
|
2022
Q1 | $577K | Sell |
41,212
-2,418
| -6% | -$33.9K | 0.01% | 373 |
|
|
2021
Q4 | $1.09M | Buy |
43,630
+9,591
| +28% | +$239K | 0.02% | 273 |
|
|
2021
Q3 | $820K | Buy |
+34,039
| New | +$820K | 0.01% | 257 |
|