Arete 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 | $641K | Sell |
4,994
-470
| -9% | -$60.3K | 0.05% | 347 |
|
|
2025
Q1 | $395K | Buy |
5,464
+72
| +1% | +$5.21K | 0.03% | 455 |
|
|
2024
Q4 | $614K | Sell |
5,392
-571
| -10% | -$65K | 0.04% | 353 |
|
|
2024
Q3 | $593K | Sell |
5,963
-4,418
| -43% | -$439K | 0.05% | 328 |
|
|
2024
Q2 | $898K | Buy |
+10,381
| New | +$898K | 0.07% | 260 |
|