Arkadios 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 | $2.09M | Sell |
16,297
-544
| -3% | -$69.9K | 0.06% | 335 |
|
|
2025
Q1 | $1.22M | Buy |
16,841
+10,605
| +170% | +$766K | 0.05% | 398 |
|
|
2024
Q4 | $709K | Buy |
6,236
+530
| +9% | +$60.2K | 0.04% | 419 |
|
|
2024
Q3 | $568K | Buy |
5,706
+787
| +16% | +$78.3K | 0.03% | 500 |
|
|
2024
Q2 | $426K | Buy |
4,919
+305
| +7% | +$26.4K | 0.03% | 516 |
|
|
2024
Q1 | $377K | Buy |
4,614
+423
| +10% | +$34.5K | 0.03% | 465 |
|
|
2023
Q4 | $201K | Buy |
+4,191
| New | +$201K | 0.02% | 650 |
|