Avantax Advisory Services’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Buy |
26,186
+1,536
| +6% | +$197K | 0.02% | 581 |
|
|
2025
Q1 | $1.78M | Buy |
24,650
+989
| +4% | +$71.4K | 0.01% | 795 |
|
|
2024
Q4 | $2.69M | Buy |
23,661
+1,838
| +8% | +$209K | 0.02% | 593 |
|
|
2024
Q3 | $2.17M | Buy |
21,823
+6,139
| +39% | +$611K | 0.01% | 660 |
|
|
2024
Q2 | $1.36M | Buy |
15,684
+6,076
| +63% | +$526K | 0.01% | 821 |
|
|
2024
Q1 | $785K | Buy |
+9,608
| New | +$785K | 0.01% | 845 |
|