Beacon Pointe Advisors’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
8,349
-2,266
| -21% | -$291K | 0.01% | 649 |
|
|
2025
Q1 | $766K | Sell |
10,615
-1,786
| -14% | -$129K | 0.01% | 703 |
|
|
2024
Q4 | $1.41M | Sell |
12,401
-6,160
| -33% | -$700K | 0.02% | 547 |
|
|
2024
Q3 | $1.85M | Buy |
18,561
+9,932
| +115% | +$988K | 0.02% | 486 |
|
|
2024
Q2 | $747K | Buy |
8,629
+5,792
| +204% | +$501K | 0.01% | 722 |
|
|
2024
Q1 | $232K | Buy |
+2,837
| New | +$232K | ﹤0.01% | 1190 |
|