Creative Planning’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.77M | Buy |
60,540
+4,584
| +8% | +$589K | 0.01% | 596 |
|
|
2025
Q1 | $4.04M | Buy |
55,956
+7,056
| +14% | +$509K | ﹤0.01% | 797 |
|
|
2024
Q4 | $5.56M | Buy |
48,900
+5,282
| +12% | +$600K | 0.01% | 628 |
|
|
2024
Q3 | $4.34M | Buy |
43,618
+7,341
| +20% | +$730K | ﹤0.01% | 688 |
|
|
2024
Q2 | $3.14M | Buy |
36,277
+2,004
| +6% | +$173K | ﹤0.01% | 796 |
|
|
2024
Q1 | $2.8M | Buy |
34,273
+15,820
| +86% | +$1.29M | ﹤0.01% | 828 |
|
|
2023
Q4 | $886K | Sell |
18,453
-187
| -1% | -$8.98K | ﹤0.01% | 1295 |
|
|
2023
Q3 | $693K | Sell |
18,640
-24,369
| -57% | -$907K | ﹤0.01% | 1348 |
|
|
2023
Q2 | $1.07M | Sell |
43,009
-13,616
| -24% | -$337K | ﹤0.01% | 1096 |
|
|
2023
Q1 | $810K | Sell |
56,625
-174,062
| -75% | -$2.49M | ﹤0.01% | 1183 |
|
|
2022
Q4 | $3.15M | Buy |
230,687
+8,080
| +4% | +$110K | ﹤0.01% | 595 |
|
|
2022
Q3 | $2.16M | Buy |
222,607
+510
| +0.2% | +$4.96K | ﹤0.01% | 676 |
|
|
2022
Q2 | $1.83M | Buy |
222,097
+106,543
| +92% | +$876K | ﹤0.01% | 745 |
|
|
2022
Q1 | $1.62M | Sell |
115,554
-304
| -0.3% | -$4.26K | ﹤0.01% | 792 |
|
|
2021
Q4 | $2.89M | Buy |
115,858
+4
| +0% | +$100 | ﹤0.01% | 574 |
|
|
2021
Q3 | $2.79M | Buy |
115,854
+100
| +0.1% | +$2.41K | 0.01% | 578 |
|
|
2021
Q2 | $3.16M | Buy |
+115,754
| New | +$3.16M | 0.01% | 527 |
|