Creative Planning’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.77M | Buy |
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|
2025
Q1 | $4.04M | Buy |
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|
2024
Q4 | $5.56M | Buy |
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|
2024
Q3 | $4.34M | Buy |
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|
2024
Q2 | $3.14M | Buy |
|
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|
2024
Q1 | $2.8M | Buy |
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|
2023
Q4 | $886K | Sell |
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|
2023
Q3 | $693K | Sell |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $810K | Sell |
|
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|
2022
Q4 | $3.15M | Buy |
|
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|
2022
Q3 | $2.16M | Buy |
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|
2022
Q2 | $1.83M | Buy |
|
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|
2022
Q1 | $1.62M | Sell |
|
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|
2021
Q4 | $2.89M | Buy |
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|
2021
Q3 | $2.79M | Buy |
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|
2021
Q2 | $3.16M | Buy |
|