Darwin Wealth Management’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Buy |
14,531
+4,183
| +40% | +$537K | 0.65% | 44 |
|
|
2025
Q1 | $1.18M | Hold |
10,348
| – | – | 0.4% | 64 |
|
|
2024
Q4 | $1.18M | Buy |
10,348
+6,450
| +165% | +$733K | 0.4% | 64 |
|
|
2024
Q3 | $388K | Hold |
3,898
| – | – | 0.11% | 105 |
|
|
2024
Q2 | $337K | Hold |
3,898
| – | – | 0.17% | 60 |
|
|
2024
Q1 | $318K | Buy |
+3,898
| New | +$318K | 0.09% | 109 |
|
|
2022
Q2 | – | Sell |
-29,524
| Closed | -$413K | – | 181 |
|
|
2022
Q1 | $413K | Buy |
29,524
+15,543
| +111% | +$217K | 0.07% | 130 |
|
|
2021
Q4 | $307K | Buy |
+13,981
| New | +$307K | 0.05% | 145 |
|