Diversified Trust’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$690K Buy
5,370
+167
+3% +$21.4K 0.02% 494
2025
Q1
$376K Sell
5,203
-27,485
-84% -$1.98M 0.01% 656
2024
Q4
$3.71M Buy
32,688
+123
+0.4% +$14K 0.09% 127
2024
Q3
$3.24M Buy
32,565
+27,402
+531% +$2.73M 0.08% 151
2024
Q2
$447K Sell
5,163
-2,982
-37% -$258K 0.01% 567
2024
Q1
$665K Buy
8,145
+3,532
+77% +$288K 0.02% 438
2023
Q4
$222K Buy
+4,613
New +$222K 0.01% 754