Diversify Advisory Services’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$641K Buy
4,463
+1,219
+38% +$175K 0.02% 451
2025
Q1
$280K Sell
3,244
-1,133
-26% -$97.7K 0.02% 517
2024
Q4
$564K Buy
+4,377
New +$564K 0.03% 344