Dynamic Advisor Solutions’s Vertiv VRT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.02M Buy
7,981
+809
+11% +$104K 0.03% 450
2025
Q1
$518K Buy
+7,172
New +$518K 0.02% 575
2024
Q4
Sell
-4,379
Closed -$436K 892
2024
Q3
$436K Buy
+4,379
New +$436K 0.01% 647