Dynasty 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 | $347K | Sell |
2,703
-1,653
| -38% | -$212K | 0.01% | 201 |
|
|
2025
Q1 | $314K | Sell |
4,356
-804
| -16% | -$58K | 0.01% | 223 |
|
|
2024
Q4 | $586K | Sell |
5,160
-240
| -4% | -$27.3K | 0.01% | 192 |
|
|
2024
Q3 | $537K | Sell |
5,400
-271
| -5% | -$27K | 0.02% | 177 |
|
|
2024
Q2 | $491K | Sell |
5,671
-2,123
| -27% | -$184K | 0.01% | 190 |
|
|
2024
Q1 | $637K | Buy |
+7,794
| New | +$637K | 0.02% | 166 |
|