EI
Ellevest Inc’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
+2,845
| New | +$365K | 0.06% | 259 |
|
|
2025
Q1 | – | Sell |
-2,393
| Closed | -$272K | – | 441 |
|
|
2024
Q4 | $272K | Buy |
2,393
+133
| +6% | +$15.1K | 0.02% | 332 |
|
|
2024
Q3 | $225K | Buy |
+2,260
| New | +$225K | 0.01% | 387 |
|
|
2023
Q2 | – | Sell |
-1,356
| Closed | -$19.4K | – | 1608 |
|
|
2023
Q1 | $19.4K | Buy |
1,356
+179
| +15% | +$2.56K | ﹤0.01% | 849 |
|
|
2022
Q4 | $16.1K | Buy |
1,177
+671
| +133% | +$9.17K | ﹤0.01% | 919 |
|
|
2022
Q3 | $5K | Sell |
506
-539
| -52% | -$5.33K | ﹤0.01% | 1192 |
|
|
2022
Q2 | $9K | Buy |
1,045
+88
| +9% | +$758 | ﹤0.01% | 919 |
|
|
2022
Q1 | $13K | Buy |
+957
| New | +$13K | ﹤0.01% | 833 |
|
|
2020
Q4 | – | Sell |
-70
| Closed | -$1K | – | 1372 |
|
|
2020
Q3 | $1K | Buy |
+70
| New | +$1K | ﹤0.01% | 1073 |
|