Envestnet Portfolio Solutions’s Vertiv VRT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$9.23M Sell
71,888
-18,405
-20% -$2.36M 0.03% 238
2025
Q1
$6.52M Buy
90,293
+2,465
+3% +$178K 0.02% 303
2024
Q4
$9.98M Buy
87,828
+8,197
+10% +$931K 0.03% 251
2024
Q3
$7.92M Buy
79,631
+34,315
+76% +$3.41M 0.03% 292
2024
Q2
$3.92M Buy
45,316
+26,491
+141% +$2.29M 0.01% 432
2024
Q1
$1.54M Sell
18,825
-3,289
-15% -$269K 0.01% 712
2023
Q4
$1.06M Buy
+22,114
New +$1.06M ﹤0.01% 779