EP Wealth Advisors’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Sell |
3,195
-411
| -11% | -$52.8K | ﹤0.01% | 862 |
|
|
2025
Q1 | $260K | Buy |
3,606
+334
| +10% | +$24.1K | ﹤0.01% | 993 |
|
|
2024
Q4 | $372K | Sell |
3,272
-1,006
| -24% | -$114K | ﹤0.01% | 783 |
|
|
2024
Q3 | $426K | Buy |
4,278
+1,294
| +43% | +$129K | ﹤0.01% | 739 |
|
|
2024
Q2 | $258K | Buy |
+2,984
| New | +$258K | ﹤0.01% | 696 |
|