Farther Finance Advisors’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$739K Sell
5,755
-132
-2% -$17K 0.01% 724
2025
Q1
$443K Buy
5,887
+2,257
+62% +$170K 0.01% 835
2024
Q4
$412K Sell
3,630
-1,195
-25% -$136K 0.01% 666
2024
Q3
$480K Buy
4,825
+916
+23% +$91.1K 0.02% 602
2024
Q2
$339K Buy
3,909
+1,800
+85% +$156K 0.02% 623
2024
Q1
$170K Buy
2,109
+1,029
+95% +$82.7K 0.01% 740
2023
Q4
$51.9K Buy
1,080
+1,034
+2,248% +$49.7K ﹤0.01% 1024
2023
Q3
$1.7K Buy
46
+13
+39% +$480 ﹤0.01% 1917
2023
Q2
$817 Sell
33
-64
-66% -$1.58K ﹤0.01% 2032
2023
Q1
$1.39K Buy
+97
New +$1.39K ﹤0.01% 1759