FDx 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 | $786K | Sell |
6,124
-195
| -3% | -$25K | 0.24% | 72 |
|
|
2025
Q1 | $456K | Buy |
6,319
+2,712
| +75% | +$196K | 0.15% | 95 |
|
|
2024
Q4 | $410K | Sell |
3,607
-60
| -2% | -$6.82K | 0.12% | 111 |
|
|
2024
Q3 | $365K | Buy |
3,667
+982
| +37% | +$97.7K | 0.1% | 125 |
|
|
2024
Q2 | $232K | Sell |
2,685
-235
| -8% | -$20.3K | 0.06% | 179 |
|
|
2024
Q1 | $238K | Buy |
+2,920
| New | +$238K | 0.04% | 320 |
|
|
2022
Q3 | – | Sell |
-29,068
| Closed | -$239K | – | 814 |
|
|
2022
Q2 | $239K | Buy |
29,068
+204
| +0.7% | +$1.68K | 0.01% | 714 |
|
|
2022
Q1 | $404K | Buy |
28,864
+12,464
| +76% | +$174K | 0.01% | 561 |
|
|
2021
Q4 | $410K | Buy |
+16,400
| New | +$410K | 0.01% | 597 |
|