Focus Partners Wealth’s Vertiv VRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.12M Sell
32,058
-2,862
-8% -$368K 0.01% 730
2025
Q1
$2.52M Buy
34,920
+4,359
+14% +$315K 0.01% 789
2024
Q4
$3.47M Buy
30,561
+25,331
+484% +$2.88M 0.01% 707
2024
Q3
$520K Sell
5,230
-3,156
-38% -$314K ﹤0.01% 1123
2024
Q2
$726K Buy
+8,386
New +$726K ﹤0.01% 869