Gladstone Institutional Advisory’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $668K | Buy |
5,200
+655
| +14% | +$84.1K | 0.03% | 426 |
|
|
2025
Q1 | $328K | Sell |
4,545
-290
| -6% | -$20.9K | 0.02% | 564 |
|
|
2024
Q4 | $549K | Sell |
4,835
-1,720
| -26% | -$195K | 0.03% | 453 |
|
|
2024
Q3 | $652K | Buy |
+6,555
| New | +$652K | 0.03% | 392 |
|
|
2023
Q4 | – | Sell |
-30,038
| Closed | -$1.12M | – | 700 |
|
|
2023
Q3 | $1.12M | Sell |
30,038
-20,000
| -40% | -$744K | 0.07% | 249 |
|
|
2023
Q2 | $1.24M | Sell |
50,038
-49,962
| -50% | -$1.24M | 0.08% | 245 |
|
|
2023
Q1 | $1.43M | Hold |
100,000
| – | – | 0.09% | 234 |
|
|
2022
Q4 | $1.37M | Hold |
100,000
| – | – | 0.1% | 236 |
|
|
2022
Q3 | $972K | Hold |
100,000
| – | – | 0.08% | 269 |
|
|
2022
Q2 | $822K | Buy |
+100,000
| New | +$822K | 0.07% | 312 |
|