Great Valley Advisor Group’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.52M | Buy |
42,974
+2,846
| +7% | +$365K | 0.12% | 163 |
|
|
2025
Q1 | $2.9M | Buy |
40,128
+11,369
| +40% | +$821K | 0.06% | 251 |
|
|
2024
Q4 | $3.27M | Sell |
28,759
-2,396
| -8% | -$272K | 0.07% | 245 |
|
|
2024
Q3 | $3.1M | Buy |
31,155
+14,058
| +82% | +$1.4M | 0.08% | 249 |
|
|
2024
Q2 | $1.48M | Buy |
+17,097
| New | +$1.48M | 0.04% | 314 |
|