IFP 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 | $1.62M | Buy |
12,602
+6,895
| +121% | +$886K | 0.05% | 411 |
|
|
2025
Q1 | $412K | Sell |
5,707
-1,454
| -20% | -$105K | 0.01% | 842 |
|
|
2024
Q4 | $814K | Buy |
7,161
+5,888
| +463% | +$669K | 0.03% | 578 |
|
|
2024
Q3 | $127K | Sell |
1,273
-404
| -24% | -$40.2K | ﹤0.01% | 1305 |
|
|
2024
Q2 | $145K | Buy |
1,677
+1,293
| +337% | +$112K | 0.01% | 1197 |
|
|
2024
Q1 | $31.4K | Buy |
384
+334
| +668% | +$27.3K | ﹤0.01% | 1767 |
|
|
2023
Q4 | $2.4K | Sell |
50
-56
| -53% | -$2.69K | ﹤0.01% | 2634 |
|
|
2023
Q3 | $3.94K | Buy |
+106
| New | +$3.94K | ﹤0.01% | 2599 |
|
|
2023
Q1 | – | Sell |
-163
| Closed | -$2K | – | 4426 |
|
|
2022
Q4 | $2K | Sell |
163
-587
| -78% | -$7.2K | ﹤0.01% | 4236 |
|
|
2022
Q3 | $10K | Hold |
750
| – | – | ﹤0.01% | 3675 |
|
|
2022
Q2 | $10K | Hold |
750
| – | – | ﹤0.01% | 3431 |
|
|
2022
Q1 | $10K | Buy |
+750
| New | +$10K | ﹤0.01% | 3431 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4615 |
|
|
2021
Q2 | – | Sell |
-125
| Closed | -$2K | – | 4409 |
|
|
2021
Q1 | $2K | Sell |
125
-270
| -68% | -$4.32K | ﹤0.01% | 2694 |
|
|
2020
Q4 | $7K | Buy |
395
+125
| +46% | +$2.22K | ﹤0.01% | 2203 |
|
|
2020
Q3 | $5K | Buy |
+270
| New | +$5K | ﹤0.01% | 2187 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3752 |
|