Independent Advisor Alliance’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.19M | Sell |
71,591
-2,050
| -3% | -$263K | 0.27% | 61 |
|
|
2025
Q1 | $5.32M | Buy |
73,641
+2,030
| +3% | +$147K | 0.18% | 100 |
|
|
2024
Q4 | $8.14M | Buy |
71,611
+3,868
| +6% | +$439K | 0.11% | 190 |
|
|
2024
Q3 | $6.74M | Buy |
67,743
+27,426
| +68% | +$2.73M | 0.25% | 79 |
|
|
2024
Q2 | $3.49M | Buy |
+40,317
| New | +$3.49M | 0.12% | 149 |
|