Liberty Wealth Management’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $452K | Buy |
+3,517
| New | +$452K | 0.07% | 137 |
|
|
2025
Q1 | – | Sell |
-3,708
| Closed | -$421K | – | 210 |
|
|
2024
Q4 | $421K | Sell |
3,708
-343
| -8% | -$39K | 0.07% | 131 |
|
|
2024
Q3 | $403K | Buy |
4,051
+295
| +8% | +$29.3K | 0.07% | 133 |
|
|
2024
Q2 | $324K | Buy |
+3,756
| New | +$324K | 0.06% | 148 |
|