Mosaic 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 | $712K | Sell |
5,545
-3,335
| -38% | -$428K | 1.05% | 6 |
|
|
2025
Q1 | $641K | Buy |
+8,880
| New | +$641K | 0.97% | 6 |
|
|
2024
Q1 | – | Sell |
-14,379
| Closed | -$691K | – | 17 |
|
|
2023
Q4 | $691K | Buy |
+14,379
| New | +$691K | 0.41% | 13 |
|
|
2023
Q2 | – | Sell |
-38,819
| Closed | -$556K | – | 21 |
|
|
2023
Q1 | $556K | Hold |
38,819
| – | – | 0.45% | 11 |
|
|
2022
Q4 | $530K | Hold |
38,819
| – | – | 0.45% | 11 |
|
|
2022
Q3 | $377K | Hold |
38,819
| – | – | 0.3% | 12 |
|
|
2022
Q2 | $319K | Hold |
38,819
| – | – | 0.24% | 14 |
|
|
2022
Q1 | $543K | Buy |
+38,819
| New | +$543K | 0.61% | 11 |
|