Mount Yale Investment 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 | $1.5M | Sell |
11,717
-146
| -1% | -$18.7K | 0.12% | 156 |
|
|
2025
Q1 | $857K | Buy |
11,863
+779
| +7% | +$56.2K | 0.07% | 220 |
|
|
2024
Q4 | $1.26M | Sell |
11,084
-1,133
| -9% | -$129K | 0.1% | 169 |
|
|
2024
Q3 | $1.22M | Buy |
12,217
+3,040
| +33% | +$302K | 0.12% | 169 |
|
|
2024
Q2 | $794K | Sell |
9,177
-130
| -1% | -$11.3K | 0.06% | 249 |
|
|
2024
Q1 | $760K | Sell |
9,307
-3,717
| -29% | -$304K | 0.06% | 278 |
|
|
2023
Q4 | $626K | Buy |
13,024
+5,039
| +63% | +$242K | 0.06% | 282 |
|
|
2023
Q3 | $297K | Sell |
7,985
-4,210
| -35% | -$157K | 0.03% | 395 |
|
|
2023
Q2 | $302K | Buy |
+12,195
| New | +$302K | 0.03% | 388 |
|
|
2022
Q1 | – | Sell |
-9,547
| Closed | -$238K | – | 496 |
|
|
2021
Q4 | $238K | Buy |
+9,547
| New | +$238K | 0.02% | 414 |
|