Mount Yale Investment Advisors’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Sell |
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|
2025
Q1 | $857K | Buy |
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|
2024
Q4 | $1.26M | Sell |
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|
2024
Q3 | $1.22M | Buy |
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|
2024
Q2 | $794K | Sell |
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|
2024
Q1 | $760K | Sell |
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|
2023
Q4 | $626K | Buy |
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|
2023
Q3 | $297K | Sell |
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|
2023
Q2 | $302K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $238K | Buy |
|