OneDigital 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 | $8.69M | Buy |
67,684
+5,733
| +9% | +$736K | 0.1% | 173 |
|
|
2025
Q1 | $4.47M | Buy |
61,951
+6,444
| +12% | +$465K | 0.05% | 249 |
|
|
2024
Q4 | $6.31M | Sell |
55,507
-11,036
| -17% | -$1.25M | 0.07% | 203 |
|
|
2024
Q3 | $6.62M | Buy |
66,543
+1,099
| +2% | +$109K | 0.08% | 206 |
|
|
2024
Q2 | $5.67M | Buy |
65,444
+53,689
| +457% | +$4.65M | 0.07% | 213 |
|
|
2024
Q1 | $960K | Buy |
11,755
+161
| +1% | +$13.1K | 0.02% | 522 |
|
|
2023
Q4 | $557K | Buy |
11,594
+810
| +8% | +$38.9K | 0.01% | 675 |
|
|
2023
Q3 | $401K | Buy |
10,784
+33
| +0.3% | +$1.23K | 0.01% | 713 |
|
|
2023
Q2 | $266K | Buy |
10,751
+506
| +5% | +$12.5K | 0.01% | 866 |
|
|
2023
Q1 | $147K | Hold |
10,245
| – | – | ﹤0.01% | 929 |
|
|
2022
Q4 | $140K | Buy |
+10,245
| New | +$140K | ﹤0.01% | 786 |
|