Private Advisory Group’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.2M | Sell |
79,622
-3,394
| -4% | -$436K | 0.93% | 32 |
|
|
2025
Q1 | $5.99M | Buy |
83,016
+15,587
| +23% | +$1.13M | 0.67% | 42 |
|
|
2024
Q4 | $7.66M | Buy |
67,429
+1,719
| +3% | +$195K | 0.86% | 27 |
|
|
2024
Q3 | $6.54M | Buy |
65,710
+7,430
| +13% | +$739K | 0.78% | 28 |
|
|
2024
Q2 | $5.05M | Buy |
58,280
+4,562
| +8% | +$395K | 0.66% | 40 |
|
|
2024
Q1 | $4.39M | Buy |
+53,718
| New | +$4.39M | 0.63% | 49 |
|