Shelton Wealth Management’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
14,988
+5,660
| +61% | +$727K | 0.93% | 26 |
|
|
2025
Q1 | $673K | Sell |
9,328
-1,070
| -10% | -$77.3K | 0.37% | 88 |
|
|
2024
Q4 | $1.18M | Sell |
10,398
-2,914
| -22% | -$331K | 0.61% | 50 |
|
|
2024
Q3 | $1.32M | Buy |
13,312
+3,989
| +43% | +$397K | 0.72% | 36 |
|
|
2024
Q2 | $807K | Buy |
+9,323
| New | +$807K | 0.46% | 68 |
|