TD Private Client Wealth’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $175K | Buy |
1,363
+853
| +167% | +$110K | ﹤0.01% | 664 |
|
|
2025
Q1 | $36.8K | Buy |
510
+139
| +37% | +$10K | ﹤0.01% | 854 |
|
|
2024
Q4 | $42.1K | Buy |
371
+223
| +151% | +$25.3K | ﹤0.01% | 854 |
|
|
2024
Q3 | $14.7K | Buy |
148
+46
| +45% | +$4.58K | ﹤0.01% | 1010 |
|
|
2024
Q2 | $8.83K | Sell |
102
-28
| -22% | -$2.42K | ﹤0.01% | 1049 |
|
|
2024
Q1 | $10.6K | Sell |
130
-73
| -36% | -$5.96K | ﹤0.01% | 1032 |
|
|
2023
Q4 | $9.75K | Sell |
203
-92
| -31% | -$4.42K | ﹤0.01% | 1050 |
|
|
2023
Q3 | $11K | Sell |
295
-328
| -53% | -$12.2K | ﹤0.01% | 1019 |
|
|
2023
Q2 | $15.4K | Sell |
623
-310
| -33% | -$7.68K | ﹤0.01% | 987 |
|
|
2023
Q1 | $13.4K | Sell |
933
-37
| -4% | -$529 | ﹤0.01% | 995 |
|
|
2022
Q4 | $13.3K | Sell |
970
-128
| -12% | -$1.75K | ﹤0.01% | 971 |
|
|
2022
Q3 | $10.7K | Sell |
1,098
-361
| -25% | -$3.51K | ﹤0.01% | 988 |
|
|
2022
Q2 | $12K | Sell |
1,459
-1,150
| -44% | -$9.45K | ﹤0.01% | 983 |
|
|
2022
Q1 | $36.5K | Sell |
2,609
-17,218
| -87% | -$241K | ﹤0.01% | 837 |
|
|
2021
Q4 | $495K | Buy |
19,827
+7,104
| +56% | +$177K | 0.02% | 420 |
|
|
2021
Q3 | $306K | Sell |
12,723
-509
| -4% | -$12.3K | 0.01% | 468 |
|
|
2021
Q2 | $361K | Sell |
13,232
-60
| -0.5% | -$1.64K | 0.02% | 447 |
|
|
2021
Q1 | $266K | Buy |
13,292
+11,795
| +788% | +$236K | 0.01% | 468 |
|
|
2020
Q4 | $27.9K | Sell |
1,497
-30
| -2% | -$560 | ﹤0.01% | 741 |
|
|
2020
Q3 | $26.4K | Buy |
+1,527
| New | +$26.4K | ﹤0.01% | 699 |
|