TFC Financial 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 | $114K | Buy |
886
+9
| +1% | +$1.16K | 0.02% | 188 |
|
|
2025
Q1 | $63.3K | Sell |
877
-187
| -18% | -$13.5K | 0.01% | 235 |
|
|
2024
Q4 | $121K | Sell |
1,064
-99
| -9% | -$11.2K | 0.02% | 170 |
|
|
2024
Q3 | $116K | Buy |
1,163
+73
| +7% | +$7.26K | 0.02% | 176 |
|
|
2024
Q2 | $94.4K | Hold |
1,090
| – | – | 0.02% | 182 |
|
|
2024
Q1 | $89K | Buy |
1,090
+210
| +24% | +$17.2K | 0.02% | 187 |
|
|
2023
Q4 | $42.3K | Buy |
+880
| New | +$42.3K | 0.01% | 242 |
|