True Wealth Design’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2K | Sell |
126
-343
| -73% | -$44.2K | 0.01% | 436 |
|
|
2025
Q1 | $33.9K | Buy |
469
+47
| +11% | +$3.4K | 0.01% | 258 |
|
|
2024
Q4 | $48K | Buy |
422
+56
| +15% | +$6.37K | 0.02% | 169 |
|
|
2024
Q3 | $36.4K | Buy |
366
+351
| +2,340% | +$34.9K | 0.01% | 201 |
|
|
2024
Q2 | $1.3K | Buy |
15
+5
| +50% | +$433 | ﹤0.01% | 452 |
|
|
2024
Q1 | $817 | Buy |
10
+4
| +67% | +$327 | ﹤0.01% | 510 |
|
|
2023
Q4 | $289 | Buy |
6
+2
| +50% | +$96 | ﹤0.01% | 613 |
|
|
2023
Q3 | $149 | Buy |
+4
| New | +$149 | ﹤0.01% | 680 |
|