Ulland Investment Advisors’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.42M | Sell |
42,170
-2,939
| -7% | -$377K | 4.13% | 7 |
|
|
2025
Q1 | $3.26M | Sell |
45,109
-13,466
| -23% | -$972K | 2.72% | 13 |
|
|
2024
Q4 | $6.66M | Buy |
58,575
+258
| +0.4% | +$29.3K | 4.24% | 9 |
|
|
2024
Q3 | $5.8M | Sell |
58,317
-597
| -1% | -$59.4K | 4.25% | 8 |
|
|
2024
Q2 | $5.1M | Buy |
58,914
+1,793
| +3% | +$155K | 3.55% | 10 |
|
|
2024
Q1 | $4.67M | Buy |
57,121
+51,162
| +859% | +$4.18M | 3.72% | 9 |
|
|
2023
Q4 | $286K | Buy |
+5,959
| New | +$286K | 0.29% | 42 |
|