United Capital Financial Advisors’s Vertiv VRT Stock Holding History

United Capital Financial Advisors’s Portfolio VRT Stock Details VRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$812K	Sell
2025 Q1	$999K	Sell
2024 Q4	$1.87M	Buy
2024 Q3	$1.06M	Buy
2024 Q2	$507K	Sell
2024 Q1	$494K	Sell
2023 Q4	$341K	Buy