United Capital Financial 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 | $812K | Sell |
6,321
-7,516
| -54% | -$965K | 0.01% | 641 |
|
|
2025
Q1 | $999K | Sell |
13,837
-2,597
| -16% | -$188K | 0.01% | 561 |
|
|
2024
Q4 | $1.87M | Buy |
16,434
+5,779
| +54% | +$657K | 0.02% | 429 |
|
|
2024
Q3 | $1.06M | Buy |
10,655
+4,798
| +82% | +$477K | 0.01% | 528 |
|
|
2024
Q2 | $507K | Sell |
5,857
-190
| -3% | -$16.4K | ﹤0.01% | 703 |
|
|
2024
Q1 | $494K | Sell |
6,047
-1,049
| -15% | -$85.7K | ﹤0.01% | 731 |
|
|
2023
Q4 | $341K | Buy |
+7,096
| New | +$341K | ﹤0.01% | 824 |
|