Vanguard Personalized Indexing Management’s Vertiv VRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.87M | Buy |
37,939
+4,541
| +14% | +$583K | 0.06% | 297 |
|
|
2025
Q1 | $2.41M | Buy |
33,398
+3,407
| +11% | +$246K | 0.04% | 429 |
|
|
2024
Q4 | $3.41M | Buy |
29,991
+3,058
| +11% | +$347K | 0.05% | 322 |
|
|
2024
Q3 | $2.68M | Buy |
26,933
+4,526
| +20% | +$450K | 0.04% | 374 |
|
|
2024
Q2 | $1.91M | Buy |
22,407
+2,897
| +15% | +$247K | 0.04% | 417 |
|
|
2024
Q1 | $1.59M | Sell |
19,510
-1,821
| -9% | -$149K | 0.03% | 455 |
|
|
2023
Q4 | $1.02M | Buy |
21,331
+1,246
| +6% | +$59.8K | 0.03% | 636 |
|
|
2023
Q3 | $747K | Buy |
20,085
+732
| +4% | +$27.2K | 0.02% | 706 |
|
|
2023
Q2 | $479K | Buy |
19,353
+913
| +5% | +$22.6K | 0.01% | 912 |
|
|
2023
Q1 | $264K | Sell |
18,440
-707
| -4% | -$10.1K | 0.01% | 1180 |
|
|
2022
Q4 | $262K | Buy |
19,147
+41
| +0.2% | +$560 | 0.01% | 1026 |
|
|
2022
Q3 | $186K | Buy |
+19,106
| New | +$186K | 0.01% | 1120 |
|
|
2022
Q2 | – | Sell |
-24,617
| Closed | -$345K | – | 1332 |
|
|
2022
Q1 | $345K | Buy |
24,617
+7,075
| +40% | +$99.2K | 0.02% | 956 |
|
|
2021
Q4 | $438K | Buy |
17,542
+7,972
| +83% | +$199K | 0.03% | 745 |
|
|
2021
Q3 | $231K | Sell |
9,570
-6,624
| -41% | -$160K | 0.02% | 878 |
|
|
2021
Q2 | $442K | Buy |
+16,194
| New | +$442K | 0.05% | 541 |
|