Wealth Effects’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $918K | Sell |
7,150
-1,000
| -12% | -$128K | 0.34% | 59 |
|
|
2025
Q1 | $588K | Buy |
8,150
+1,100
| +16% | +$79.4K | 0.25% | 81 |
|
|
2024
Q4 | $801K | Buy |
7,050
+400
| +6% | +$45.4K | 0.28% | 70 |
|
|
2024
Q3 | $662K | Sell |
6,650
-250
| -4% | -$24.9K | 0.23% | 86 |
|
|
2024
Q2 | $597K | Buy |
+6,900
| New | +$597K | 0.22% | 88 |
|