Wealth Enhancement Advisory Services’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Buy |
114,975
+21,321
| +23% | +$2.73M | 0.02% | 517 |
|
|
2025
Q1 | $6.76M | Buy |
93,654
+55,736
| +147% | +$4.02M | 0.01% | 723 |
|
|
2024
Q4 | $4.31M | Buy |
37,918
+8,009
| +27% | +$910K | 0.01% | 853 |
|
|
2024
Q3 | $2.98M | Buy |
29,909
+8,855
| +42% | +$881K | 0.01% | 897 |
|
|
2024
Q2 | $1.82M | Buy |
21,054
+13,004
| +162% | +$1.13M | ﹤0.01% | 1022 |
|
|
2024
Q1 | $657K | Buy |
+8,050
| New | +$657K | ﹤0.01% | 1436 |
|