Wealthcare Advisory Partners’s Vertiv VRT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.49M | Buy |
19,360
+796
| +4% | +$102K | 0.06% | 283 |
|
2025
Q1 | $1.34M | Buy |
18,564
+1,271
| +7% | +$91.8K | 0.04% | 378 |
|
2024
Q4 | $1.96M | Buy |
17,293
+986
| +6% | +$112K | 0.05% | 277 |
|
2024
Q3 | $1.62M | Buy |
16,307
+1,675
| +11% | +$167K | 0.05% | 308 |
|
2024
Q2 | $1.27M | Buy |
14,632
+838
| +6% | +$72.5K | 0.04% | 323 |
|
2024
Q1 | $1.13M | Buy |
13,794
+273
| +2% | +$22.3K | 0.04% | 339 |
|
2023
Q4 | $649K | Buy |
+13,521
| New | +$649K | 0.03% | 430 |
|