Westover Capital 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 | $955K | Sell |
7,435
-4,584
| -38% | -$589K | 0.19% | 99 |
|
|
2025
Q1 | $868K | Buy |
12,019
+3,083
| +35% | +$223K | 0.19% | 105 |
|
|
2024
Q4 | $1.02M | Buy |
8,936
+1,200
| +16% | +$136K | 0.22% | 93 |
|
|
2024
Q3 | $770K | Buy |
7,736
+5,138
| +198% | +$511K | 0.15% | 113 |
|
|
2024
Q2 | $225K | Buy |
+2,598
| New | +$225K | 0.06% | 194 |
|