AO
Advisor OS’s Veralto VLTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Sell |
6,284
-214
| -3% | -$21.6K | 0.06% | 215 |
|
|
2025
Q1 | $633K | Sell |
6,498
-102
| -2% | -$9.94K | 0.07% | 197 |
|
|
2024
Q4 | $672K | Sell |
6,600
-1,474
| -18% | -$150K | 0.08% | 174 |
|
|
2024
Q3 | $903K | Sell |
8,074
-475
| -6% | -$53.1K | 0.09% | 167 |
|
|
2024
Q2 | $816K | Buy |
8,549
+402
| +5% | +$38.4K | 0.09% | 184 |
|
|
2024
Q1 | $722K | Buy |
8,147
+2,443
| +43% | +$217K | 0.08% | 196 |
|
|
2023
Q4 | $469K | Buy |
+5,704
| New | +$469K | 0.06% | 217 |
|