AE Wealth Management’s Veralto VLTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,791
| Closed | -$200K | – | 2171 |
|
|
2024
Q3 | $200K | Sell |
1,791
-327
| -15% | -$36.6K | ﹤0.01% | 1185 |
|
|
2024
Q2 | $202K | Buy |
+2,118
| New | +$202K | ﹤0.01% | 1165 |
|
|
2024
Q1 | – | Sell |
-3,345
| Closed | -$258K | – | 1963 |
|
|
2023
Q4 | $258K | Buy |
+3,345
| New | +$258K | ﹤0.01% | 1780 |
|