Caldwell Trust’s Veralto VLTO Stock Holding History

Caldwell Trust’s Portfolio VLTO Stock Details VLTO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$66.3K	Hold	657
2025 Q1	$64K	Sell	657 -91
2024 Q4	$76.2K	Hold	748
2024 Q3	$83.7K	Sell	748 -484
2024 Q2	$118K	Buy	1,232 +401
2024 Q1	$73.7K	Sell	831 -131
2023 Q4	$79.1K	Buy	+962