Compass Wealth Management’s Veralto VLTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,454
| Closed | -$142K | – | 401 |
|
|
2025
Q1 | $142K | Sell |
1,454
-58
| -4% | -$5.65K | 0.04% | 168 |
|
|
2024
Q4 | $154K | Hold |
1,512
| – | – | 0.04% | 163 |
|
|
2024
Q3 | $169K | Sell |
1,512
-45
| -3% | -$5.03K | 0.04% | 164 |
|
|
2024
Q2 | $149K | Sell |
1,557
-26
| -2% | -$2.48K | 0.04% | 169 |
|
|
2024
Q1 | $140K | Sell |
1,583
-875
| -36% | -$77.6K | 0.04% | 177 |
|
|
2023
Q4 | $202K | Buy |
+2,458
| New | +$202K | 0.06% | 152 |
|