Creative Planning’s Veralto VLTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.87M | Buy |
38,302
+5,972
| +18% | +$603K | ﹤0.01% | 887 |
|
|
2025
Q1 | $3.15M | Buy |
32,330
+2,521
| +8% | +$246K | ﹤0.01% | 910 |
|
|
2024
Q4 | $3.04M | Buy |
29,809
+3,623
| +14% | +$369K | ﹤0.01% | 889 |
|
|
2024
Q3 | $2.93M | Buy |
26,186
+726
| +3% | +$81.2K | ﹤0.01% | 875 |
|
|
2024
Q2 | $2.43M | Sell |
25,460
-465
| -2% | -$44.4K | ﹤0.01% | 907 |
|
|
2024
Q1 | $2.3M | Sell |
25,925
-438
| -2% | -$38.8K | ﹤0.01% | 914 |
|
|
2023
Q4 | $2.17M | Buy |
+26,363
| New | +$2.17M | ﹤0.01% | 891 |
|