CreativeOne Wealth’s Veralto VLTO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,320
Closed -$324K 1190
2025
Q1
$324K Sell
3,320
-899
-21% -$87.6K 0.01% 837
2024
Q4
$430K Buy
4,219
+173
+4% +$17.6K 0.01% 743
2024
Q3
$453K Buy
+4,046
New +$453K 0.02% 659
2024
Q2
Sell
-3,046
Closed -$270K 920
2024
Q1
$270K Buy
+3,046
New +$270K 0.01% 747