EWM
Evermay Wealth Management’s Veralto VLTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $184K | Sell |
1,822
-283
| -13% | -$28.6K | 0.02% | 203 |
|
|
2025
Q1 | $205K | Sell |
2,105
-100
| -5% | -$9.76K | 0.03% | 184 |
|
|
2024
Q4 | $225K | Sell |
2,205
-89
| -4% | -$9.07K | 0.03% | 183 |
|
|
2024
Q3 | $257K | Sell |
2,294
-40
| -2% | -$4.48K | 0.04% | 172 |
|
|
2024
Q2 | $223K | Sell |
2,334
-138
| -6% | -$13.2K | 0.04% | 188 |
|
|
2024
Q1 | $219K | Sell |
2,472
-511
| -17% | -$45.4K | 0.03% | 192 |
|
|
2023
Q4 | $246K | Buy |
+2,983
| New | +$246K | 0.05% | 164 |
|