FTDI
First Trust Direct Indexing’s Veralto VLTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-5,810
| Closed | -$650K | – | 895 |
|
|
2024
Q3 | $650K | Buy |
5,810
+1,466
| +34% | +$164K | 0.03% | 465 |
|
|
2024
Q2 | $415K | Buy |
4,344
+1,299
| +43% | +$124K | 0.03% | 550 |
|
|
2024
Q1 | $270K | Buy |
3,045
+414
| +16% | +$36.7K | 0.02% | 641 |
|
|
2023
Q4 | $216K | Buy |
+2,631
| New | +$216K | 0.02% | 684 |
|