Heritage Wealth Advisors’s Veralto VLTO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$40.4K Hold
400
﹤0.01% 312
2025
Q1
$39K Sell
400
-66
-14% -$6.44K ﹤0.01% 320
2024
Q4
$47.5K Sell
466
-66
-12% -$6.73K ﹤0.01% 313
2024
Q3
$59.5K Buy
532
+13
+3% +$1.46K ﹤0.01% 314
2024
Q2
$49.6K Sell
519
-36
-6% -$3.44K ﹤0.01% 309
2024
Q1
$49.2K Sell
555
-53
-9% -$4.7K ﹤0.01% 327
2023
Q4
$50K Buy
+608
New +$50K ﹤0.01% 336