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 |
|