Integrated Wealth Concepts’s Veralto VLTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $620K | Buy |
6,144
+3,434
| +127% | +$347K | 0.01% | 1154 |
|
|
2025
Q1 | $264K | Sell |
2,710
-183
| -6% | -$17.8K | ﹤0.01% | 1475 |
|
|
2024
Q4 | $295K | Buy |
2,893
+173
| +6% | +$17.6K | ﹤0.01% | 1376 |
|
|
2024
Q3 | $304K | Sell |
2,720
-1,100
| -29% | -$123K | ﹤0.01% | 1339 |
|
|
2024
Q2 | $365K | Buy |
3,820
+1,078
| +39% | +$103K | 0.01% | 1201 |
|
|
2024
Q1 | $243K | Sell |
2,742
-208
| -7% | -$18.4K | ﹤0.01% | 1430 |
|
|
2023
Q4 | $243K | Buy |
+2,950
| New | +$243K | ﹤0.01% | 1369 |
|