SAG
SageView Advisory Group’s Veralto VLTO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Sell |
2,821
-111
| -4% | -$11.4K | 0.01% | 502 |
|
|
2025
Q1 | $286K | Sell |
2,932
-176
| -6% | -$17.2K | 0.01% | 483 |
|
|
2024
Q4 | $317K | Buy |
+3,108
| New | +$317K | 0.01% | 447 |
|
|
2024
Q2 | – | Sell |
-515
| Closed | -$270K | – | 789 |
|
|
2024
Q1 | $270K | Buy |
+515
| New | +$270K | 0.01% | 439 |
|