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Summit Trail Advisors’s Veralto VLTO Stock Holding History

Summit Trail Advisors’s Portfolio VLTO Stock Details VLTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,655
Closed -$271K – 465
2024
Q4 		$271K Buy
2,655
+329
+14% +$33.5K 0.01% 312
2024
Q3 		$260K Buy
2,326
+171
+8% +$19.1K 0.01% 588
2024
Q2 		$206K Buy
+2,155
New +$206K 0.01% 588