SVB Wealth’s Veralto VLTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,700
| Closed | -$458K | – | 1596 |
|
|
2025
Q1 | $458K | Sell |
4,700
-3,279
| -41% | -$320K | 0.02% | 222 |
|
|
2024
Q4 | $813K | Buy |
+7,979
| New | +$813K | 0.02% | 357 |
|
|
2024
Q3 | – | Sell |
-9,045
| Closed | -$864K | – | 595 |
|
|
2024
Q2 | $864K | Sell |
9,045
-1,356
| -13% | -$129K | 0.02% | 352 |
|
|
2024
Q1 | $922K | Sell |
10,401
-1,129
| -10% | -$100K | 0.02% | 361 |
|
|
2023
Q4 | $948K | Buy |
+11,530
| New | +$948K | 0.02% | 344 |
|