WealthPlan Investment Management’s Veralto VLTO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.94M | Buy |
29,156
+6,130
| +27% | +$619K | 0.21% | 102 |
|
2025
Q1 | $2.24M | Sell |
23,026
-1,520
| -6% | -$148K | 0.22% | 93 |
|
2024
Q4 | $2.5M | Sell |
24,546
-1,816
| -7% | -$185K | 0.25% | 91 |
|
2024
Q3 | $2.95M | Buy |
+26,362
| New | +$2.95M | 0.3% | 83 |
|
2024
Q1 | – | Sell |
-4,938
| Closed | -$406K | – | 202 |
|
2023
Q4 | $406K | Buy |
4,938
+1,914
| +63% | +$157K | 0.07% | 131 |
|
2023
Q3 | $256K | Buy |
+3,024
| New | +$256K | 0.05% | 153 |
|