WealthPLAN Partners’s Veralto VLTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
10,208
-5,123
| -33% | -$517K | 0.17% | 122 |
|
|
2025
Q1 | $1.49M | Buy |
15,331
+1,095
| +8% | +$107K | 0.21% | 104 |
|
|
2024
Q4 | $1.45M | Buy |
14,236
+424
| +3% | +$43.2K | 0.21% | 108 |
|
|
2024
Q3 | $1.55M | Buy |
+13,812
| New | +$1.55M | 0.21% | 109 |
|
|
2024
Q1 | – | Sell |
-3,372
| Closed | -$277K | – | 346 |
|
|
2023
Q4 | $277K | Buy |
+3,372
| New | +$277K | 0.03% | 274 |
|