Accordant Advisory Group’s Valero Energy VLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-15,359	Closed	-$1.88M	–	156
2024 Q4	$1.88M	Sell	15,359 -87	-0.6%	-$10.7K	1.82%	18
2024 Q3	$2.09M	Buy	15,446 +448	+3%	+$60.5K	1.66%	20
2024 Q2	$2.35M	Buy	14,998 +375	+3%	+$58.8K	2.22%	14
2024 Q1	$2.5M	Buy	+14,623	New	+$2.5M	1.87%	16