Alera Investment Advisors’s Valero Energy VLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,282	Closed	-$201K	–	313
2024 Q2	$201K	Buy	+1,282	New	+$201K	0.02%	261
2019 Q2	–	Sell	-208	Closed	-$18K	–	979
2019 Q1	$18K	Buy	208 +79	+61%	+$6.84K	0.01%	321
2018 Q4	$10K	Buy	+129	New	+$10K	0.01%	440