AllSquare Wealth Management’s Valero Energy VLO Stock Holding History

AllSquare Wealth Management’s Portfolio VLO Stock Details VLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.72K	Hold	50	–	–	﹤0.01%	411
2025 Q1	$6.6K	Hold	50	–	–	﹤0.01%	412
2024 Q4	$6.13K	Hold	50	–	–	﹤0.01%	419
2024 Q3	$6.75K	Hold	50	–	–	﹤0.01%	413
2024 Q2	$7.84K	Sell	50 -50	-50%	-$7.84K	﹤0.01%	395
2024 Q1	$17.1K	Hold	100	–	–	0.01%	325
2023 Q4	$13K	Hold	100	–	–	0.01%	347
2023 Q3	$14.2K	Hold	100	–	–	0.01%	334
2023 Q2	$11.2K	Hold	100	–	–	0.01%	368
2023 Q1	$14K	Hold	100	–	–	0.01%	337
2022 Q4	$12.7K	Hold	100	–	–	0.01%	337
2022 Q3	$11K	Hold	100	–	–	0.01%	350
2022 Q2	$11K	Hold	100	–	–	0.01%	360
2022 Q1	$10K	Hold	100	–	–	0.01%	386
2021 Q4	$8K	Hold	100	–	–	﹤0.01%	399
2021 Q3	$7K	Hold	100	–	–	﹤0.01%	399
2021 Q2	$8K	Hold	100	–	–	﹤0.01%	410
2021 Q1	$7K	Hold	100	–	–	﹤0.01%	402
2020 Q4	$6K	Sell	100 -82	-45%	-$4.92K	﹤0.01%	380
2020 Q3	$8K	Hold	182	–	–	0.01%	352
2020 Q2	$11K	Hold	182	–	–	0.01%	328
2020 Q1	$8K	Hold	182	–	–	0.01%	334
2019 Q4	$17K	Hold	182	–	–	0.01%	280
2019 Q3	$16K	Hold	182	–	–	0.01%	283
2019 Q2	$16K	Hold	182	–	–	0.01%	287
2019 Q1	$15K	Sell	182 -210	-54%	-$17.3K	0.01%	295
2018 Q4	$29K	Sell	392 -10	-2%	-$740	0.02%	222
2018 Q3	$46K	Hold	402	–	–	0.03%	183
2018 Q2	$45K	Sell	402 -23	-5%	-$2.58K	0.03%	187
2018 Q1	$39K	Sell	425 -64	-13%	-$5.87K	0.03%	168
2017 Q4	$45K	Sell	489 -18	-4%	-$1.66K	0.04%	154
2017 Q3	$39K	Buy	507 +57	+13%	+$4.39K	0.03%	159
2017 Q2	$30K	Sell	450 -127	-22%	-$8.47K	0.03%	94
2017 Q1	$38K	Buy	577 +477	+477%	+$31.4K	0.03%	155
2016 Q4	$7K	Hold	100	–	–	0.01%	256
2016 Q3	$5K	Hold	100	–	–	﹤0.01%	266
2016 Q2	$5K	Hold	100	–	–	0.01%	251
2016 Q1	$6K	Hold	100	–	–	0.01%	234
2015 Q4	$7K	Hold	100	–	–	0.01%	226
2015 Q3	$6K	Hold	100	–	–	0.01%	243
2015 Q2	$6K	Hold	100	–	–	0.01%	266
2015 Q1	$6K	Hold	100	–	–	0.01%	265
2014 Q4	$5K	Buy	+100	New	+$5K	﹤0.01%	272