Atria Wealth Solutions’s Valero Energy VLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.05M	Sell	7,767 -9,382	-55%	-$1.17M	0.02%	617
2025 Q1	$2.26M	Sell	17,149 -7,885	-31%	-$1.05M	0.03%	585
2024 Q4	$3.07M	Buy	25,034 +749	+3%	+$100K	0.03%	500
2024 Q3	$3.28M	Sell	24,285 -1,749	-7%	-$254K	0.04%	469
2024 Q2	$4.08M	Sell	26,034 -3,424	-12%	-$553K	0.05%	386
2024 Q1	$5.03M	Buy	29,458 +5,203	+21%	+$745K	0.06%	337
2023 Q4	$3.15M	Sell	24,255 -284	-1%	-$36.1K	0.04%	452
2023 Q3	$3.48M	Sell	24,539 -165	-0.7%	-$21.6K	0.05%	390
2023 Q2	$2.9M	Sell	24,704 -15,199	-38%	-$1.77M	0.04%	451
2023 Q1	$5.57M	Buy	39,903 +13,635	+52%	+$1.83M	0.08%	244
2022 Q4	$3.33M	Sell	26,268 -2,810	-10%	-$353K	0.05%	354
2022 Q3	$3.11M	Buy	29,078 +1,610	+6%	+$177K	0.05%	338
2022 Q2	$2.92M	Sell	27,468 -97	-0.4%	-$11.5K	0.06%	346
2022 Q1	$2.8M	Buy	+27,565	New	+$2.39M	0.05%	390