Beacon Financial Advisory’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
-1,447
Closed -$227K 317
2024
Q2
$227K Buy
1,447
+14
+1% +$2.19K 0.08% 252
2024
Q1
$245K Buy
+1,433
New +$245K 0.12% 211