Cassaday & Co Wealth Management’s Valero Energy VLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,881	Closed	-$221K	–	279
2023 Q2	$221K	Sell	1,881 -180	-9%	-$21.1K	0.01%	238
2023 Q1	$288K	Buy	2,061 +125	+6%	+$17.5K	0.01%	207
2022 Q4	$246K	Buy	+1,936	New	+$246K	0.01%	217