CTWM
Cherry Tree Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69K | Hold |
20
| – | – | ﹤0.01% | 516 |
|
|
2025
Q1 | $2.64K | Hold |
20
| – | – | ﹤0.01% | 605 |
|
|
2024
Q4 | $2.45K | Hold |
20
| – | – | ﹤0.01% | 526 |
|
|
2024
Q3 | $2.7K | Hold |
20
| – | – | ﹤0.01% | 516 |
|
|
2024
Q2 | $3.14K | Hold |
20
| – | – | ﹤0.01% | 489 |
|
|
2024
Q1 | $3.41K | Hold |
20
| – | – | ﹤0.01% | 467 |
|
|
2023
Q4 | $2.6K | Hold |
20
| – | – | ﹤0.01% | 486 |
|
|
2023
Q3 | $2.84K | Hold |
20
| – | – | ﹤0.01% | 460 |
|
|
2023
Q2 | $2.35K | Buy |
+20
| New | +$2.35K | ﹤0.01% | 479 |
|