Evergreen Wealth Management’s Valero Energy VLO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$842K	Sell
2024 Q3	$933K	Sell
2024 Q2	$1.45M	Hold
2024 Q1	$1.58M	Hold
2023 Q4	$1.21M	Buy
2023 Q3	$1.28M	Buy
2023 Q2	$1.05M	Buy
2023 Q1	$1.16M	Buy
2022 Q4	$1.04M	Buy