GeoWealth Management’s Valero Energy VLO Stock Holding History

GeoWealth 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 Q2	$181K	Sell
2025 Q1	$180K	Sell
2024 Q4	$186K	Sell
2024 Q3	$252K	Sell
2024 Q2	$297K	Buy
2024 Q1	$202K	Buy
2023 Q4	$121K	Sell
2023 Q3	$1.23M	Buy
2023 Q2	$123K	Buy
2023 Q1	$131K	Buy