Golden State 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
2025
Q2
$39.4K Hold
292
﹤0.01% 701
2025
Q1
$38.6K Sell
292
-19
-6% -$2.51K 0.01% 645
2024
Q4
$38.1K Buy
+311
New +$38.1K 0.01% 629
2020
Q2
Sell
-800
Closed -$36K 874
2020
Q1
$36K Buy
+800
New +$36K 0.02% 412
2019
Q4
Sell
-772
Closed -$66K 906
2019
Q3
$66K Sell
772
-501
-39% -$42.8K 0.02% 378
2019
Q2
$109K Sell
1,273
-2
-0.2% -$171 0.03% 319
2019
Q1
$108K Buy
+1,275
New +$108K 0.04% 313