Holistic Planning’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	$316K	Buy	+2,350	New	+$316K	0.09%	168
2024 Q3	–	Sell	-1,394	Closed	-$238K	–	165
2024 Q2	$238K	Hold	1,394	–	–	0.18%	102
2024 Q1	$238K	Buy	+1,394	New	+$238K	0.18%	102