JFG 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
2024
Q2
Sell
-1,804
Closed -$308K 74
2024
Q1
$308K Buy
1,804
+4
+0.2% +$683 0.08% 43
2023
Q4
$234K Buy
+1,800
New +$234K 0.07% 69