Kapstone Financial Advisors’s Valero Energy VLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,294	Closed	-$203K	–	115
2024 Q2	$203K	Hold	1,294	–	–	0.13%	101
2024 Q1	$221K	Buy	+1,294	New	+$221K	0.15%	97