LGT 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
2025 Q2	$672	Sell	5 -266	-98%	-$35.8K	﹤0.01%	414
2025 Q1	$35.7K	Buy	+271	New	+$35.7K	0.11%	120