Mark Sheptoff Financial Planning’s Valero Energy VLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-2,536	Closed	-$149K	–	367
2020 Q2	$149K	Hold	2,536	–	–	0.1%	103
2020 Q1	$115K	Hold	2,536	–	–	0.09%	100
2019 Q4	$237K	Hold	2,536	–	–	0.15%	84
2019 Q3	$216K	Buy	2,536 +36	+1%	+$3.07K	0.15%	89
2019 Q2	$214K	Hold	2,500	–	–	0.15%	94
2019 Q1	$212K	Hold	2,500	–	–	0.15%	92
2018 Q4	$187K	Hold	2,500	–	–	0.16%	82
2018 Q3	$284K	Hold	2,500	–	–	0.19%	85
2018 Q2	$277K	Hold	2,500	–	–	0.2%	85
2018 Q1	$232K	Hold	2,500	–	–	0.16%	94
2017 Q4	$230K	Hold	2,500	–	–	0.15%	98
2017 Q3	$192K	Hold	2,500	–	–	0.13%	112
2017 Q2	$169K	Sell	2,500 -1	-0%	-$68	0.12%	114
2017 Q1	$166K	Buy	2,501 +1	+0%	+$66	0.12%	117
2016 Q4	$171K	Hold	2,500	–	–	0.13%	109
2016 Q3	$133K	Hold	2,500	–	–	0.1%	117
2016 Q2	$128K	Sell	2,500 -84	-3%	-$4.3K	0.1%	112
2016 Q1	$166K	Hold	2,584	–	–	0.14%	95
2015 Q4	$183K	Hold	2,584	–	–	0.15%	98
2015 Q3	$155K	Buy	2,584 +84	+3%	+$5.04K	0.14%	105
2015 Q2	$157K	Hold	2,500	–	–	0.13%	114
2015 Q1	$159K	Hold	2,500	–	–	0.13%	104
2014 Q4	$124K	Buy	2,500 +200	+9%	+$9.92K	0.11%	120
2014 Q3	$106K	Hold	2,300	–	–	0.09%	139
2014 Q2	$115K	Hold	2,300	–	–	0.1%	134
2014 Q1	$122K	Buy	+2,300	New	+$122K	0.11%	135