Merriman 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
-1,215
Closed -$207K 215
2024
Q1
$207K Buy
+1,215
New +$207K 0.01% 196
2018
Q4
Sell
-1,972
Closed -$224K 212
2018
Q3
$224K Hold
1,972
0.05% 161
2018
Q2
$219K Buy
+1,972
New +$219K 0.05% 154