MGO Private Wealth’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,373
Closed -$428K 131
2022
Q4
$428K Buy
3,373
+726
+27% +$92.1K 0.2% 78
2022
Q3
$283K Buy
+2,647
New +$283K 0.13% 98