MorganRosel 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
2025
Q2
$13.4K Hold
100
﹤0.01% 245
2025
Q1
$13.2K Buy
+100
New +$13.2K ﹤0.01% 234
2023
Q2
Sell
-7,148
Closed -$998K 106
2023
Q1
$998K Sell
7,148
-1,154
-14% -$161K 0.43% 43
2022
Q4
$1.05M Buy
+8,302
New +$1.05M 0.49% 35