National Wealth Management Group’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,768
Closed -$251K 157
2023
Q3
$251K Buy
+1,768
New +$251K 0.27% 108
2023
Q1
Sell
-4,026
Closed -$511K 169
2022
Q4
$511K Buy
4,026
+614
+18% +$77.9K 0.61% 46
2022
Q3
$365K Buy
+3,412
New +$365K 0.47% 58