PDS Planning’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	$235K	Buy	1,745 +211	+14%	+$28.4K	0.02%	435
2025 Q1	$203K	Buy	+1,534	New	+$203K	0.02%	437
2024 Q2	–	Sell	-1,280	Closed	-$218K	–	415
2024 Q1	$218K	Buy	+1,280	New	+$218K	0.02%	341