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Prevail Innovative Wealth Advisors’s Valero Energy VLO Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio VLO Stock Details VLO Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-26,704
Closed -$3.47M – 191
2023
Q4 		$3.47M Buy
26,704
+2,191
+9% +$285K 1.66% 10
2023
Q3 		$3.47M Buy
24,513
+7,801
+47% +$1.11M 1.8% 12
2023
Q2 		$1.96M Buy
+16,712
New +$1.96M 1.07% 31