QTR Family Wealth’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	$314K	Buy	2,333 +325	+16%	+$43.7K	0.19%	115
2025 Q1	$265K	Buy	+2,008	New	+$265K	0.2%	125