Quantum Financial Advisors’s Valero Energy VLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-1,286	Closed	-$202K	–	195
2024 Q2	$202K	Buy	1,286 +97	+8%	+$15.2K	0.04%	165
2024 Q1	$203K	Buy	+1,189	New	+$203K	0.04%	170