Redwood 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
2025
Q2
$212K Sell
1,577
-8
-0.5% -$1.08K 0.1% 170
2025
Q1
$209K Buy
+1,585
New +$209K 0.11% 152
2024
Q4
Sell
-3,900
Closed -$527K 169
2024
Q3
$527K Sell
3,900
-163
-4% -$22K 0.26% 83
2024
Q2
$637K Buy
4,063
+52
+1% +$8.15K 0.48% 44
2024
Q1
$685K Sell
4,011
-132
-3% -$22.5K 0.73% 36
2023
Q4
$539K Sell
4,143
-46
-1% -$5.98K 0.6% 46
2023
Q3
$594K Sell
4,189
-177
-4% -$25.1K 0.69% 41
2023
Q2
$512K Buy
4,366
+168
+4% +$19.7K 0.57% 51
2023
Q1
$586K Buy
4,198
+107
+3% +$14.9K 0.66% 43
2022
Q4
$519K Buy
+4,091
New +$519K 0.65% 44