Sagespring Wealth Partners’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
$570K Buy
4,240
+1,696
+67% +$228K 0.01% 401
2025
Q1
$336K Buy
2,544
+756
+42% +$99.9K 0.01% 477
2024
Q4
$219K Buy
+1,788
New +$219K 0.01% 569