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Sound Financial Strategies Group’s Valero Energy VLO Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-9,270
Closed -$696K 108
2021
Q4
$696K Sell
9,270
-126
-1% -$9.46K 0.35% 45
2021
Q3
$663K Buy
9,396
+1,122
+14% +$79.2K 0.33% 35
2021
Q2
$646K Buy
+8,274
New +$646K 0.32% 27