SSWM
Strait & Sound Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $528K | Sell |
3,927
-1,698
| -30% | -$228K | 0.22% | 85 |
|
|
2025
Q1 | $743K | Buy |
5,625
+1,708
| +44% | +$226K | 0.35% | 65 |
|
|
2024
Q4 | $480K | Buy |
3,917
+1,107
| +39% | +$136K | 0.22% | 82 |
|
|
2024
Q3 | $379K | Buy |
2,810
+1,074
| +62% | +$145K | 0.18% | 95 |
|
|
2024
Q2 | $272K | Buy |
+1,736
| New | +$272K | 0.14% | 120 |
|