Strategic Planning Group’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-4,579
Closed -$782K 115
2024
Q1
$782K Buy
4,579
+590
+15% +$101K 0.2% 97
2023
Q4
$519K Buy
+3,989
New +$519K 0.17% 102