Total Wealth Planning & Management’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	$474K	Buy	3,527 +353	+11%	+$47.4K	0.38%	84
2025 Q1	$419K	Buy	3,174 +352	+12%	+$46.5K	0.4%	83
2024 Q4	$346K	Buy	+2,822	New	+$346K	0.31%	100