Trajan Wealth’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,594
Closed -$563K 189
2024
Q2
$563K Sell
3,594
-95
-3% -$14.9K 0.04% 124
2024
Q1
$630K Buy
+3,689
New +$630K 0.04% 122