WealthPlan Investment Management’s Valero Energy VLO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,034	Closed	-$144K	–	459
2023 Q1	$144K	Sell	1,034 -1,072	-51%	-$150K	0.02%	177
2022 Q4	$294K	Buy	+2,106	New	+$294K	0.02%	316