1WA
180 Wealth Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,646
| Closed | -$535K | – | 460 |
|
|
2024
Q2 | $535K | Buy |
+3,646
| New | +$535K | 0.09% | 207 |
|
|
2023
Q2 | – | Sell |
-3,400
| Closed | -$475K | – | 392 |
|
|
2023
Q1 | $475K | Sell |
3,400
-393
| -10% | -$54.9K | 0.11% | 191 |
|
|
2022
Q4 | $569K | Buy |
3,793
+191
| +5% | +$28.6K | 0.13% | 170 |
|
|
2022
Q3 | $385K | Buy |
3,602
+355
| +11% | +$37.9K | 0.11% | 187 |
|
|
2022
Q2 | $351K | Buy |
+3,247
| New | +$351K | 0.09% | 216 |
|
|
2019
Q3 | – | Sell |
-11,946
| Closed | -$1.01M | – | 271 |
|
|
2019
Q2 | $1.01M | Sell |
11,946
-12
| -0.1% | -$1.01K | 0.45% | 59 |
|
|
2019
Q1 | $1.01M | Buy |
11,958
+4,412
| +58% | +$372K | 0.46% | 58 |
|
|
2018
Q4 | $858K | Hold |
7,546
| – | – | 0.4% | 74 |
|
|
2018
Q3 | $858K | Buy |
+7,546
| New | +$858K | 0.4% | 74 |
|