Accurate Wealth 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 | $357K | Sell |
2,303
-181
| -7% | -$28K | 0.05% | 327 |
|
2025
Q1 | $275K | Sell |
2,484
-410
| -14% | -$45.4K | 0.05% | 307 |
|
2024
Q4 | $368K | Buy |
2,894
+102
| +4% | +$13K | 0.07% | 250 |
|
2024
Q3 | $376K | Sell |
2,792
-251
| -8% | -$33.8K | 0.08% | 246 |
|
2024
Q2 | $453K | Sell |
3,043
-186
| -6% | -$27.7K | 0.11% | 176 |
|
2024
Q1 | $529K | Sell |
3,229
-310
| -9% | -$50.8K | 0.15% | 146 |
|
2023
Q4 | $453K | Sell |
3,539
-116
| -3% | -$14.8K | 0.14% | 149 |
|
2023
Q3 | $478K | Sell |
3,655
-149
| -4% | -$19.5K | 0.15% | 141 |
|
2023
Q2 | $432K | Buy |
3,804
+494
| +15% | +$56.1K | 0.13% | 153 |
|
2023
Q1 | $447K | Buy |
3,310
+479
| +17% | +$64.7K | 0.15% | 144 |
|
2022
Q4 | $374K | Buy |
2,831
+551
| +24% | +$72.7K | 0.14% | 131 |
|
2022
Q3 | $266K | Buy |
+2,280
| New | +$266K | 0.11% | 148 |
|