ACG Wealth’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $411K | Sell |
3,843
-1,396
| -27% | -$149K | 0.09% | 174 |
|
2022
Q2 | $557K | Buy |
5,239
+160
| +3% | +$17K | 0.11% | 163 |
|
2022
Q1 | $516K | Buy |
5,079
+343
| +7% | +$34.8K | 0.1% | 172 |
|
2021
Q4 | $356K | Sell |
4,736
-2,635
| -36% | -$198K | 0.05% | 246 |
|
2021
Q3 | $520K | Sell |
7,371
-1,081
| -13% | -$76.3K | 0.07% | 187 |
|
2021
Q2 | $660K | Sell |
8,452
-1,320
| -14% | -$103K | 0.08% | 174 |
|
2021
Q1 | $700K | Sell |
9,772
-3,580
| -27% | -$256K | 0.09% | 162 |
|
2020
Q4 | $755K | Buy |
13,352
+1,163
| +10% | +$65.8K | 0.1% | 153 |
|
2020
Q3 | $528K | Sell |
12,189
-1,459
| -11% | -$63.2K | 0.08% | 169 |
|
2020
Q2 | $803K | Sell |
13,648
-1,599
| -10% | -$94.1K | 0.13% | 138 |
|
2020
Q1 | $692K | Buy |
15,247
+6,676
| +78% | +$303K | 0.13% | 149 |
|
2019
Q4 | $803K | Sell |
8,571
-830
| -9% | -$77.8K | 0.12% | 155 |
|
2019
Q3 | $801K | Buy |
9,401
+358
| +4% | +$30.5K | 0.12% | 153 |
|
2019
Q2 | $774K | Buy |
9,043
+1,502
| +20% | +$129K | 0.1% | 165 |
|
2019
Q1 | $640K | Buy |
7,541
+1,638
| +28% | +$139K | 0.09% | 180 |
|
2018
Q4 | $443K | Buy |
5,903
+342
| +6% | +$25.7K | 0.07% | 193 |
|
2018
Q3 | $633K | Buy |
5,561
+1,485
| +36% | +$169K | 0.08% | 170 |
|
2018
Q2 | $452K | Buy |
4,076
+477
| +13% | +$52.9K | 0.07% | 183 |
|
2018
Q1 | $334K | Buy |
3,599
+749
| +26% | +$69.5K | 0.05% | 216 |
|
2017
Q4 | $262K | Buy |
+2,850
| New | +$262K | 0.04% | 266 |
|