Alaethes Wealth’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 | – | Sell |
-11,660
| Closed | -$1.54M | – | 118 |
|
|
2025
Q1 | $1.54M | Buy |
11,660
+564
| +5% | +$74.5K | 0.56% | 64 |
|
|
2024
Q4 | $1.36M | Buy |
11,096
+11
| +0.1% | +$1.35K | 0.49% | 75 |
|
|
2024
Q3 | $1.5M | Sell |
11,085
-237
| -2% | -$32K | 0.55% | 76 |
|
|
2024
Q2 | $1.77M | Buy |
11,322
+109
| +1% | +$17.1K | 0.73% | 45 |
|
|
2024
Q1 | $1.91M | Sell |
11,213
-420
| -4% | -$71.7K | 0.84% | 43 |
|
|
2023
Q4 | $1.51M | Buy |
11,633
+330
| +3% | +$42.9K | 0.72% | 54 |
|
|
2023
Q3 | $1.6M | Sell |
11,303
-130
| -1% | -$18.4K | 0.88% | 34 |
|
|
2023
Q2 | $1.34M | Buy |
11,433
+194
| +2% | +$22.8K | 0.74% | 52 |
|
|
2023
Q1 | $1.57M | Buy |
11,239
+103
| +0.9% | +$14.4K | 0.92% | 32 |
|
|
2022
Q4 | $1.41M | Sell |
11,136
-259
| -2% | -$32.9K | 0.97% | 34 |
|
|
2022
Q3 | $1.22M | Buy |
+11,395
| New | +$1.22M | 0.9% | 34 |
|
|
2022
Q2 | – | Sell |
-114
| Closed | -$12K | – | 280 |
|
|
2022
Q1 | $12K | Hold |
114
| – | – | 0.01% | 216 |
|
|
2021
Q4 | $9K | Hold |
114
| – | – | 0.01% | 209 |
|
|
2021
Q3 | $8K | Hold |
114
| – | – | 0.01% | 203 |
|
|
2021
Q2 | $9K | Buy |
+114
| New | +$9K | 0.01% | 199 |
|