AWM
Altavista Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.45M | Buy |
45,922
+2,031
| +5% | +$153K | 0.7% | 36 |
|
|
2021
Q3 | $3.1M | Buy |
43,891
+1,114
| +3% | +$78.6K | 0.69% | 37 |
|
|
2021
Q2 | $3.34M | Buy |
42,777
+1,463
| +4% | +$114K | 0.73% | 38 |
|
|
2021
Q1 | $2.96M | Buy |
41,314
+333
| +0.8% | +$23.8K | 0.72% | 36 |
|
|
2020
Q4 | $2.32M | Sell |
40,981
-134
| -0.3% | -$7.58K | 0.59% | 42 |
|
|
2020
Q3 | $1.78M | Buy |
41,115
+528
| +1% | +$22.9K | 0.49% | 44 |
|
|
2020
Q2 | $2.39M | Sell |
40,587
-7,594
| -16% | -$447K | 0.69% | 37 |
|
|
2020
Q1 | $2.19M | Buy |
48,181
+10,463
| +28% | +$474K | 0.75% | 35 |
|
|
2019
Q4 | $3.53M | Sell |
37,718
-372
| -1% | -$34.8K | 1.05% | 30 |
|
|
2019
Q3 | $3.25M | Buy |
38,090
+1,787
| +5% | +$152K | 1.01% | 33 |
|
|
2019
Q2 | $3.11M | Buy |
36,303
+1,778
| +5% | +$152K | 1% | 34 |
|
|
2019
Q1 | $2.93M | Buy |
34,525
+1,372
| +4% | +$116K | 1.04% | 34 |
|
|
2018
Q4 | $2.49M | Buy |
33,153
+1,118
| +3% | +$83.8K | 1.01% | 34 |
|
|
2018
Q3 | $3.64M | Sell |
32,035
-1,887
| -6% | -$215K | 1.36% | 26 |
|
|
2018
Q2 | $3.76M | Sell |
33,922
-1,197
| -3% | -$133K | 1.51% | 25 |
|
|
2018
Q1 | $3.26M | Buy |
35,119
+3,006
| +9% | +$279K | 1.38% | 25 |
|
|
2017
Q4 | $2.95M | Buy |
32,113
+5,234
| +19% | +$481K | 1.25% | 25 |
|
|
2017
Q3 | $2.07M | Buy |
26,879
+2,449
| +10% | +$188K | 0.98% | 35 |
|
|
2017
Q2 | $1.65M | Buy |
24,430
+1,628
| +7% | +$110K | 0.82% | 41 |
|
|
2017
Q1 | $1.51M | Buy |
22,802
+3,173
| +16% | +$210K | 0.76% | 43 |
|
|
2016
Q4 | $1.34M | Buy |
19,629
+1,399
| +8% | +$95.6K | 0.73% | 42 |
|
|
2016
Q3 | $966K | Buy |
18,230
+4,097
| +29% | +$217K | 0.53% | 49 |
|
|
2016
Q2 | $721K | Buy |
+14,133
| New | +$721K | 0.4% | 60 |
|