Altium 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $681K | Buy |
6,407
+19
| +0.3% | +$2.02K | 0.05% | 199 |
|
|
2022
Q1 | $649K | Sell |
6,388
-9
| -0.1% | -$914 | 0.04% | 221 |
|
|
2021
Q4 | $480K | Hold |
6,397
| – | – | 0.03% | 261 |
|
|
2021
Q3 | $451K | Sell |
6,397
-55
| -0.9% | -$3.88K | 0.03% | 241 |
|
|
2021
Q2 | $504K | Sell |
6,452
-42
| -0.6% | -$3.28K | 0.04% | 225 |
|
|
2021
Q1 | $465K | Sell |
6,494
-38
| -0.6% | -$2.72K | 0.04% | 237 |
|
|
2020
Q4 | $370K | Sell |
6,532
-158
| -2% | -$8.95K | 0.03% | 249 |
|
|
2020
Q3 | $290K | Buy |
6,690
+267
| +4% | +$11.6K | 0.03% | 271 |
|
|
2020
Q2 | $378K | Sell |
6,423
-1,083
| -14% | -$63.7K | 0.04% | 231 |
|
|
2020
Q1 | $340K | Buy |
7,506
+294
| +4% | +$13.3K | 0.05% | 189 |
|
|
2019
Q4 | $675K | Sell |
7,212
-182
| -2% | -$17K | 0.08% | 137 |
|
|
2019
Q3 | $630K | Sell |
7,394
-813
| -10% | -$69.3K | 0.08% | 140 |
|
|
2019
Q2 | $703K | Sell |
8,207
-1,079
| -12% | -$92.4K | 0.1% | 129 |
|
|
2019
Q1 | $788K | Sell |
9,286
-74
| -0.8% | -$6.28K | 0.13% | 108 |
|
|
2018
Q4 | $702K | Buy |
9,360
+613
| +7% | +$46K | 0.13% | 108 |
|
|
2018
Q3 | $995K | Buy |
8,747
+340
| +4% | +$38.7K | 0.19% | 80 |
|
|
2018
Q2 | $932K | Buy |
8,407
+1,577
| +23% | +$175K | 0.25% | 79 |
|
|
2018
Q1 | $633K | Buy |
6,830
+130
| +2% | +$12K | 0.25% | 66 |
|
|
2017
Q4 | $616K | Buy |
+6,700
| New | +$616K | 0.28% | 64 |
|