Arkadios Wealth Advisors’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 | $1.16M | Buy |
8,658
+754
| +10% | +$101K | 0.03% | 508 |
|
|
2025
Q1 | $1.04M | Buy |
7,904
+3,324
| +73% | +$439K | 0.04% | 443 |
|
|
2024
Q4 | $561K | Sell |
4,580
-1,480
| -24% | -$181K | 0.03% | 502 |
|
|
2024
Q3 | $818K | Sell |
6,060
-317
| -5% | -$42.8K | 0.05% | 377 |
|
|
2024
Q2 | $1,000K | Buy |
6,377
+4,597
| +258% | +$721K | 0.07% | 283 |
|
|
2024
Q1 | $304K | Buy |
1,780
+90
| +5% | +$15.4K | 0.02% | 538 |
|
|
2023
Q4 | $220K | Buy |
1,690
+81
| +5% | +$10.5K | 0.02% | 622 |
|
|
2023
Q3 | $228K | Buy |
+1,609
| New | +$228K | 0.02% | 581 |
|
|
2023
Q2 | – | Sell |
-1,611
| Closed | -$225K | – | 639 |
|
|
2023
Q1 | $225K | Sell |
1,611
-170
| -10% | -$23.7K | 0.03% | 534 |
|
|
2022
Q4 | $226K | Buy |
+1,781
| New | +$226K | 0.03% | 485 |
|
|
2022
Q1 | – | Sell |
-3,650
| Closed | -$274K | – | 628 |
|
|
2021
Q4 | $274K | Sell |
3,650
-4,413
| -55% | -$331K | 0.04% | 466 |
|
|
2021
Q3 | $569K | Sell |
8,063
-386
| -5% | -$27.2K | 0.08% | 265 |
|
|
2021
Q2 | $659K | Buy |
8,449
+32
| +0.4% | +$2.5K | 0.08% | 275 |
|
|
2021
Q1 | $602K | Buy |
8,417
+4,125
| +96% | +$295K | 0.1% | 221 |
|
|
2020
Q4 | $242K | Buy |
4,292
+3,681
| +602% | +$208K | 0.05% | 293 |
|
|
2020
Q3 | $24.6K | Sell |
611
-215
| -26% | -$8.65K | 0.01% | 559 |
|
|
2020
Q2 | $44.9K | Sell |
826
-112
| -12% | -$6.09K | 0.02% | 395 |
|
|
2020
Q1 | $42.5K | Sell |
938
-112
| -11% | -$5.08K | 0.03% | 364 |
|
|
2019
Q4 | $87.9K | Buy |
+1,050
| New | +$87.9K | 0.05% | 244 |
|