AWAG
ARS Wealth Advisors Group’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
2,800
-100
| -3% | -$13.4K | 0.04% | 117 |
|
|
2025
Q1 | $383K | Sell |
2,900
-100
| -3% | -$13.2K | 0.05% | 101 |
|
|
2024
Q4 | $368K | Sell |
3,000
-285
| -9% | -$34.9K | 0.05% | 103 |
|
|
2024
Q3 | $444K | Buy |
3,285
+285
| +10% | +$38.5K | 0.05% | 105 |
|
|
2024
Q2 | $470K | Sell |
3,000
-50
| -2% | -$7.84K | 0.06% | 101 |
|
|
2024
Q1 | $521K | Buy |
3,050
+250
| +9% | +$42.7K | 0.07% | 95 |
|
|
2023
Q4 | $364K | Hold |
2,800
| – | – | 0.05% | 107 |
|
|
2023
Q3 | $397K | Hold |
2,800
| – | – | 0.07% | 100 |
|
|
2023
Q2 | $328K | Hold |
2,800
| – | – | 0.05% | 108 |
|
|
2023
Q1 | $391K | Buy |
+2,800
| New | +$391K | 0.07% | 88 |
|