AEPWM
Atlantic Edge Private Wealth Management’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
7,487
+140
| +2% | +$18.8K | 0.28% | 71 |
|
|
2025
Q1 | $970K | Buy |
7,347
+11
| +0.1% | +$1.45K | 0.3% | 73 |
|
|
2024
Q4 | $899K | Sell |
7,336
-180
| -2% | -$22.1K | 0.28% | 72 |
|
|
2024
Q3 | $1.01M | Buy |
7,516
+250
| +3% | +$33.8K | 0.31% | 73 |
|
|
2024
Q2 | $1.14M | Buy |
7,266
+5
| +0.1% | +$784 | 0.38% | 63 |
|
|
2024
Q1 | $1.24M | Buy |
7,261
+300
| +4% | +$51.2K | 0.43% | 60 |
|
|
2023
Q4 | $905K | Buy |
+6,961
| New | +$905K | 0.37% | 67 |
|