Avaii Wealth Management’s Valero Energy VLO Stock Holding History

Avaii Wealth Management’s Portfolio VLO Stock Details VLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-5,381	Closed	-$404K	–	141
2021 Q4	$404K	Buy	+5,381	New	+$401K	0.41%	54

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Avaii Wealth Management's VLO Position: Q1 2022 in Review

Avaii Wealth Management sold out of Valero Energy (VLO) in Q1 2022, closing a stake of 5,381 shares — an estimated $404K sold.

Avaii Wealth Management first reported a position in VLO in Q4 2021 and held it in 1 quarter. The position peaked at $404K in Q4 2021. 1,172 funds tracked by Wall St. Rank hold VLO as of Q1 2022.

Avaii Wealth Management reported no remaining Valero Energy position as of Q1 2022 after selling out during the quarter.
Avaii Wealth Management sold 5,381 Valero Energy shares in Q1 2022, an estimated $404K.
Avaii Wealth Management first reported a position in Valero Energy in Q4 2021 and held it in 1 quarter.
Avaii Wealth Management's Valero Energy position peaked at $404K in Q4 2021.
1,172 funds tracked by Wall St. Rank held Valero Energy as of Q1 2022.

Based on Avaii Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.