Avantax Planning Partners’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 | $6.11M | Buy |
45,440
+640
| +1% | +$86K | 0.19% | 80 |
|
|
2025
Q1 | $5.92M | Buy |
44,800
+2,429
| +6% | +$321K | 0.21% | 80 |
|
|
2024
Q4 | $5.19M | Buy |
42,371
+624
| +1% | +$76.5K | 0.19% | 80 |
|
|
2024
Q3 | $5.64M | Sell |
41,747
-5,995
| -13% | -$810K | 0.2% | 79 |
|
|
2024
Q2 | $7.48M | Sell |
47,742
-632
| -1% | -$99.1K | 0.24% | 70 |
|
|
2024
Q1 | $8.26M | Buy |
48,374
+34,015
| +237% | +$5.81M | 0.27% | 64 |
|
|
2023
Q4 | $1.87M | Sell |
14,359
-570
| -4% | -$74.1K | 0.07% | 117 |
|
|
2023
Q3 | $2.12M | Buy |
14,929
+241
| +2% | +$34.2K | 0.09% | 101 |
|
|
2023
Q2 | $1.72M | Buy |
14,688
+450
| +3% | +$52.8K | 0.07% | 116 |
|
|
2023
Q1 | $1.99M | Buy |
14,238
+1,730
| +14% | +$242K | 0.08% | 107 |
|
|
2022
Q4 | $1.59M | Sell |
12,508
-199
| -2% | -$25.2K | 0.06% | 123 |
|
|
2022
Q3 | $1.36M | Buy |
+12,707
| New | +$1.36M | 0.06% | 119 |
|
|
2018
Q4 | – | Sell |
-1,183
| Closed | -$135K | – | 1163 |
|
|
2018
Q3 | $135K | Buy |
+1,183
| New | +$135K | 0.01% | 287 |
|
|
2018
Q2 | – | Sell |
-1,220
| Closed | -$114K | – | 1435 |
|
|
2018
Q1 | $114K | Buy |
+1,220
| New | +$114K | 0.01% | 390 |
|
|
2017
Q4 | – | Sell |
-3,393
| Closed | -$261K | – | 356 |
|
|
2017
Q3 | $261K | Sell |
3,393
-1,887
| -36% | -$145K | 0.02% | 306 |
|
|
2017
Q2 | $356K | Sell |
5,280
-448
| -8% | -$30.2K | 0.03% | 227 |
|
|
2017
Q1 | $380K | Hold |
5,728
| – | – | 0.03% | 211 |
|
|
2016
Q4 | $391K | Buy |
+5,728
| New | +$391K | 0.04% | 195 |
|