Avidian Wealth Enterprises’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 | $894K | Sell |
6,653
-1,080
| -14% | -$145K | 0.04% | 215 |
|
|
2025
Q1 | $1.02M | Sell |
7,733
-1,459
| -16% | -$193K | 0.05% | 197 |
|
|
2024
Q4 | $1.13M | Sell |
9,192
-109
| -1% | -$13.4K | 0.05% | 170 |
|
|
2024
Q3 | $1.26M | Sell |
9,301
-32
| -0.3% | -$4.32K | 0.06% | 155 |
|
|
2024
Q2 | $1.46M | Buy |
9,333
+75
| +0.8% | +$11.8K | 0.06% | 142 |
|
|
2024
Q1 | $1.58M | Buy |
9,258
+167
| +2% | +$28.5K | 0.08% | 123 |
|
|
2023
Q4 | $1.18M | Sell |
9,091
-85
| -0.9% | -$11.1K | 0.07% | 147 |
|
|
2023
Q3 | $1.3M | Sell |
9,176
-589
| -6% | -$83.5K | 0.09% | 136 |
|
|
2023
Q2 | $1.15M | Sell |
9,765
-5,351
| -35% | -$628K | 0.08% | 159 |
|
|
2023
Q1 | $2.11M | Buy |
15,116
+372
| +3% | +$51.9K | 0.12% | 135 |
|
|
2022
Q4 | $1.87M | Buy |
14,744
+225
| +2% | +$28.5K | 0.12% | 127 |
|
|
2022
Q3 | $1.55M | Sell |
14,519
-875
| -6% | -$93.5K | 0.11% | 120 |
|
|
2022
Q2 | $1.64M | Buy |
15,394
+203
| +1% | +$21.6K | 0.12% | 122 |
|
|
2022
Q1 | $1.54M | Buy |
15,191
+35
| +0.2% | +$3.55K | 0.09% | 134 |
|
|
2021
Q4 | $1.14M | Buy |
15,156
+4,845
| +47% | +$364K | 0.07% | 165 |
|
|
2021
Q3 | $728K | Buy |
10,311
+2,192
| +27% | +$155K | 0.06% | 162 |
|
|
2021
Q2 | $634K | Buy |
8,119
+958
| +13% | +$74.8K | 0.05% | 181 |
|
|
2021
Q1 | $513K | Buy |
7,161
+1,226
| +21% | +$87.8K | 0.04% | 206 |
|
|
2020
Q4 | $336K | Buy |
5,935
+1,072
| +22% | +$60.7K | 0.03% | 238 |
|
|
2020
Q3 | $211K | Buy |
+4,863
| New | +$211K | 0.02% | 260 |
|