Avitas Wealth Management’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.91M | Buy |
40,049
+309
| +0.8% | +$37.9K | 0.68% | 36 |
|
|
2024
Q3 | $5.37M | Buy |
39,740
+582
| +1% | +$78.6K | 0.75% | 33 |
|
|
2024
Q2 | $6.14M | Buy |
39,158
+176
| +0.5% | +$27.6K | 0.9% | 25 |
|
|
2024
Q1 | $6.65M | Buy |
38,982
+575
| +1% | +$98.1K | 1.01% | 23 |
|
|
2023
Q4 | $4.99M | Buy |
38,407
+1,426
| +4% | +$185K | 0.84% | 33 |
|
|
2023
Q3 | $5.24M | Buy |
36,981
+17
| +0% | +$2.41K | 1% | 24 |
|
|
2023
Q2 | $4.34M | Buy |
36,964
+443
| +1% | +$52K | 0.78% | 35 |
|
|
2023
Q1 | $5.1M | Sell |
36,521
-125
| -0.3% | -$17.5K | 1% | 26 |
|
|
2022
Q4 | $4.65M | Sell |
36,646
-31
| -0.1% | -$3.93K | 0.98% | 30 |
|
|
2022
Q3 | $3.92M | Buy |
36,677
+542
| +1% | +$57.9K | 0.9% | 30 |
|
|
2022
Q2 | $3.84M | Sell |
36,135
-22,520
| -38% | -$2.39M | 0.84% | 35 |
|
|
2022
Q1 | $5.96M | Sell |
58,655
-1,809
| -3% | -$184K | 1.07% | 18 |
|
|
2021
Q4 | $4.54M | Buy |
60,464
+1,118
| +2% | +$84K | 0.76% | 51 |
|
|
2021
Q3 | $4.19M | Buy |
+59,346
| New | +$4.19M | 0.76% | 47 |
|
|
2020
Q1 | – | Sell |
-42,927
| Closed | -$4.02M | – | 171 |
|
|
2019
Q4 | $4.02M | Buy |
42,927
+158
| +0.4% | +$14.8K | 1.03% | 27 |
|
|
2019
Q3 | $3.65M | Buy |
42,769
+674
| +2% | +$57.5K | 1.01% | 30 |
|
|
2019
Q2 | $3.6M | Buy |
42,095
+6,702
| +19% | +$574K | 1% | 28 |
|
|
2019
Q1 | $3M | Buy |
35,393
+223
| +0.6% | +$18.9K | 0.87% | 46 |
|
|
2018
Q4 | $2.64M | Buy |
+35,170
| New | +$2.64M | 0.87% | 47 |
|