Baker Tilly 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
Q3 | – | Sell |
-1,506
| Closed | -$236K | – | 290 |
|
|
2024
Q2 | $236K | Sell |
1,506
-1,141
| -43% | -$179K | 0.1% | 236 |
|
|
2024
Q1 | $452K | Sell |
2,647
-21
| -0.8% | -$3.58K | 0.08% | 278 |
|
|
2023
Q4 | $347K | Buy |
2,668
+41
| +2% | +$5.33K | 0.06% | 367 |
|
|
2023
Q3 | $372K | Sell |
2,627
-56
| -2% | -$7.94K | 0.06% | 325 |
|
|
2023
Q2 | $315K | Sell |
2,683
-642
| -19% | -$75.3K | 0.03% | 446 |
|
|
2023
Q1 | $464K | Sell |
3,325
-3,452
| -51% | -$482K | 0.05% | 355 |
|
|
2022
Q4 | $860K | Sell |
6,777
-18
| -0.3% | -$2.28K | 0.11% | 216 |
|
|
2022
Q3 | $726K | Sell |
6,795
-3,016
| -31% | -$322K | 0.1% | 222 |
|
|
2022
Q2 | $1.04M | Sell |
9,811
-370
| -4% | -$39.3K | 0.14% | 161 |
|
|
2022
Q1 | $1.03M | Sell |
10,181
-136
| -1% | -$13.8K | 0.11% | 189 |
|
|
2021
Q4 | $775K | Sell |
10,317
-1,461
| -12% | -$110K | 0.08% | 265 |
|
|
2021
Q3 | $831K | Buy |
11,778
+20
| +0.2% | +$1.41K | 0.11% | 196 |
|
|
2021
Q2 | $918K | Buy |
11,758
+7,341
| +166% | +$573K | 0.15% | 158 |
|
|
2021
Q1 | $316K | Buy |
4,417
+43
| +1% | +$3.08K | 0.06% | 349 |
|
|
2020
Q4 | $247K | Buy |
+4,374
| New | +$247K | 0.08% | 281 |
|