BWG
Balanced Wealth Group’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
1,699
+13
| +0.8% | +$1.79K | 0.1% | 68 |
|
|
2025
Q1 | $223K | Buy |
1,686
+15
| +0.9% | +$1.98K | 0.11% | 62 |
|
|
2024
Q4 | $222K | Buy |
1,671
+15
| +0.9% | +$2K | 0.1% | 63 |
|
|
2024
Q3 | $224K | Buy |
1,656
+12
| +0.7% | +$1.62K | 0.1% | 64 |
|
|
2024
Q2 | $260K | Buy |
1,644
+11
| +0.7% | +$1.74K | 0.12% | 58 |
|
|
2024
Q1 | $259K | Buy |
1,633
+12
| +0.7% | +$1.91K | 0.12% | 62 |
|
|
2023
Q4 | $211K | Buy |
+1,621
| New | +$211K | 0.11% | 60 |
|