Bay Harbor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55K | Buy |
19
+12
| +171% | +$1.61K | ﹤0.01% | 268 |
|
|
2025
Q1 | $924 | Buy |
+7
| New | +$924 | ﹤0.01% | 309 |
|
|
2020
Q1 | – | Sell |
-292
| Closed | -$27K | – | 417 |
|
|
2019
Q4 | $27K | Hold |
292
| – | – | 0.01% | 190 |
|
|
2019
Q3 | $24K | Sell |
292
-54
| -16% | -$4.44K | 0.01% | 199 |
|
|
2019
Q2 | $30K | Hold |
346
| – | – | 0.02% | 197 |
|
|
2019
Q1 | $29K | Sell |
346
-277
| -44% | -$23.2K | 0.02% | 207 |
|
|
2018
Q4 | $47K | Buy |
+623
| New | +$47K | 0.04% | 158 |
|