BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.58K | Sell |
22
-47
| -68% | -$5.51K | ﹤0.01% | 666 |
|
|
2023
Q1 | $9.58K | Buy |
69
+1
| +1% | +$139 | ﹤0.01% | 610 |
|
|
2022
Q4 | $8.68K | Hold |
68
| – | – | ﹤0.01% | 597 |
|
|
2022
Q3 | $7K | Sell |
68
-37
| -35% | -$3.81K | ﹤0.01% | 634 |
|
|
2022
Q2 | $11K | Sell |
105
-1
| -0.9% | -$105 | ﹤0.01% | 584 |
|
|
2022
Q1 | $11K | Hold |
106
| – | – | ﹤0.01% | 603 |
|
|
2021
Q4 | $8K | Sell |
106
-4
| -4% | -$302 | ﹤0.01% | 713 |
|
|
2021
Q3 | $8K | Buy |
110
+5
| +5% | +$364 | ﹤0.01% | 682 |
|
|
2021
Q2 | $8K | Buy |
105
+1
| +1% | +$76 | ﹤0.01% | 649 |
|
|
2021
Q1 | $7K | Sell |
104
-350
| -77% | -$23.6K | ﹤0.01% | 628 |
|
|
2020
Q4 | $26K | Buy |
454
+30
| +7% | +$1.72K | ﹤0.01% | 433 |
|
|
2020
Q3 | $18K | Sell |
424
-8
| -2% | -$340 | ﹤0.01% | 443 |
|
|
2020
Q2 | $25K | Sell |
432
-2
| -0.5% | -$116 | ﹤0.01% | 433 |
|
|
2020
Q1 | $20K | Buy |
434
+9
| +2% | +$415 | ﹤0.01% | 422 |
|
|
2019
Q4 | $40K | Buy |
425
+25
| +6% | +$2.35K | 0.01% | 365 |
|
|
2019
Q3 | $34K | Hold |
400
| – | – | 0.01% | 370 |
|
|
2019
Q2 | $34K | Hold |
400
| – | – | 0.01% | 366 |
|
|
2019
Q1 | $34K | Hold |
400
| – | – | 0.01% | 377 |
|
|
2018
Q4 | $30K | Hold |
400
| – | – | 0.01% | 352 |
|
|
2018
Q3 | $46K | Hold |
400
| – | – | 0.01% | 334 |
|
|
2018
Q2 | $44K | Buy |
+400
| New | +$44K | 0.01% | 334 |
|