Berger Financial Group’s Valero Energy VLO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.05M Sell
2025
Q2
$834K Sell
2025
Q1
$820K Sell
2024
Q4
$807K Buy
2024
Q3
$782K Buy
2024
Q2
Sell
2024
Q1
$223K Sell
2023
Q4
$4.54M Sell
2023
Q3
$5M Buy
2023
Q2
$4.1M Sell
2023
Q1
$4.95M Sell
2022
Q4
$6.82M Sell
2022
Q3
$5.78M Buy
2022
Q2
$5.72M Sell
2022
Q1
$5.61M Buy