BWG
Beta Wealth Group’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $580K | Buy |
4,313
+803
| +23% | +$108K | 0.21% | 62 |
|
|
2025
Q1 | $464K | Buy |
3,510
+3
| +0.1% | +$396 | 0.17% | 73 |
|
|
2024
Q4 | $430K | Buy |
3,507
+103
| +3% | +$12.6K | 0.19% | 84 |
|
|
2024
Q3 | $460K | Buy |
3,404
+1,603
| +89% | +$216K | 0.21% | 76 |
|
|
2024
Q2 | $282K | Sell |
1,801
-2,499
| -58% | -$392K | 0.13% | 88 |
|
|
2024
Q1 | $734K | Buy |
4,300
+698
| +19% | +$119K | 0.36% | 48 |
|
|
2023
Q4 | $468K | Buy |
+3,602
| New | +$468K | 0.25% | 66 |
|