Bragg Financial Advisors’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 | $2.19M | Sell |
16,319
-231
| -1% | -$31.1K | 0.08% | 180 |
|
|
2025
Q1 | $2.19M | Sell |
16,550
-350
| -2% | -$46.2K | 0.09% | 167 |
|
|
2024
Q4 | $2.07M | Sell |
16,900
-455
| -3% | -$55.8K | 0.08% | 172 |
|
|
2024
Q3 | $2.34M | Sell |
17,355
-482
| -3% | -$65.1K | 0.1% | 166 |
|
|
2024
Q2 | $2.8M | Sell |
17,837
-572
| -3% | -$89.7K | 0.12% | 146 |
|
|
2024
Q1 | $3.14M | Sell |
18,409
-282
| -2% | -$48.1K | 0.14% | 141 |
|
|
2023
Q4 | $2.43M | Sell |
18,691
-677
| -3% | -$88K | 0.12% | 150 |
|
|
2023
Q3 | $2.74M | Sell |
19,368
-419
| -2% | -$59.4K | 0.14% | 141 |
|
|
2023
Q2 | $2.32M | Sell |
19,787
-940
| -5% | -$110K | 0.13% | 153 |
|
|
2023
Q1 | $2.89M | Sell |
20,727
-339
| -2% | -$47.3K | 0.17% | 141 |
|
|
2022
Q4 | $2.67M | Hold |
21,066
| – | – | 0.16% | 141 |
|
|
2022
Q3 | $2.25M | Sell |
21,066
-306
| -1% | -$32.7K | 0.16% | 146 |
|
|
2022
Q2 | $2.27M | Sell |
21,372
-125
| -0.6% | -$13.3K | 0.15% | 141 |
|
|
2022
Q1 | $2.18M | Sell |
21,497
-1,021
| -5% | -$104K | 0.13% | 150 |
|
|
2021
Q4 | $1.59M | Hold |
22,518
| – | – | 0.1% | 161 |
|
|
2021
Q3 | $1.59M | Sell |
22,518
-194
| -0.9% | -$13.7K | 0.1% | 161 |
|
|
2021
Q2 | $1.77M | Sell |
22,712
-995
| -4% | -$77.7K | 0.11% | 152 |
|
|
2021
Q1 | $1.7M | Buy |
23,707
+669
| +3% | +$47.9K | 0.11% | 154 |
|
|
2020
Q4 | $1.3M | Sell |
23,038
-3,015
| -12% | -$171K | 0.11% | 150 |
|
|
2020
Q3 | $1.13M | Sell |
26,053
-3,152
| -11% | -$137K | 0.12% | 152 |
|
|
2020
Q2 | $1.72M | Sell |
29,205
-4,537
| -13% | -$267K | 0.19% | 128 |
|
|
2020
Q1 | $1.53M | Sell |
33,742
-3,142
| -9% | -$143K | 0.21% | 130 |
|
|
2019
Q4 | $3.45M | Sell |
36,884
-400
| -1% | -$37.5K | 0.39% | 87 |
|
|
2019
Q3 | $3.18M | Sell |
37,284
-164
| -0.4% | -$14K | 0.39% | 91 |
|
|
2019
Q2 | $3.21M | Sell |
37,448
-330
| -0.9% | -$28.3K | 0.4% | 89 |
|
|
2019
Q1 | $3.21M | Buy |
37,778
+15
| +0% | +$1.27K | 0.42% | 88 |
|
|
2018
Q4 | $2.83M | Buy |
37,763
+335
| +0.9% | +$25.1K | 0.43% | 83 |
|
|
2018
Q3 | $4.26M | Sell |
37,428
-586
| -2% | -$66.7K | 0.57% | 63 |
|
|
2018
Q2 | $4.21M | Sell |
38,014
-138
| -0.4% | -$15.3K | 0.6% | 59 |
|
|
2018
Q1 | $3.54M | Sell |
38,152
-320
| -0.8% | -$29.7K | 0.52% | 73 |
|
|
2017
Q4 | $3.54M | Sell |
38,472
-1,293
| -3% | -$119K | 0.51% | 74 |
|
|
2017
Q3 | $3.06M | Buy |
39,765
+946
| +2% | +$72.8K | 0.47% | 83 |
|
|
2017
Q2 | $2.62M | Buy |
38,819
+795
| +2% | +$53.6K | 0.41% | 99 |
|
|
2017
Q1 | $2.52M | Buy |
38,024
+184
| +0.5% | +$12.2K | 0.4% | 101 |
|
|
2016
Q4 | $2.59M | Buy |
37,840
+845
| +2% | +$57.7K | 0.43% | 94 |
|
|
2016
Q3 | $1.96M | Sell |
36,995
-265
| -0.7% | -$14K | 0.35% | 112 |
|
|
2016
Q2 | $1.9M | Sell |
37,260
-417
| -1% | -$21.3K | 0.34% | 115 |
|
|
2016
Q1 | $2.42M | Buy |
37,677
+2,165
| +6% | +$139K | 0.46% | 90 |
|
|
2015
Q4 | $2.51M | Buy |
35,512
+1,375
| +4% | +$97.2K | 0.54% | 72 |
|
|
2015
Q3 | $2.05M | Sell |
34,137
-1,068
| -3% | -$64.2K | 0.49% | 76 |
|
|
2015
Q2 | $2.2M | Sell |
35,205
-1,075
| -3% | -$67.3K | 0.5% | 76 |
|
|
2015
Q1 | $2.31M | Buy |
36,280
+1,742
| +5% | +$111K | 0.53% | 74 |
|
|
2014
Q4 | $1.71M | Sell |
34,538
-462
| -1% | -$22.9K | 0.41% | 96 |
|
|
2014
Q3 | $1.62M | Sell |
35,000
-3,373
| -9% | -$156K | 0.41% | 97 |
|
|
2014
Q2 | $1.92M | Sell |
38,373
-578
| -1% | -$29K | 0.46% | 87 |
|
|
2014
Q1 | $2.07M | Buy |
38,951
+415
| +1% | +$22K | 0.51% | 81 |
|
|
2013
Q4 | $1.94M | Buy |
38,536
+538
| +1% | +$27.1K | 0.47% | 84 |
|
|
2013
Q3 | $1.3M | Sell |
37,998
-798
| -2% | -$27.3K | 0.34% | 116 |
|
|
2013
Q2 | $1.35M | Buy |
+38,796
| New | +$1.35M | 0.37% | 106 |
|