Braun-Bostich & Associates’s Valero Energy VLO Stock Holding History

Braun-Bostich & Associates’s Portfolio VLO Stock Details VLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-764	Closed	-$33K	–	218
2020 Q3	$33K	Sell	764 -995	-57%	-$52.1K	0.03%	177
2020 Q2	$103K	Hold	1,759	–	–	0.1%	101
2020 Q1	$72K	Hold	1,759	–	–	0.09%	114
2019 Q4	$167K	Buy	+1,759	New	+$166K	0.16%	93
2019 Q3	–	Sell	-2,780	Closed	-$238K	–	293
2019 Q2	$238K	Sell	2,780 -2,596	-48%	-$214K	0.25%	88
2019 Q1	$456K	Sell	5,376 -1,235	-19%	-$102K	0.47%	56
2018 Q4	$496K	Buy	6,611 +1,816	+38%	+$160K	0.53%	66
2018 Q3	$545K	Buy	4,795 +179	+4%	+$20.3K	0.53%	67
2018 Q2	$512K	Buy	+4,616	New	+$518K	0.51%	72

Other funds holding VLO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Braun-Bostich & Associates's VLO Position: Q4 2020 in Review

Braun-Bostich & Associates sold out of Valero Energy (VLO) in Q4 2020, closing a stake of 764 shares — an estimated $33K sold.

Braun-Bostich & Associates first reported a position in VLO in Q2 2018 and held it in 9 quarters. The position peaked at $545K in Q3 2018. 974 funds tracked by Wall St. Rank hold VLO as of Q4 2020.

Braun-Bostich & Associates reported no remaining Valero Energy position as of Q4 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 764 Valero Energy shares in Q4 2020, an estimated $33K.
Braun-Bostich & Associates first reported a position in Valero Energy in Q2 2018 and held it in 9 quarters.
Braun-Bostich & Associates's Valero Energy position peaked at $545K in Q3 2018.
974 funds tracked by Wall St. Rank held Valero Energy as of Q4 2020.

Based on Braun-Bostich & Associates's 13F filing for Q4 2020, filed 16 Feb 2021.