Broadleaf Partners’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 | – | Sell |
-33,548
| Closed | -$4.68M | – | 82 |
|
|
2023
Q1 | $4.68M | Buy |
33,548
+541
| +2% | +$75.5K | 1.67% | 28 |
|
|
2022
Q4 | $4.19M | Sell |
33,007
-430
| -1% | -$54.5K | 1.65% | 29 |
|
|
2022
Q3 | $3.57M | Buy |
33,437
+58
| +0.2% | +$6.2K | 1.49% | 30 |
|
|
2022
Q2 | $3.55M | Buy |
+33,379
| New | +$3.55M | 1.48% | 30 |
|