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Bromfield Sneider Wealth Advisors’s Valero Energy VLO Stock Holding History

Bromfield Sneider Wealth Advisors’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
2022
Q2 		– Sell
-280
Closed -$28K – 114
2022
Q1 		$28K Buy
+280
New +$24.3K 0.03% 85

Other funds holding VLO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's VLO Position: Q2 2022 in Review

Bromfield Sneider Wealth Advisors sold out of Valero Energy (VLO) in Q2 2022, closing a stake of 280 shares — an estimated $28K sold.

Bromfield Sneider Wealth Advisors first reported a position in VLO in Q1 2022 and held it in 1 quarter. The position peaked at $28K in Q1 2022. 1,213 funds tracked by Wall St. Rank hold VLO as of Q2 2022.

  • Bromfield Sneider Wealth Advisors reported no remaining Valero Energy position as of Q2 2022 after selling out during the quarter.
  • Bromfield Sneider Wealth Advisors sold 280 Valero Energy shares in Q2 2022, an estimated $28K.
  • Bromfield Sneider Wealth Advisors first reported a position in Valero Energy in Q1 2022 and held it in 1 quarter.
  • Bromfield Sneider Wealth Advisors's Valero Energy position peaked at $28K in Q1 2022.
  • 1,213 funds tracked by Wall St. Rank held Valero Energy as of Q2 2022.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q2 2022, filed 6 Jul 2022.