Buckingham Strategic Wealth’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.28M | Buy |
8,181
+430
| +6% | +$67.4K | 0.01% | 295 |
|
|
2024
Q1 | $1.32M | Buy |
7,751
+4,275
| +123% | +$730K | 0.01% | 289 |
|
|
2023
Q4 | $452K | Sell |
3,476
-65
| -2% | -$8.45K | 0.01% | 463 |
|
|
2023
Q3 | $502K | Buy |
3,541
+23
| +0.7% | +$3.26K | 0.01% | 417 |
|
|
2023
Q2 | $413K | Sell |
3,518
-1
| -0% | -$117 | 0.01% | 467 |
|
|
2023
Q1 | $446K | Hold |
3,519
| – | – | 0.01% | 404 |
|
|
2022
Q4 | $446K | Sell |
3,519
-1,120
| -24% | -$142K | 0.01% | 406 |
|
|
2022
Q3 | $496K | Buy |
4,639
+211
| +5% | +$22.6K | 0.01% | 370 |
|
|
2022
Q2 | $471K | Buy |
4,428
+286
| +7% | +$30.4K | 0.01% | 384 |
|
|
2022
Q1 | $421K | Sell |
4,142
-175
| -4% | -$17.8K | 0.01% | 398 |
|
|
2021
Q4 | $324K | Buy |
4,317
+1,357
| +46% | +$102K | 0.01% | 458 |
|
|
2021
Q3 | $209K | Buy |
2,960
+152
| +5% | +$10.7K | ﹤0.01% | 561 |
|
|
2021
Q2 | $219K | Buy |
+2,808
| New | +$219K | 0.01% | 547 |
|
|
2020
Q1 | – | Sell |
-4,279
| Closed | -$401K | – | 515 |
|
|
2019
Q4 | $401K | Buy |
4,279
+176
| +4% | +$16.5K | 0.04% | 288 |
|
|
2019
Q3 | $350K | Buy |
4,103
+51
| +1% | +$4.35K | 0.04% | 293 |
|
|
2019
Q2 | $347K | Buy |
+4,052
| New | +$347K | 0.04% | 303 |
|
|
2018
Q4 | – | Sell |
-2,434
| Closed | -$277K | – | 386 |
|
|
2018
Q3 | $277K | Sell |
2,434
-1,638
| -40% | -$186K | 0.04% | 283 |
|
|
2018
Q2 | $451K | Buy |
4,072
+483
| +13% | +$53.5K | 0.07% | 195 |
|
|
2018
Q1 | $333K | Buy |
3,589
+1,096
| +44% | +$102K | 0.06% | 224 |
|
|
2017
Q4 | $229K | Buy |
+2,493
| New | +$229K | 0.05% | 280 |
|