CWA
Clarus Wealth Advisors’s Valero Energy VLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,599
| Closed | -$232K | – | 140 |
|
|
2024
Q2 | $232K | Buy |
+1,599
| New | +$232K | 0.12% | 114 |
|
|
2023
Q2 | – | Sell |
-2,021
| Closed | -$268K | – | 140 |
|
|
2023
Q1 | $268K | Sell |
2,021
-256
| -11% | -$33.9K | 0.17% | 103 |
|
|
2022
Q4 | $301K | Buy |
+2,277
| New | +$301K | 0.2% | 101 |
|
|
2020
Q1 | – | Sell |
-2,382
| Closed | -$227K | – | 151 |
|
|
2019
Q4 | $227K | Buy |
+2,382
| New | +$227K | 0.15% | 122 |
|
|
2019
Q3 | – | Sell |
-219
| Closed | -$19K | – | 532 |
|
|
2019
Q2 | $19K | Hold |
219
| – | – | 0.01% | 369 |
|
|
2019
Q1 | $19K | Hold |
219
| – | – | 0.01% | 427 |
|
|
2018
Q4 | $16K | Sell |
219
-224
| -51% | -$16.4K | 0.03% | 438 |
|
|
2018
Q3 | $50K | Buy |
443
+297
| +203% | +$33.5K | 0.03% | 299 |
|
|
2018
Q2 | $14K | Buy |
+146
| New | +$14K | 0.01% | 482 |
|