Clearstead Trust’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9K | Buy |
163
+35
| +27% | +$4.71K | ﹤0.01% | 414 |
|
|
2025
Q1 | $16.9K | Buy |
+128
| New | +$16.9K | ﹤0.01% | 381 |
|
|
2019
Q2 | – | Sell |
-58
| Closed | -$5K | – | 205 |
|
|
2019
Q1 | $5K | Hold |
58
| – | – | ﹤0.01% | 172 |
|
|
2018
Q4 | $4K | Buy |
+58
| New | +$4K | ﹤0.01% | 204 |
|
|
2017
Q3 | – | Sell |
-900
| Closed | -$61K | – | 233 |
|
|
2017
Q2 | $61K | Buy |
+900
| New | +$61K | 0.05% | 153 |
|