Concord Wealth Partners’s Valero Energy VLO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.6K | Hold |
|
|||||
|
2025
Q1 | $51.6K | Sell |
|
|||||
|
2024
Q4 | $503K | Buy |
|
|||||
|
2024
Q3 | $440K | Buy |
|
|||||
|
2024
Q2 | $500K | Buy |
|
|||||
|
2024
Q1 | $541K | Buy |
|
|||||
|
2023
Q4 | $364K | Sell |
|
|||||
|
2023
Q3 | $811K | Buy |
|
|||||
|
2023
Q2 | $649K | Buy |
|
|||||
|
2023
Q1 | $402K | Buy |
|
|||||
|
2022
Q4 | $230K | Sell |
|
|||||
|
2022
Q3 | $232K | Sell |
|
|||||
|
2022
Q2 | $238K | Buy |
|
|||||
|
2022
Q1 | $192K | Sell |
|
|||||
|
2021
Q4 | $146K | Buy |
|
|||||
|
2021
Q3 | $40K | Sell |
|
|||||
|
2021
Q2 | $114K | Buy |
|
|||||
|
2021
Q1 | $56K | Buy |
|
|||||
|
2020
Q4 | $21K | Buy |
|